News Category: Team Highlights

Chartwell is pleased to announce Chris Ham has joined the firm as a Director in our valuation and transaction opinions practice. Chris has more than 10 years of experience working with privately-owned businesses on a variety of financial advisory needs. With Chris comes the addition of Chartwell’s newest office location in Atlanta, Georgia.

“We are thrilled to add Chris to the team,” said Matt Schubring, Managing Director and head of Chartwell’s valuation practice. “He brings significant experience and leadership to Chartwell and our clients.”

About Chris

Previously, Chris served as Vice President in valuation advisory at a national firm where he executed various engagements including analysis of derivatives and complex securities, opinions for fairness and solvency, and valuations for financial reporting and ESOP administration purposes. Most recently, he was Director at an independent trustee practice where he led ESOP transactions and maintained responsibility for numerous ongoing ESOP company relationships.

Chris graduated from the Terry School of Business at the University of Georgia with a Bachelor of Science degree in business administration (banking and finance).

We are pleased to welcome Ben Phillips to Chartwell as a Managing Director in our Dallas office, further expanding the firm’s leadership group. Ben will lead business development activities in the Southwest region for all Chartwell practices. For more than 12 years, he has engaged with privately-owned companies and their owners, specializing in the financial services area.

“We are thrilled to have Ben on the team,” said Steve Nelson, Managing Director and Head of Transaction Opinions. “He brings a variety of relationships to Chartwell from his time in private equity, commercial real estate, and commercial banking that we are excited to build upon throughout Texas.”

About Ben

Ben joins Chartwell from Juniper Capital Management, where he established the business development function. Prior to Juniper, he held roles at Transwestern, where he was a recipient of the Rising Star Award, and Texas Exchange Bank. Ben began his career at Jones Lang LaSalle in the industrial services group.

Ben holds a Bachelor of Business Administration degree in real estate finance from the University of Mississippi. He has also completed the Executive Education Mergers & Acquisitions course at Southern Methodist University (SMU) Cox School of Business.

Please join us in congratulating Chris Staloch on his 25-year work anniversary at Chartwell! Chris has contributed to the firm’s success in many ways since he joined in August 1997, serving clients across the country as well as his fellow team members.

Some of Chris’s milestones include growing professionally in the firm from analyst up through managing director, performing hundreds of business valuations, advising management teams on ownership strategies, establishing Chartwell’s architecture and engineering vertical, and supporting the firm’s wellness, diversity, and charity committees.

Today, Chris leads Chartwell’s consulting practice, serves on the firm’s board of directors, and provides leadership on the staffing committee. “Chris been a great leader of the firm over the past 25 years and treats everyone with the highest level of respect,” says Paul Halverson, CEO. “He treats his clients and Chartwell family just as well as his actual family and I am grateful to have him as a lifelong friend.” Thank you, Chris – we look forward to the next 25 years!

We are pleased to announce Katie Lind has joined the Chartwell team as a Vice President in our Minneapolis office, further expanding the firm’s consulting practice area. She will lead the execution of executive compensation-related client engagements. Katie has spent over 14 years focused on strategic compensation design and planning, including annual and long-term incentives, as well as broader total rewards. She brings significant experience working with companies to tailor individual solutions to meet their challenges.

“We are very excited to add Katie to the Chartwell team,” said Matt Keene, Managing Director and Head of Executive Compensation. “She brings a wealth of real-world experience helping companies align their compensation programs with their business strategy. She has focused on both privately held companies and multinationals, so she understands next level planning for clients.”

About Katie

Katie joins Chartwell after 14 years with WTW, where she advised companies on executive compensation program design and effectiveness, transformational talent retention, and pay and performance alignment. Katie was also instrumental in supporting the WTW Data Services business by assisting multinational clients with complex total rewards data needs and gathering client feedback to improve perspectives and experience.

Katie is an active member of the WorldatWork, Total Rewards Association and the Twin Cities Compensation Network. She holds an MBA from the University of Nebraska and received an undergraduate degree in economics from Carleton College.

We are pleased to announce Ryan Rassin has joined the Chartwell team as a Director in our Chicago office, further expanding the firm’s corporate finance practice area. Ryan will lead the execution of capital-markets related transactions, focusing on debt and equity placement, while also originating capital raising opportunities from lower- to middle-market private equity firms. Ryan brings over 20 years of experience as a principal investor to Chartwell.

“We are excited to add Ryan to the Chartwell team and believe his experience in the capital markets and credit expertise will add significant value to our existing and prospective client base,” said Will Bloom, Managing Director and Head of Capital Markets. “Moreover, we are highly impressed with Ryan’s leadership attributes. We anticipate his contributions will support our continued growth as one of the most sought-after financial advisors within the private debt and equity capital markets.”

About Ryan

Ryan joins Chartwell from LBC Credit Partners where he was an Investment Professional responsible for sourcing, structuring, negotiating, documenting, and closing senior and junior debt investments for both sponsored and non-sponsored financings in support of LBOs, recapitalizations, refinances, and add-on acquisitions. In addition to his responsibilities as an Investment Professional, Ryan served as a rotational member on LBC’s Investment Committee. Over the course of his career, Ryan has originated, executed, underwritten, and managed a wide array of investments including asset-based revolvers, senior secured cash flow loans, split lien term loans, unitranche structures, second lien, mezzanine, and equity co-investments. Prior to LBC, Ryan served as a Director at OFS Capital, Vice President at Bank of America Business Capital, and a Senior Consultant at Arthur Andersen LLP.

Ryan serves on the Board of Directors for the Chicago Chapter of the Association of Corporate Growth where he is chairman of the M&A/Private Equity Committee and is co-chair of the Programming vertical for the entire chapter. He holds an MBA from the University of Chicago’s Booth School of Business and received an undergraduate degree in Accountancy from the University of Illinois.

We are pleased to announce that Lindsey Reilly has been appointed as an Officer of The ESOP Association Minnesota/Dakotas chapter. Lindsey will serve as Vice President of Membership where she will act as a liaison to the program committee and help plan chapter events. She previously served as Chair of the Membership Committee for the Minnesota/Dakotas chapter before becoming an Officer. Please join us in congratulating Lindsey on this accomplishment!

Chartwell is a proud sponsor of The ESOP Association, a national organization that advocates on behalf of ESOP companies with a mission to educate about employee ownership.

Congratulations to Olivia Pieschel on her appointment to the Association for Corporate Growth (ACG) Portland Chapter Board of Directors! We are proud to have Olivia serve on the leadership team of such an elite organization. ACG Portland is an intimate group of Portland-area business leaders who share a commitment to grow their businesses, grow their networks, and grow themselves as leaders. ACG members range from business owners and CEOs to up and coming leaders.

Chartwell is proud to welcome Tina DiCroce and Ashleigh Newlin to the firm. They form the foundation of Chartwell’s seventh office across the nation: Philadelphia, Pennsylvania.

Tina and Ashleigh join an ever-deepening bench of professionals with the expertise to develop creative solutions that help ESOP-owned companies manage their ongoing repurchase obligation. With their addition, Chartwell moves to formally provide a segment of its sustainability practice—repurchase obligation analysis—as a stand-alone offering, serving the needs of ESOP clients throughout the country. “We are excited to welcome Tina and Ashleigh to the Chartwell team. Their deep expertise in advising ESOP-owned companies aligns directly with Chartwell’s mission to provide long-term, innovative solutions to our clients. Tina and Ashleigh’s addition bolsters the depth of Chartwell’s market-leading repurchase obligation team,” said Paul Halverson, Managing Director & CEO.

Tina has spent her career advising C-level executives at ESOP companies on how best to manage and fund their ESOPs for long-term sustainability. She serves on The ESOP Association’s Finance Advisory Committee and is a chapter officer for the Pennsylvania/Delaware Chapter of The ESOP Association. Tina is a well-known speaker in this industry, presenting frequently at conferences for employee-owned companies. She holds Bachelor of Arts and Master of Arts degrees from Villanova University. “I was attracted to Chartwell for its flexible approach to analyzing repurchase obligation and other matters unique to ESOP companies. They have always impressed me with their collaborative, team-oriented approach. I’m delighted to be a part of Chartwell,” commented DiCroce.

Ashleigh started her career working corporate side, where she has served as an investment analyst, division controller, and assistant vice president for global financial services. Her in-house experience and deep financial background is well-suited to serve Chartwell’s sophisticated clients. Ashleigh sits on The ESOP Association’s Advisory Committee on Administration and volunteers on the Programming Committee for the Pennsylvania/Delaware Chapter and helps with ESOP Emerging Leaders. Ashleigh is a graduate of Princeton University. “I’m really excited to join Chartwell. I look forward to using my experience with repurchase obligation planning to help Chartwell clients, and to consult with clients on a broader array of alternatives,” said Newlin.