Ali Robinson

Ali Robinson
Senior Analyst

Ali is a member of Chartwell’s corporate finance practice. She supports senior members of the firm with mergers & acquisitions, capital markets, and ESOP-related ownership transition transactions. Ali has experience performing financial analyses, including valuation and cash flow modeling, as well as in creating marketing materials and gathering and preparing due diligence information.

 

DESIGNATIONS

Ali is a registered representative with Chartwell affiliate, CCS Transactions, LLC and holds FINRA Series 63 and 79 licenses.

 

PRIOR EXPERIENCE & EDUCATION

Prior to Chartwell, Ali spent over two years with Wells Fargo where she served as an investment banking analyst in the sell-side middle market M&A division.

 

Ali holds a Bachelor of Arts degree in finance from the University of St. Thomas.