Chris Staloch, ASA

Chris Staloch, ASA
Managing Director

Chris has been with Chartwell for over 20 years and leads the firm’s advisory practice. He has significant experience in the architecture, engineering, government contractor, and construction industries, having led these industry verticals for Chartwell for many years.

 

In addition to advising management teams and boards on issues related to ownership and compensation strategies, capital structure, and firm valuation, Chris works frequently with Employee Stock Ownership Plans, providing independent financial advisory services to ESOP trustees and other corporate fiduciaries.

 

MEMBERSHIPS & DESIGNATIONS

Chris is a member of the American Council of Engineering Companies (ACEC), The ESOP Association, the National Center for Employee Ownership (NCEO), and Employee-Owned S Corporations of America (ESCA).

 

Chris is designated as an Accredited Senior Appraiser (ASA) in Business Valuation by the American Society of Appraisers. He is also a registered representative with Chartwell affiliate, CCS Transactions, LLC and holds FINRA Series 63 and 79 licenses.

 

Chris is a frequent speaker for employee and professional groups, boards of directors, and ESOP Trustees. He is also a regular presenter to national trade associations on a variety of topics including capital structures, ESOPs, M&A, ownership transition, and valuation issues.

 

EDUCATION

Chris holds Bachelor of Arts degrees in finance and marketing from the University of St. Thomas.