Isaac St. Marie

Isaac St. Marie
Senior Analyst


Isaac performs analysis related to Employee Stock Ownership Plans and other valuation purposes.  Isaac is skilled in the areas of gathering due diligence information, guideline public company analysis, as well as merger and acquisition markets.  Isaac also studies the economic and industry conditions that can impact a company’s financial statements.



Isaac began his career at Chartwell during his senior year of college when he participated in our internship program.  As an undergraduate student, he was a finance/accounting intern at the National Multiple Sclerosis Society, where he created and updated batch logs and balance sheets.  He was also in charge of the Matching Gifts program at the Society.


Isaac graduated with a Bachelor of Science degree in finance from the University of Minnesota Carlson School of Management.