Joe Skorczewski, CFA

Joe Skorczewski, CFA
Managing Director

Joe has provided valuation, corporate finance, and advisory consulting services to privately-held companies since 2004. Much of his professional career has been dedicated to providing independent financial advisory services to boards of directors and ESOP trustees. Joe has worked on many M&A transactions, representing both buyers and sellers. He also has experience advising clients on ownership transition alternatives as well as helping mature ESOPs operate sustainably.

 

Joe leads Chartwell’s architecture and engineering practice, which has grown to serve more than 100 clients over the years. Decision makers seek out Joe for his expertise and experience advising AE firms owned by their employees in financial matters. Joe is passionate about advancing the business of engineering and educating people about the value of employee ownership.

 

MEMBERSHIPS & DESIGNATIONS

Joe is a member of The ESOP Association and the American Council of Engineering Companies (ACEC). He is a Chartered Financial Analyst and a member of the CFA Institute and the CFA Society of Minnesota. Joe is a registered representative with Chartwell affiliate, CCS Transactions, LLC and holds FINRA Series 63 and 79 licenses.

 

He has presented a variety of valuation related topics at conferences across the country.

 

EDUCATION

Joe holds a Bachelor of Science degree, with honors, in finance and international business, with honors, from the University of Minnesota, Carlson School of Management.