Olivia Kowalski, ASA

Olivia Kowalski, ASA
Vice President

Olivia joined Chartwell in 2013 and is a member of the firm’s valuation and transaction opinion practice. She provides financial advisory and valuation services, with a focus on Employee Stock Ownership Plans. Olivia also has experience advising companies on ownership transition strategies, including buy-side and sell-side transactions. Throughout her career, she has worked with a diverse array of companies across various industry sectors and has extensive experience advising architecture and engineering firms. 

 

MEMBERSHIPS & DESIGNATIONS

Olivia is an active member of The ESOP Association. She is also a member of the Association for Corporate Growth, where she currently serves on the Portland chapter Board of Directors and is also Chair of the Excelling Leaders group. Olivia is designated as an Accredited Senior Appraiser (ASA) in Business Valuation by the American Society of Appraisers. She is a registered representative with Chartwell affiliate, CCS Transactions, LLC and holds FINRA Series 63 and 79 licenses.

 

EDUCATION

Olivia holds a Bachelor of Arts degree in finance from the University of St. Thomas. She also holds a Master of Business Administration degree, with an emphasis in finance and investments, from the University of St. Thomas Opus College of Business.