Steve Nelson, ASA Managing Director Dallas, TX 612-230-3131 email@example.com V-card Steve leads Chartwell’s transaction opinion practice. He has provided financial advisory services to privately-held companies for more than 30 years and is an expert on valuation issues related to Employee Stock Ownership Plans. He also advises clients on a wide variety of corporate finance, valuation, financial fairness, mergers & acquisitions, divestitures, and general corporate matters. Steve has performed valuations as a court-appointed appraiser and provided expert witness testimony. His financial opinions have consistently withstood scrutiny by the Internal Revenue Service and the Department of Labor. MEMBERSHIPS & DESIGNATIONS Steve is an active member of The ESOP Association, where he currently serves on the Valuation Advisory Committee. He is also a member of the National Center for Employee Ownership. Steve has written articles and made various presentations on valuation and ownership transition for a variety of professional groups and boards of directors. Steve is designated as an Accredited Senior Appraiser (ASA) in Business Valuation by the American Society of Appraisers. He is a registered representative with Chartwell affiliate, CCS Transactions, LLC and holds FINRA Series 63 and 79 licenses. EDUCATION Steve holds a Bachelor of Arts degree in finance from the University of St. Thomas.