Chartwell is excited to welcome Michael Coppa to the firm as a Managing Director, focusing on business development and transaction execution activities in the Southeast region of the U.S.

Adam Hijazi

Adam provides valuation services related to employee stock ownership plans, equity compensation, capital structure, and financial reporting. He is skilled at cash flow modeling, the analysis of public market guideline companies, merger and acquisition markets, and evaluating the industry and economic conditions that impact a company’s operations.

Professional Certification

Adam is a Chartered Financial Analyst (CFA) and a member of the CFA Institute and the CFA Society of Portland. He also holds FINRA Series 7 and 66 licenses.

Professional Experience

Prior to Chartwell, Adam was an institutional consulting analyst at Morgan Stanley. As a member of the institutional investment consulting team, he served middle-market firms across various industries with corporate retirement plans, endowments, foundations, and cash pooling solutions.

Check the background of this investment professional on FINRA’s BrokerCheck.

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