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.