We are pleased to announce that Legacy Equity Valuations has joined Chartwell, adding a Seattle presence to the firm.

Austin Bagdady

Austin is a member of Chartwell’s corporate finance practice. He supports senior members of the firm with mergers & acquisitions, capital markets, and ESOP-related ownership transition transactions. Austin has experience in performing financial analyses, including valuation and cash flow modeling, creating marketing materials, and gathering and preparing due diligence information.

Professional Certification

Austin is a registered representative with Chartwell affiliate CCS Transactions, LLC and holds FINRA Series 63 and 79 licenses.

Professional Experience

Prior to Chartwell, Austin was an alternative investment analyst at U.S. Bank Global Fund Services, where he created monthly net asset value packages for multiple clients.

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

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