We are excited to announce the promotions of six Chartwell team members. These individuals are tremendous assets to our clients and will continue to be an integral part of the development of our firm in 2023.

Chris Ham

Chris is a member of Chartwell’s valuation and transaction opinions practice, focusing primarily on employee stock ownership plans. He is experienced in providing financial advisory services to ESOP trustees and other corporate fiduciaries. Chris is an expert in valuation analysis for a variety of purposes including ERISA administration, corporate planning, and financial reporting. Throughout his career, Chris has worked with companies across a diverse array of industries.

Professional Involvement & Experience

Chris is an active member of The ESOP Association and the National Center for Employee Ownership. Prior to Chartwell, Chris was Director at an independent trustee practice where he led ESOP transactions and maintained responsibility for numerous ongoing ESOP company relationships.

Chris began his career at a national firm where he executed various engagements including analysis of derivatives and complex securities, opinions for fairness and solvency, and valuations for financial reporting and ESOP administration purposes. He managed the execution of multiple projects and was responsible for the training and development of junior staff throughout the firm.

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