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 Staloch

Chris has been with Chartwell for 25 years and leads the firm’s consulting practice. He has significant experience in the architecture, engineering, government contractor, and construction industries, having led these industry verticals for Chartwell for many years.

In addition to advising management teams and boards on issues related to ownership and compensation strategies, capital structure, and firm valuation, Chris works frequently with Employee Stock Ownership Plans, providing independent financial advisory services to ESOP trustees and other corporate fiduciaries.

Professional Involvement & Certification

Chris is a member of the American Council of Engineering Companies (ACEC), The ESOP Association, the National Center for Employee Ownership (NCEO), and Employee-Owned S Corporations of America (ESCA). He is a regular presenter to these national trade associations on a variety of topics including capital structures, ESOPs, M&A, ownership transition, and valuation issues. Chris is also a frequent speaker for employee and professional groups, boards of directors, and ESOP trustees.

Chris is designated as an Accredited Senior Appraiser (ASA) in Business Valuation by the American Society of Appraisers. He is also a registered representative with Chartwell affiliate, CCS Transactions, LLC and holds FINRA Series 63 and 79 licenses.

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

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