Chartwell is pleased to expand the firm’s ownership team by adding eight new shareholders. The individuals are instrumental in supporting Chartwell's vision to be the most highly respected and sought-after financial advisory firm serving the middle market.

Joe Skorczewski

Joe has provided valuation, corporate finance, and consulting services to privately-held companies since 2004. Much of his professional career has been dedicated to providing independent financial advisory services to boards of directors and ESOP trustees. Joe has worked on many M&A transactions, representing both buyers and sellers. He also has experience advising clients on ownership transition alternatives as well as helping mature ESOPs operate sustainably. 

Joe leads Chartwell’s architecture and engineering practice, which has grown to serve more than 100 clients over the years. Decision makers seek out Joe for his expertise and experience advising AE firms owned by their employees in financial matters. Joe is passionate about advancing the business of engineering and educating people about the value of employee ownership. 

Professional Involvement & Certification

Joe is a member of The ESOP Association, the National Center for Employee Ownership (NCEO), and the American Council of Engineering Companies (ACEC). He has presented a variety of valuation related topics at conferences across the country.

Joe is a Chartered Financial Analyst (CFA) and a member of the CFA Institute and the CFA Society of Minnesota. He is 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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