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.

Josh Graff

Josh joined Chartwell in 2016 and is a member of the firm’s valuation and transaction opinions team. He has experience advising privately held business owners and management teams on a wide range of services including valuations of employee stock ownership plans, ESOP transactions, mergers & acquisitions, and strategic alternatives. Josh has advised clients on engagements across all of Chartwell’s service lines throughout his career with the firm, providing him with a strong understanding of corporate finance methodologies, transaction structures, capital structures, and a proficiency in analyzing financial statements.

Josh is passionate about mentoring the next generation of financial professionals and co-leads Chartwell’s internship program, where he supervises the education and output of the firm’s financial analyst interns.

Professional Certification

Josh 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.

Authored Resources


Back to top