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

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