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.

Luke Jaeger

Luke performs analysis related to valuations of privately-held middle-markets companies, including companies with employee stock ownership plans. He is skilled in the areas of gathering due diligence information and analyzing guideline public companies, as well as examining merger and acquisition markets. Luke also studies the economic and industry conditions that can impact a company’s financial statements.

Luke began his career at Chartwell during his senior year of college when he participated in the firm’s internship program.

Authored Resources


Back to top