Chartwell is pleased to announce the promotions of several Chartwell team members across the country. Congratulations on a job well done!

Luke Jaeger

Luke is a member of Chartwell’s valuation and transaction opinions team, providing valuation and financial advisory services related to employee stock ownership plans, mergers & acquisitions, financial reporting, and other closely held business needs. He is skilled at cash flow modeling, corporate due diligence, public and M&A market analysis, and evaluating the industry and economic conditions that impact a company’s operations.

Luke is passionate about mentoring the next generation of finance professionals and co-leads Chartwell’s new analyst training and development program. He began his career at Chartwell as a participant in the firm’s internship program.


Back to top