Chartwell is excited to announce the launch of our Interim Leadership practice, where we bring the talent companies need to execute financial initiatives that support sustainable growth and value creation.

Luke Jaeger

Luke joined Chartwell in 2018 and is a leader in the firm’s valuation and transaction opinions practice. He provides 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 leads Chartwell’s new analyst training and development program. He began his career at Chartwell as a participant in the firm’s internship program.

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