Paul Halverson
Paul began his career providing independent business valuation services to privately-held companies and their shareholders. He founded Chartwell in 1995 and has grown the firm into a leading national financial advisory serving the middle market. He engaged with his first ESOP-owned company in 1987 and has dedicated 30+ years to providing unrivalled guidance on all financial aspects an organization may encounter during the lifecycle of ESOP ownership.
Paul has led Chartwell’s development from a single location valuation firm into a multifaceted financial advisory firm offering unmatched consulting, corporate finance, and valuation expertise. He advises companies, boards of directors, ESOP trustees, and business owners on long-range ownership and capital planning matters with a focus on developing the firm’s architecture and engineering industry vertical.
Professional Certification
Paul is a registered representative with Chartwell affiliate CCS Transactions, LLC and holds FINRA Series 24, 63, and 79 licenses.
Check the background of this investment professional on FINRA’s BrokerCheck.