Reece Jacobson
Reece is a member of Chartwell’s corporate finance practice. He supports senior members of the firm with mergers & acquisitions, capital markets, and ESOP-related ownership transition transactions. Reece has experience in performing financial analyses, including valuation and cash flow models, creation of marketing materials, and management of due diligence processes.
Reece began his career at Chartwell during his senior year of college when he participated in the firm’s internship program.
Professional Certification
Reece 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.