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

Ryan Graham

Ryan is a leader in Chartwell’s consulting practice, providing ESOP-owned companies a holistic approach to corporate sustainability. Ryan has been assisting privately-held business owners and management teams in analyzing the financial impact of transactions and the ongoing repurchase obligation for ESOP companies since 2004. He is recognized nationally as a leader in ESOP sustainability and repurchase obligation forecasting. Throughout his career, Ryan has worked with companies of many different sizes in diverse industries across the country. Ryan has worked with over a third of NCEO’s “The Employee Ownership 100: America’s Largest Majority Employee-Owned Companies.”

Professional Involvement

Ryan is an active member of The ESOP Association, where he currently serves on the Administration Advisory Committee, the Programming Committee for the Wisconsin chapter, and the Advocacy Committee for the Minnesota/Dakotas chapter. Ryan is also a member of the National Center for Employee Ownership (NCEO).

Ryan has presented to employee groups, management teams, boards of directors, investors, and trustees on the topics of ESOP sustainability, ESOP repurchase obligation, and the benefits of ESOP ownership.

Professional Experience

Prior to Chartwell, Ryan led the ESOP Financial Analysis Team at Principal Financial Group, providing repurchase liability, feasibility, sustainability and benefit-level modeling to ESOP companies, and helped develop the online repurchase liability modeling software used by hundreds of ESOP companies annually.

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