Chartwell is excited to welcome Michael Coppa to the firm as a Managing Director, focusing on business development and transaction execution activities in the Southeast region of the U.S.

Sam Callen

Sam performs analysis related to valuations of privately-held middle-market companies, including companies with employee stock ownership plans. He is skilled in the areas of gathering due diligence information and analyzing guideline public companies as well as examining merger and acquisition markets. Sam also studies the economic and industry conditions that can impact a company’s financial statements.

Sam began his career at Chartwell during his senior year of college when he participated in the firm’s internship program.

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