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 Schiller

Sam is a member of Chartwell’s consulting team and supports senior members of the firm with the execution of executive compensation-related client engagements. He also advises companies on a wide range of topics including strategic alternatives, employee stock ownership plans, and strategies for long-term sustainability. Sam works with business owners, management teams, and boards of directors to provide a holistic perspective of a company’s financial position and future capital claims.

Professional Certification

Sam holds FINRA Series 7 and 63 licenses as well as the Securities Industries Essentials (SIE) certificate.

Professional Experience

Prior to Chartwell, Sam spent two years as a financial services professional in the advisory practice at New York Life Insurance.

Authored Resources

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