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

Sarah Willkom

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

Sarah began her career at Chartwell during her senior year of college when she participated in the firm’s internship program. As an undergraduate student, Sarah was an equity research analyst for her school’s endowment fund.

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