Jeff joined Chartwell in 2015 and is a member of the firm’s valuation and transaction opinions team. He has experience advising privately held business owners and management teams on a wide range of services including valuations of employee stock ownership plans, ESOP transactions, mergers & acquisitions, and strategic alternatives. He has expertise in financial modeling, cash flow analysis, and the analysis of guideline public companies and M&A markets.
Jeff is passionate about mentoring the next generation of finance professionals and assists with the training and development of the firm’s new analysts.
Jeff is an active member of The ESOP Association, where he regularly attends local, regional, and national conferences focused on employee ownership. He is designated as an Accredited Senior Appraiser (ASA) in Business Valuation by the American Society of Appraisers.