Tina DiCroce

Vice President / Chartwell Financial Advisory, Inc.

Tina, a vice president at Chartwell, advises ESOP company management and boards of directors on how best to manage and fund their ESOPs for long-term sustainability. She works with companies to analyze the impact of various repurchase obligation strategies on a company's financial position and participant benefit levels. She is recognized nationally as a leader in ESOP repurchase obligation and sustainability analysis. Throughout her career, Tina has worked with companies of all sizes in diverse industries across the country.


Fundamentals of ESOP Repurchase Obligation