Vice President / Chartwell Financial Advisory, Inc.
Tina DiCroce is Vice President at Chartwell Financial Advisory, Inc. Tina is a leader in Chartwell’s Repurchase Obligation and Sustainability practice, working with ESOP companies to develop custom solutions for achieving long-term sustainability. With a strong background in ESOP repurchase obligation modeling and plan design consulting, Tina works with Chartwell clients on comprehensive studies which provide analysis of the impact on a company’s financials of all future claims on capital, and go beyond what is typically explored in a traditional ESOP sustainability study, delving deeper into a company’s strategic plan and exploring broader issues like compensation and optimal capital structure. Throughout her career, Tina has worked with companies of all sizes in diverse industries across the country. Tina is a member of The ESOP Association, where she currently serves on the Finance Advisory Committee and is also an Officer for the Pennsylvania/Delaware Chapter. Tina is also a member of the National Center for Employee Ownership and the Ohio Employee Ownership Center. Tina has presented at conferences and events throughout the country on the topics of ESOP repurchase obligation, ESOP sustainability, and ESOP benefit level analysis
Sessions
Fundamentals of ESOP Repurchase Obligation