Paul Halverson

Managing Director / Chartwell Financial Advisory

Paul founded Chartwell in 1995 and has grown the firm into a leading national financial advisory firm serving the middle market with a focus on valuation, strategic advisory, and corporate finance. He led Chartwell’s development from a valuation firm into a full service financial advisory firm offering unmatched professional guidance on all financial aspects an organization may encounter during the life-cycle of ESOP ownership.


Preconference:Sustaining Your Company and Your ESOP
Capital Needs in ESOP Companies: A Guide for the Board of Directors