Chartwell Financial Advisory
Dan Uitti, CPA, serves as Vice President at Chartwell Financial Advisory, Inc. since March 2023. Prior experience includes Associate Director at B. Riley Financial, where responsibilities involved business valuations and calculating economic damages for litigation support. Uitti also worked as a Consultant at Accurity Group, LLC, and held roles at Stout focused on purchase price allocations and goodwill impairment. Initial career steps included an Analyst position at Kaufman, Rossin & Co. in audit services for hedge funds and private equity firms. Uitti began academic contributions as a Teacher's Assistant while earning a Master's Degree in Finance and a Bachelor's Degree in Accounting and Finance from Florida State University.
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Chartwell Financial Advisory
You make decisions every day that impact the lives of many people. To do so requires exceptional knowledge, wisdom, and confidence. Our mission is to help you by giving you the most creative, responsible, and unbiased advice and solutions that can be found within the financial advisory industry. Chartwell is a national leader in strategic advisory, corporate finance, transaction opinions, and valuation, serving the unique needs of middle-market companies.