Chartwell Financial Advisory
Daniel Kaczmarek is a finance professional with extensive experience in financial advisory and investment analysis. Currently serving as Managing Director at Chartwell Financial Advisory, Inc. since September 2014, Daniel has held several roles including Director and Vice President. Prior to this, Daniel worked at BMO Capital Markets as a Mergers & Acquisitions Associate, and at Stout Risius Ross focusing on valuation analyses for Employee Stock Ownership Plans. Early career experiences include positions at Citi as an Analyst, Foldes Financial Management as an Intern, and Calamos Investments as an Intern. Daniel holds a BBA in Finance and Legal Studies from the University of Miami, attained in 2007.
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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.