Chartwell Financial Advisory
Luke Jaeger is a Senior Associate at Chartwell Financial Advisory, where experience includes performing valuation services related to Employee Stock Ownership Plans, mergers and acquisitions, and financial reporting since June 2018. Prior roles at Chartwell encompass Associate, Senior Analyst, and Analyst positions, demonstrating expertise in financial modeling, cash flow analysis, and the construction and engineering industries. Luke's earlier experience includes a Financial Analyst Intern role at Chartwell and leadership positions as Vice President of Delta Sigma Pi - Nu Tau and Elections and Credentials Chair for the Undergraduate Student Government. Education was completed at the University of St. Thomas with a major in Business Administration Finance and a minor in Economics.
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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.