Chartwell Financial Advisory
Michael Mason, CFA, serves as an Investment Banking Associate at Chartwell Financial Advisory since June 2023 and is a Co-Owner of Olio Coworking since August 2021. Prior experience includes leadership roles at SureSwift Capital as Acquisitions Lead from June 2021 to June 2023, where Michael facilitated connections with SaaS founders, and as an Acquisitions Senior Analyst. Previous positions encompass Banking Associate at Northland Securities and roles at SureSwift Capital in business development and analysis. Michael co-owned GoMahi.com, connecting innovative college students with companies, and Three Timbers LLC, a lakeshore restoration firm. As Executive Director at Holding Hope 501(c)(3), established events to support children with chronic illnesses. Michael holds dual Bachelor’s Degrees in Real Estate and Finance, and a Construction Management Certificate, all from the University of St. Thomas and the University of Minnesota.
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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.