Noah Haverlock

Noah Haverlock is an experienced financial professional with a strong background in valuation and advisory services. Currently serving as an Associate at Chartwell Financial Advisory since June 2019, Noah has progressed through various roles including Senior Analyst and Analyst, focusing on valuation of middle market, employee-owned companies, sell-side advisory, and transaction modeling. Prior experience includes a position as an Intern Analyst at the University of St. Thomas - Opus College of Business, where responsibilities involved mid-cap equities valuation and portfolio management. Noah holds a Bachelor of Arts in Financial Management and Economics from the University of St. Thomas and has completed training with Training the Street since 2020. Additionally, early roles include positions in financial planning, sales, and customer service.