Chartwell Financial Advisory
Sam Callen has extensive experience in the financial sector, currently serving as an Associate at Chartwell Financial Advisory since June 2019. At Chartwell, Sam has taken on roles ranging from Analyst to Senior Analyst, focusing on valuations of privately-held middle-market companies and conducting due diligence. Prior experience includes serving as an Intern Analyst and Aristotle Fund Student Manager at the University of St. Thomas, where Sam managed a portfolio exceeding $7 million. Sam also worked as a Universal Banker at North American Banking Company, where responsibilities included promoting bank products and engaging in community development. Additionally, Sam contributed as a Model Development Contractor at RBC Wealth Management, developing performance data trackers for investment portfolios. Earlier work experience includes serving as a Member Services Representative at HomeTown Credit Union. Sam holds a degree from the University of St. Thomas, awarded in 2020.
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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.