Chartwell Financial Advisory
Sam Newcomb is a finance professional with extensive experience in investment and financial advisory roles. Currently serving as a Senior Associate at Chartwell Financial Advisory since July 2023, Sam previously held positions as an Associate in both private equity investments at Thrivent and at Chartwell Financial Advisory. Sam's career began at CIBC US as a Credit Analyst and Commercial Banking Intern. Sam holds a degree from the University of Minnesota's Carlson School of Management, obtained in 2018.
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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.