Chartwell Financial Advisory
Sean Lindberg, MBA, is an experienced Investment Banking Analyst at Chartwell Financial Advisory, Inc. since June 2021. As an MBA Candidate and Student Portfolio Manager for the Aristotle Investment Fund at the University of St. Thomas since August 2019, Sean has honed skills in equity valuations through various techniques, including discounted cash flow models and enterprise market multiples. Prior experience includes serving as a Financial Advisor at Merrill Lynch from July 2018 to June 2019. Sean holds a Graduate degree in Finance from the University of St. Thomas and a Bachelor's degree from the University of Jamestown.
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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.