Chris Staloch, ASA

Chris Staloch, ASA
Managing Director

PRESENT POSITION

Chris joined Chartwell in 1997 and leads the firm’s Architecture and Engineering (AE) practice.  He provides financial advisory services to over 100 clients throughout the United States within the AE industry sector.  A substantial portion of his work relates to Employee Stock Ownership Plans and providing independent financial advisory services to ESOP Trustees and other corporate fiduciaries.

 

MEMBERSHIPS AND DESIGNATIONS

Chris is an active member of the American Council of Engineering Companies (ACEC), where he is responsible for the development of the Finance Tracks for ACEC’s two annual conferences.  He is an active member of Employee-Owned S Corporations of America (ESCA) and The ESOP Association, where he previously served on the Advisory Committee and the Finance Advisory Committee, respectively.  Chris is also an active member of the National Center for Employee Ownership (NCEO).  He is a Registered Representative with Chartwell affiliate, CCS Transactions, LLC and holds FINRA Series 63 and 79 licenses.  Chris is also designated as an Accredited Senior Appraiser in Business Valuation by the American Society of Appraisers and has previously served as an officer of the local chapter of the ASA.

Chris is a frequent speaker for employee and professional groups, boards of directors, and ESOP Trustees.  He is also a regular presenter to national trade associations on a variety of topics including capital structures, ESOPs, M&A, ownership transition, and valuation issues.

 

PRIOR EXPERIENCE AND EDUCATION

Chris holds Bachelor of Arts degrees in finance and marketing from the University of St. Thomas.