Paul Halverson

Paul Halverson
Managing Director & CEO

PRESENT POSITION

Paul began his career providing independent business valuation services to privately-held companies and their shareholders.  He was introduced to his first ESOP-owned company in 1987 and has since developed an expertise providing ownership transition, financial advisory, and business valuation services to business owners and ESOP Trustees. 

He founded Chartwell in 1995 and has grown the firm into a leading national financial advisory firm serving the middle market with a focus on valuation, strategic advisory, and corporate finance.

Over 30+ years of experience in the ESOP industry, he led Chartwell’s development from a valuation firm into a full service financial advisory firm offering unmatched professional guidance on all financial aspects an organization may encounter during the lifecycle of ESOP ownership.  He currently devotes the majority of his client focus advising companies, Board of Directors, ESOP Trustees, and business owners on long range ownership and capital planning matters

 

MEMBERSHIPS AND DESIGNATIONS

Paul is an active member of The ESOP Association and the National Center for Employee Ownership where he has been a frequent speaker and thought leader.

He is a registered representative with Chartwell affiliate, CCS Transactions, LLC and holds FINRA Series 24, 63, and 79 licenses.

 

PRIOR EXPERIENCE AND EDUCATION

Paul holds a Bachelor of Arts degree with a concentration in finance from the University of St. Thomas in St. Paul, Minnesota.