Ryan Graham

Ryan Graham
Principal

PRESENT POSITION

Ryan has been assisting privately held business owners and management teams in analyzing the financial impact of transactions and the ongoing repurchase liability for ESOP companies since 2004.  He is recognized nationally as a leader in repurchase liability forecasting, and helped develop the online repurchase liability modeling software used by hundreds of ESOP companies annually.  Ryan also has significant experience in analyzing the sustainability of ESOP companies.  In addition, he has extensive experience modeling the benefit levels provided by companies to ESOP participants. Throughout his career, Ryan has worked with companies of many different sizes in diverse industries across the country.  Ryan has worked with over a third of NCEO’s “The Employee Ownership 100: America’s Largest Majority Employee-Owned Companies.”

 

MEMBERSHIPS AND DESIGNATIONS

Ryan is a member of The ESOP Association and the National Center for Employee Ownership.  Ryan has presented to employee groups, management teams, boards of directors, investors, and trustees on the topics of ESOP repurchase obligation, ESOP Sustainability, and ESOP Benefit Level Analysis.

 

PRIOR EXPERIENCE AND EDUCATION

Prior to joining Chartwell, Ryan led the ESOP financial analysis team at Principal Financial Group, providing repurchase liability, feasibility, sustainability and benefit-level modeling to ESOP companies. 

 

Ryan holds a Bachelor of Business Administration degree in finance from the University of Wisconsin - Whitewater.