Tim Knust-Graichen, CFA

Tim Knust-Graichen, CFA
Senior Associate

PRESENT POSITION
Tim has nine years of experience providing financial advisory and valuation services to both large public companies and privately-held middle market companies, including companies with employee stock ownership plans. He performs financial advisory engagements for a variety of purposes including corporate planning, financial reporting (ASC 805, ASC 350, ASC 718), gift and estate planning, and tax planning under IRC 409a, as well as complex securities and derivatives.  Tim has worked with and understands the varying needs of clients across a range of sizes and industries, and has particular expertise in assisting privately held companies assess the feasibility of merger and acquisition transactions through complex modeling and analysis.

 

MEMBERSHIPS AND DESIGNATIONS
Tim is a Chartered Financial Analyst (CFA) and a member of the CFA Institute and the CFA Society of Orange County.

 

PRIOR EXPERIENCE AND EDUCATION
Prior to joining Chartwell, Tim served as a manager within the life sciences and healthcare practice of Deloitte’s Modeling & Valuation division in Costa Mesa, California.  Previously, Tim was a manager at a boutique valuation and investment banking firm in Santa Ana, California where he worked primarily with ESOP company clients.

 

Tim holds a Bachelor of Science degree in business administration from the University of Southern California.