Chartwell Welcomes Senior Associate Tim Knust-Graichen

ANAHEIM HILLS, California – March 7, 2017– Chartwell Financial Advisory, Inc. is pleased to announce the hiring of Tim Knust-Graichen as a Senior Associate, further expanding the firm’s valuation expertise on the West Coast.

“We are excited to have Tim join the Chartwell team in California,” said Richard Joseph, Managing Director in Orange County.  “Tim’s diverse valuation and transaction expertise will enhance our ability to deliver a broad array of financial advisory services in our West Coast practice.”

Tim brings nine years of experience providing financial advisory services to both large public companies and privately-held middle market companies, including companies with employee stock ownership plans (ESOPs). He has performed 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.

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

Tim is a CFA charter holder and a member of the CFA Institute and the CFA Society of Orange County. He earned a Bachelor of Science in Business Administration from the University of Southern California.

 

About Chartwell Financial Advisory

With five offices across the country, Chartwell is a national leader in financial advisory for privately held middle-market companies.  Since 1995, the firm has provided creative, responsible, and unbiased advice and solutions to help companies, stakeholders, and fiduciaries achieve their goals and objectives.  Chartwell’s services include providing counsel related to ownership advisory, executive compensation, risk mitigation, buy- and sell-side M&A, capital markets, transaction opinions, and valuations for a variety of purposes including corporate planning, ESOPs, estate and gift, and financial reporting.  For more information, visit www.chartwellfa.com.

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