Professionals

Members of our team have worked for large cap investment banks, multinational corporations, global accounting firms, national banks, and esteemed law firms, allowing our clients access to a broad skill set and depth of experience.  Chartwell is dedicated to attracting and retaining these professionals to deliver exceptional advice to our clients.

Charles Allen, CFA
Analyst
Chicago, IL
Jeff Anderson
Senior Analyst
Minneapolis, MN
Ryan Atchley, CAIA
Associate
Portland, OR
Peter Badal
Senior Associate
Chicago, IL
Wil Becker, ASA
Managing Director
Minneapolis, MN
John Bjorklund
Analyst
Minneapolis, MN
Will Bloom
Managing Director
Chicago, IL
Nick Braun
Vice President
Portland, OR
Rich Chapman
Managing Director
Minneapolis, MN
Tim Cleary
Managing Director
Minneapolis, MN
Matt Dennison
Associate
Minneapolis, MN
Nate Dykes
Analyst
Minneapolis, MN
Matt Ewing
Associate
Minneapolis, MN
Rob Faust
Analyst
Minneapolis, MN
Amanda Felleson
A/P - Payroll Specialist
Minneapolis, MN
Michael Fischer
Analyst
Minneapolis, MN
Rachel Flaskey, CPA/ABV/CFF, ASA
Vice President
Minneapolis, MN
Greg Fresh
Managing Director
Minneapolis, MN
Brittany Funk
Executive Assistant
Minneapolis, MN
Mark Gehrig, CFA, ASA, CBA
Managing Director
Minneapolis, MN
Michael Grad
Managing Director
New York, NY
Josh Graff
Analyst
Minneapolis, MN
Ryan Graham
Principal
Minneapolis, MN
Paul Halverson
Managing Director & CEO
Minneapolis, MN
Ted Hansen
Chief Financial Officer
Minneapolis, MN
Crystal Horgan
Executive Assistant
Portland, OR
Stephanie Johnson
Senior Analyst
Minneapolis, MN
Richard Joseph
Managing Director
Orange County, CA
Dan Kaczmarek
Vice President
Chicago, IL
Ted Kang
Senior Analyst
Chicago, IL
Matt Keene
Managing Director
Raleigh, NC
Tim Knust-Graichen, CFA
Senior Associate
Orange County, CA
Tim Lang
Vice President
Minneapolis, MN
Ted Margarit
Principal
Chicago, IL
Collin Mayer
Senior Associate
Minneapolis, MN
Steve Nelson, ASA
Managing Director
Minneapolis, MN
Kevin Phelan
Analyst
Chicago, IL
Olivia Pieschel
Senior Associate
Portland, OR
Brandon Ploen
Analyst
Minneapolis, MN
Alex Quinnell
Associate
Chicago, IL
Will Rehnberg
Analyst
Minneapolis, MN
Lindsey Reilly
Executive Assistant
Minneapolis, MN
Diane Riley
Director of Human Resources
Portland, OR
Jasmine Riley
Office Manager
Minneapolis, MN
Kayla Schmidtke
Senior Accountant
Minneapolis, MN
Matt Schubring, ASA
Managing Director
Minneapolis, MN
Kurri Sewich
Vice President
Minneapolis, MN
Joe Skorczewski
Principal
Minneapolis, MN
Dylan Skule
Analyst
Minneapolis, MN
Chandler Smith
Office Manager
Chicago, IL
Chris Staloch, ASA
Managing Director
Minneapolis, MN
Reed Stauffer
Senior Analyst
Portland, OR
Isaac St. Marie
Analyst
Portland, OR
Peggy Tanzer
Executive Assistant
Minneapolis, MN
Maze Thompson
Analyst
Minneapolis, MN
Allen Verbrugge
Associate
Minneapolis, MN
Rob Wadsten III, CPA, ASA-BV/IA
Vice President
Minneapolis, MN