Haley Schanks, CPA

Haley Schanks, CPA
Senior Analyst


Haley performs analysis related to valuations of privately held middle markets companies, including companies with Employee Stock Ownership Plans.  She is skilled in the areas of gathering due diligence information and analyzing guideline public companies, as well as examining merger and acquisition markets.  Haley also studies the economic and industry conditions that can impact a company’s financial statements.



Haley is designated as a Certified Public Accountant (active).



Haley began her career at Chartwell during her senior year of college when she participated in our internship program.  As an undergraduate student, Haley served as President of her school’s Investment Club.  She was also a member of the Business Club.


Haley graduated summa cum laude with a Bachelor of Science degree in finance with a minor in accounting from Concordia University of St. Paul.