Jeff Anderson

Jeff Anderson

Jeff joined Chartwell in 2015 and is a member of the firm’s valuation and transaction opinions team. He has experience advising privately-held business owners and management teams on a wide range of services including ESOP valuations, ESOP transactions, mergers and acquisitions, and strategic alternatives. He has expertise in financial modeling, cash flow analysis, and the analysis of guideline public companies and M&A markets.


Jeff co-heads Chartwell’s internship program. He leads on-campus recruiting efforts and supervises the training and development of the firm’s financial analyst interns.



Prior to joining Chartwell, Jeff interned for a large medical device company, where he analyzed current and future market opportunities for specific devices.


Jeff holds a Bachelor of Arts degree, with honors, in finance from the University of St. Thomas Opus College of Business