Luke Jaeger

Luke Jaeger
Senior Analyst


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



Luke began his career at Chartwell during his senior year of college when he participated in our internship program.  As an undergraduate student, Luke served as the investments chair of his school’s Delta Sigma Pi Business Fraternity.  He also served as the elections and credentials chair of the Student Government.


Luke graduated with a Bachelor of Arts degree in finance with a minor in economics from the University of St. Thomas Opus College of Business.