Reece Jacobson

Reece Jacobson
Analyst

Reece is a member of Chartwell’s corporate finance practice. He supports senior members of the firm with mergers and acquisitions, capital markets, and ESOP-related ownership transition transactions. Reece has experience in performing financial analyses, including valuation and cash flow modeling, creating marketing materials, and gathering and preparing due diligence information.

 

PRIOR EXPERIENCE & EDUCATION

Reece began his career at Chartwell during his senior year of college when he participated in the firm's internship program. Prior to Chartwell, Reece was an investment banking summer analyst at CliftonLarsonAllen where he worked on middle-market M&A transactions. Reece also spent time working as an intern for Proprietor’s Capital Holdings, a local angel investment fund.

 

Reece holds a Bachelor of Science degree in finance from the Curtis L. Carlson School of Management at the University of Minnesota.