Sam Callen

Sam Callen

Sam performs analysis related to valuations of privately-held middle-market 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. Sam also studies the economic and industry conditions that can impact a company’s financial statements.



Sam began his career at Chartwell during his senior year of college when he participated in the firm's internship program. Prior to Chartwell, Sam worked at NABC where he managed banking client accounts. He also worked at RBC where he developed a model to help management track the performance of mutual funds.


As an undergraduate student, Sam was an equity research analyst for his school’s endowment fund. Sam graduated magna cum laude with a Bachelor of Arts degree in finance from the University of St. Thomas Opus College of Business.