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Chris Staloch
Managing Director, Chartwell Financial Advisory, Inc.
Professional Background
Chris Staloch is a highly regarded Managing Director at Chartwell Financial Advisory, Inc., a firm that has established itself as a national leader in financial advisory services, corporate finance, transaction opinions, and business valuation. With a focus on serving the specific needs of middle-market companies, Chris leads the firm’s Architectural, Engineering, and Consulting practice, ensuring that the diverse needs of clients in this sector are effectively met. Since joining Chartwell in 1986, Chris has built a reputation as a trusted advisor, facilitating fair market valuations for businesses participating in Employee Stock Ownership Plans (ESOPs) and compliance under ERISA regulations.
Through his leadership, Chartwell has become a recognized authority in the valuation of ESOPs, providing annual valuations for over 240 ESOP companies across the United States. Chris’s commitment to excellence and meticulous attention to detail have earned him the trust of many clients, including some of the country’s most notable ESOP companies, allowing them to maximize their potential and adhere to regulatory requirements.
Education and Achievements
Chris Staloch's educational background is impressive, having studied at the esteemed University of St. Thomas - Opus College of Business, where he earned a Bachelor of Arts in Finance, Marketing, and Psychology. This diverse academic foundation has significantly enhanced his analytical skills and his ability to understand complex financial situations from multiple perspectives. His education has played a fundamental role in shaping his professional career, allowing him to combine financial acumen with insights into human behavior which is especially beneficial in corporate consulting and advisory roles.
Beyond his impressive career and educational achievements, Chris has also taken an active role in various professional organizations related to ESOPs, ensuring that he remains at the forefront of industry trends and best practices. His involvement has not only kept him informed about the latest developments in the field but has also allowed him to contribute to discussions that shape valuation standards and practices.
Notable Contributions
One of the significant achievements in Chris's career has been his ability to successfully navigate the ever-evolving landscape of ESOP valuations. His expertise in this area has been instrumental in guiding clients through complex valuation processes, helping them understand the nuances of their business worth. This guidance is crucial for ESOP companies, as accurate valuations are paramount for compliance and operational planning.
Moreover, Chris's role has expanded as Chartwell continues to grow and adapt to the diverse industries and challenges faced by its clients. Leading a dedicated team, Chris enhances the firm's service offerings and ensures that every client receives tailored solutions that address their unique circumstances. His leadership style focuses on collaboration and knowledge sharing, which has cultivated a strong team atmosphere that values client relationships and delivers exceptional results.
In addition to his role at Chartwell, Chris's commitment to professional development is evident through his active participation in various ESOP organizations. He continually seeks opportunities to enhance his knowledge and skills while sharing insights and trends with peers and clients alike. His dedication solidifies Chartwell's position as a trusted resource in the field.
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Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
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