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Matthew Dennison
Vice President at Chartwell Financial Advisory, Inc.
Professional Background
Matthew Dennison is a prominent figure in the advisory practice at Chartwell Financial Advisory, Inc., where he has amassed a wealth of experience in guiding companies through complex financial landscapes. His expertise centers around finance, ownership, and compensation strategies, which he utilizes to promote long-term sustainability for his clients. As a dedicated advisor, Matthew excels in a variety of ownership advisory engagements, including strategic alternatives, Employee Stock Ownership Plan (ESOP) transactions, and capital structure analyses. He works closely with business owners, management teams, and board directors at employee-owned companies, offering a holistic perspective on each firm's financial position and the implications of strategic decisions on stakeholders.
Matthew’s approach combines analytical rigor with creative problem-solving, aimed at developing practical solutions that align with companies' objectives. His passion for providing tailored guidance ensures that his clients navigate challenges effectively while seizing opportunities for growth.
Education and Achievements
Matthew's educational journey laid a solid foundation for his successful career in finance and advisory services. He studied Finance and Economics at the University of Saint Thomas, where he graduated with an impressive 3.7 GPA. Furthermore, he is a Level II Candidate in the Charter Financial Analyst (CFA) Program, having studied at the esteemed CFA Institute since 2016. This rigorous program has further honed his analytical skills and deepened his financial knowledge, equipping him to tackle complex financial issues.
In addition to his academic accomplishments, Matthew has had a distinguished career trajectory at Chartwell Financial Advisory, Inc., where he transitioned through several roles from Senior Analyst to Vice President. This progression highlights his strategic insight and capability to handle increasingly complex advisory projects.
Before his tenure at Chartwell, Matthew gained invaluable experience in equity research roles, starting as an Equity Research Intern at RBC Capital Markets, followed by positions as an Equity Research Associate at Northland Securities, and as an Equity Research Senior Associate at RBC Capital Markets. His background in equity research has provided him with deep analytical insights and a comprehensive understanding of market dynamics.
Notable Positions Held
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Vice President, Chartwell Financial Advisory, Inc.: In this senior role, Matthew leads teams in advising clients on complex financial matters, reinforcing Chartwell's commitment to providing outstanding advisory services.
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Senior Associate, Chartwell Financial Advisory, Inc.: During this time, he contributed to several successful projects and developed key analytical frameworks that enhanced client engagements.
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Equity Research Senior Associate, RBC Capital Markets: Here, he applied his analytical skills to evaluate market trends and investment opportunities, influencing strategic investment decisions.
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Associate, Chartwell Financial Advisory, Inc.: Matthew gained hands-on experience in ownership advisory before advancing to his current position.
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Equity Research Associate, Northland Securities: In this role, he analyzed financial data to provide investment insights that benefited both the firm and its clients.
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Equity Research Intern, RBC Capital Markets: His early experiences in equity research provided critical insights into financial markets and investment analysis that have been invaluable in his advisory career.
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Data Analysis Intern, Junior Achievement: This internship provided Matthew with an initial grounding in data analysis and reporting, skills that have served him well throughout his career.
Achievements
Matthew's career reflects not only a commitment to excellence but also a continuous drive for professional growth. His role at Chartwell Financial Advisory, particularly in the advisory practice, has positioned him as a thought leader in finance and ownership strategies. He has been instrumental in shaping the advisory process for various companies navigating their financial journeys. His ability to analyze complex financial data and synthesize it into actionable strategies makes him an asset to every team he joins.
Furthermore, Matthew's involvement with employee-owned companies emphasizes his dedication to fostering financial sustainability in the ownership model. He understands the unique dynamics of these firms and leverages his expertise to help them thrive in today's competitive landscape. This effort not only supports the companies he advises but also contributes positively to the employees and communities associated with these businesses.
With a blend of academic prowess and extensive professional experience, Matthew Dennison exemplifies what it means to be a leader in financial advisory. His unwavering dedication to his clients is a testament to his character and his commitment to making a meaningful impact on the companies and communities he serves.
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Clay offers tiered pricing options to suit different needs. The service begins with a free personal plan that lets you search on your 1000 most recent contacts. Clay offers a Pro Plan ($10 when billed annually) with unlimited contacts. Clay for Teams starts at $49/month/seat. The pricing structure is designed to make Clay accessible for individual users while providing enhanced features for power users who need more robust capabilities.
Yes, Clay offers extensive integration capabilities. Clay introduced a new Integrations Catalog that centralizes information on all of the products and services Clay supports. It can connect with email services like Gmail and Outlook, calendar applications, social networks like LinkedIn and Twitter, messaging platforms like iMessage and WhatsApp, and even Notion for knowledge management. Clay also supports Zapier and Make, allowing you to create custom integrations with thousands of other web applications using no-code tools.
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Clay offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Clay's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Clay has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
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.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
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