Director
Chartwell Financial Advisory
Portland, OR
Olivia joined Chartwell in 2013 and is a member of the firm’s valuation and transaction opinions practice. She provides financial advisory and valuation services, with a focus on employee stock ownership plans. Olivia also has experience advising companies on ownership transition strategies, including buy-side and sell-side transactions. Throughout her career, she has worked with a diverse array of companies across various industry sectors and has extensive experience advising architecture and engineering firms.
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ESOP Best Practices: Understanding the Annual Valuation Process & Valuation Drivers
Tuesday, April 15, 2025
2:15 PM – 3:15 PM MST