Managing Director
Chartwell Financial Advisory
Philadelphia, PA
For over 15 years, Tina has worked with boards of directors, trustees, and management teams of ESOP-owned companies to develop custom solutions for achieving long-term sustainability. With a deep expertise in ESOP repurchase obligation and plan design consulting, she leads the execution of comprehensive studies which provide analyses of the financial impact of funding all future capital claims, considering a company’s strategic objectives in relation to its ownership structure, and exploring issues related to compensation programs and optimal capital structure. Throughout her career, Tina has worked with hundreds of companies of all sizes in diverse industries across the country.
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Sustaining Success: Strategies for Maintaining a Thriving ESOP-Owned Company
Wednesday, April 16, 2025
11:15 AM – 12:15 PM MST