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Kris has valuation experience related to a variety of purposes. Kris is proficient in the analysis of public market guideline companies, merger and acquisition markets and evaluating industry and economic conditions that impact a company's operations.
Prior to joining Chartwell, Kris interned at a regional financial planning firm where he reported directly to the Director of Financial Planning and Director of Investments. His duties included asset allocation research, as well as the analysis and monitoring of client plan implementation processes and timelines.
As an undergraduate student, Kris spent a semester abroad studying financial theory, banking, and corporate strategy in St. Gallen, Switzerland. Additionally, Kris served as a Financial Fundamentals student tutor at the Carlson School of Management.
Kris holds a Bachelor of Science degree in finance from the University of Minnesota Carlson School of Management.
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