Joe is a leading expert in providing valuation and corporate finance services to privately-held architecture and engineering (A&E) firms. Since 2004, he has focused on advising employee-owned companies, including serving as a trusted financial advisor to boards of directors and ESOP trustees. Joe leads Chartwell’s A&E practice, which has grown to serve over 150 clients.

With extensive experience in mergers and acquisitions (M&A), Joe guides both buyers and sellers through complex transactions. He also advises clients on ownership transition strategies and helps mature ESOPs operate sustainably. Joe is dedicated to advancing the business of engineering by providing expert guidance on financial matters and educating A&E professionals on the benefits and value of employee ownership. His passion lies in helping these firms thrive through smart, strategic financial decisions.