Chad N. Bell, Asa
About Chad N. Bell, Asa
Chad N. Bell is a Manager and Valuation Supervisor at Marcum LLP in Coeur d'Alene, Idaho, with extensive experience in valuation roles across multiple states. He specializes in valuations for ESOP administration, gift and estate, and shareholder disputes.
Work at Marcum
Chad N. Bell currently serves as a Manager at Marcum LLP, a position he has held since 2021. He also works as a Valuation Supervisor at the same firm, a role he has occupied since 2020. His tenure at Marcum LLP spans multiple years and locations, including Coeur d'Alene, Idaho, and New Haven, Connecticut. In his capacity at Marcum, he specializes in valuations for Employee Stock Ownership Plan (ESOP) administration, gift and estate matters, and shareholder disputes.
Previous Experience
Chad N. Bell has a diverse professional background in valuation and financial analysis. He previously worked at Duff & Phelps, where he held several roles, including Valuation Analyst and Senior Associate, from 2016 to 2018 in San Francisco and New York City. Before that, he was the Head of Research at BYU Global Financial Advisors from 2015 to 2016 in Provo, Utah. His early career also includes positions as a Project Manager at American HealthCare Lending and various financial analyst roles at Cisco and Vivint.
Education and Expertise
Chad N. Bell earned a Bachelor of Science in Finance from Brigham Young University, where he studied Accounting and Finance from 2011 to 2016. His educational background provides a strong foundation for his expertise in valuation, equity research, and credit research, which he developed through various roles in the financial sector.
Valuation Specialization
Chad N. Bell specializes in valuations for several key areas, including ESOP administration, gift and estate valuation, and shareholder disputes. His extensive experience in these areas is supported by his roles at Marcum LLP and Duff & Phelps, where he focused on delivering accurate and reliable valuation services across multiple states.
Geographic Experience
Chad N. Bell has worked across several states in the United States, including Idaho, Connecticut, New York, and California. This geographic diversity in his professional experience enhances his understanding of regional market dynamics and valuation practices.