Calvin E. Swartley, CFA, ASA in

Calvin E. Swartley, CFA, ASA

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Principal at Baker Tilly US
📍 Portland, Oregon, United States

Calvin E. Swartley is a Principal in Financial Advisory Services at Baker Tilly with over 25 years of experience specializing in business valuation. He holds both the Chartered Financial Analyst (CFA) and Accredited Senior Appraiser (ASA) designations and earned his MBA from Washington University in St. Louis.

He has a keen interest in corporate finance, demonstrated by his posts on the Baker Tilly and Moss Adams merger, IPO tax considerations, and specialized accounting seminars. His professional focus is on valuing a wide range of business entities and financial instruments.

Following the combination of Moss Adams and Baker Tilly in 2025, he transitioned from Partner to his current role as Principal.

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Experience
3 Years
Current Role
Principal
Job Level
Junior
Location
Portland, Oregon, United States
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Priorities

Topics Calvin cares about

Business Valuation
With over 25 years of experience, he specializes in analyzing and valuing operating companies, partnerships, and various financial instruments.
M&A Integration
He has recently been involved in the significant merger between Moss Adams and Baker Tilly, sharing articles about their new journey together.
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Career

Work history

6-2025
Principal
Baker Tilly US
1-2022 - 6-2025
Partner - Deal Advisory Services - Valuations
Moss Adams LLP
In the press

Media appearances

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Education
Master of Business Administration (MBA)
Washington University in St. Louis - Olin Business School
Bachelor of Science
Lewis & Clark College
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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