CHARTWELL INVESTMENT PARTNERS - Key Persons
Job Titles:
- Director of ESG, Risk and Analysis
Allen is a Director of ESG, Risk and Analysis and is responsible for developing Chartwell's sustainability program, quantitative monitoring of Chartwell's strategies, and assisting with Chartwell's private client accounts. Allen has been with Chartwell since 2016. Allen is also part of the ESG Committee and the Technology Committee. Prior to this role, Allen was a Strategic Accounts Manager responsible for serving the independent channel on Chartwell's Advisor Services group. Before joining Chartwell, Allen was Director of Analytics and Product Management at the Killen Group and a Research Analyst at the Killen Group prior to that. He also worked as a Business Valuation Manager at Deloitte Financial Advisory Services and as a Senior Auditor at Deloitte & Touche early in his career.
Education:
B.S. in Finance from the Pennsylvania State University
Andy is a Senior Portfolio Manager on Chartwell's fixed income investment team overseeing the high yield fixed income strategies. Andy also serves as a member of the Executive Committee and the ESG Committee. During his tenure at Chartwell, the fixed income team has grown to manage multiple mandates. Andy has been with Chartwell since 1999. Prior to joining Chartwell, Andy was part of a team managing high yield corporate bonds for Nomura Corporate Research and Asset Management, Inc.
Ariel is an Operations Specialist at Chartwell Investment Partners. Ariel joined Chartwell in 2022. Prior to joining Chartwell, Ariel worked at Bank of NY Mellon as a Senior NAV Operations Investment Accountant.
Education:
Bachelor of International Business/ Accounting from Temple University, Fox School of Business
Ben is a Research Analyst on Chartwell's small and mid cap growth equity investment team and joined Chartwell in 2022. Prior to joining Chartwell, Ben was a Vice President of Equity Research in the Healthcare Services sector at Jefferies, LLC. Previously, Ben was an Equity Research Analyst focusing on restaurants for Telsey Advisory Group. Earlier in his career, he worked for Avondale Partners as an Equity Research Associate in the Business Services sector.
Chris is a Senior Portfolio Manager on Chartwell's fixed income investment team overseeing all the high-grade fixed income strategies. She was an original founding partner of the firm in 1997 and serves as a member of the Executive Committee and Investment Committee. She is also co-chair for the Diversity, Equity and Inclusion Committee. During her tenure at Chartwell, the fixed income team has grown to manage multiple mandates. Prior to joining Chartwell, Chris was an Assistant Vice President in fixed income at Meridian Investment Company. Chris began her career with Merrill Lynch.
Education:
B.S. in Economics from the University of Delaware
MBA in Finance from St. Joseph's University
Cindy is the Director of Operations and has been with Chartwell since our inception in 1997. Cindy is responsible for overseeing the operations group. She is also the Compliance Officer who heads the Brokerage Committee and performs the internal trade execution reviews. She is also a member of the Technology Committee. Prior to joining Chartwell, Cindy worked as a Manager of Operations at Wolf Webb Management.
Dave is a Senior Portfolio Manager leading Chartwell's value equity investment team. He serves as a member of the Executive Committee and was an original founding partner of the firm in 1997. Prior to Chartwell's inception, he was a Portfolio Manager for Delaware Investment Advisers, managing a small cap value mutual fund, the Value Fund, and previously assisting in managing mutual funds and institutional assets in small and mid cap styles. Dave also worked as an Assistant Portfolio Manager of the mid cap value and small cap growth products at Lord, Abbett & Co.
Education:
B.S. in Business Management from Clarkson University
MBA from Cornell University
Doug is a Senior Portfolio Manager on Chartwell's equity investment team managing the covered call strategy and joined Chartwell in 2003. He also serves as a member of the Executive Committee. Prior to joining Chartwell, he held several positions at Morgan Stanley Investment Management (Miller Anderson & Sherrerd) including Head of Mutual Fund Administration and Vice President and Treasurer of the MAS Funds. His last position held was Senior Associate and Analyst for the large cap value team. Earlier in his career, he worked at Price Waterhouse (PricewaterhouseCoopers) and then was an Assistant Vice President and Senior Accounting Officer at Provident Financial Processing Corporation.
Eric is an Operations Specialist at Chartwell Investment Partners. Eric has been with Chartwell since 2010. Prior to joining Chartwell, Eric worked at Sterling Capital Management and the Vanguard Group.
Education:
B.A. in Communications from York College of Pennsylvania
Frank is a Senior Portfolio Manager responsible for leading Chartwell's growth equity strategies. Frank has been with Chartwell since 2016. Prior to joining Chartwell, Frank worked as a Portfolio Manager at Lazard Asset Management. Earlier in his career, he worked as a Portfolio Manager at Turner Investments and as a Portfolio Manager at First Fidelity Bank Corporation.
Education:
B.S. in Economics from the University of Pennsylvania
Greg is the Chief Financial Officer and is responsible for overseeing the management of the finances of the firm. Greg joined Chartwell in 1997 and also serves as a member of the Executive Committee. Prior to joining Chartwell, Greg was a National Accounting and Systems Advisor for Commonwealth Land Title Insurance Company. He was also the Supervisor of Financial Services for Hemming Morse CPA's and Consultants. Greg began his career with Northwest Administrators.
Education:
B.S. in Business Administration from Bucknell University
Certified Public Accountant (inactive)
Heather is an Operations Specialist at Chartwell Investment Partners. Heather has been with Chartwell since 2005. Prior to joining Chartwell, Heather worked at SEI Investments as a Portfolio Accountant and Free Asset Movement Analyst.
Education:
B.S. in Business from Penn State Berks Lehigh Valley
Job Titles:
- Assistant Portfolio Manager / Analyst
Jim is an Assistant Portfolio Manager and Analyst on Chartwell's fixed income investment team. At Chartwell, Jim focuses on trading the front-end and intermediate parts of the credit curve for the Investment Grade Fixed Income portfolios. He also serves as a member of the Brokerage Committee. Jim has been with Chartwell since 2010. Prior to joining Chartwell, Jim was a financial consultant for RBC Wealth Management.
Education:
B.S. in Finance from Loyola College of Maryland
MBA in Business Administration and Finance from Saint Joseph's University
Jared is a Research Analyst on Chartwell's value equity investment team and joined Chartwell in 2019. Prior to joining Chartwell, Jared was an Investment Manager for North American Equities at Aberdeen Standard Investments.
Education:
B.S. in Economics with concentrations in Finance and Marketing from The Wharton School of the University of Pennsylvania
Jason is a Trader at Chartwell Investment Partners. Jason has been with Chartwell since 2008. Prior to joining Chartwell, he worked for PNC Advisorport and Managers Investment Group. Jason also worked as a Fund Accountant at the Vanguard Group.
Education:
B.S. in Finance from Loyola College
Jeff is a Portfolio Manager on Chartwell's equity investment team managing the Dividend Value Strategy and joined Chartwell in 2013. Prior to joining Chartwell, Jeff was employed at Cruiser Capital, where he served as a Research Analyst. Previously, he was a Vice President in Institutional Sales and Trading at Hudson Securities. Earlier in his career, Jeff worked at Bank of America as an Analyst in Institutional Sales and Trading.
Education:
B.A. in Diplomatic History from the University of Pennsylvania
MBA in Finance from The Wharton School of the University of Pennsylvania
Job Titles:
- Portfolio Manager
- Senior Analyst
John is a Portfolio Manager/Senior Analyst on Chartwell's fixed income investment team and joined Chartwell in 2007. Prior to joining Chartwell, John worked for Collateral Processing Group, LLC where he was a Founder and Managing Principal. He also worked for Sunrock Capital Corporation where he was Chief Financial Officer. Earlier in his career, he worked for Chase Securities, Inc. where he was a Senior High Yield Analyst.
Education:
B.S. in Finance and B.S. in Economics from the Pennsylvania State University
John is an Analyst on Chartwell's large cap equity investment team and joined Chartwell in 2022. Prior to joining Chartwell, John was employed at The Legacy Foundation, LLC, where he served as an Investment Analyst. John is also a Level 2 CFA candidate.
Education:
B.A. in Financial Economics and Econometric Statistics from the University of Virginia
Chartered Financial Analyst (CFA) - Level II candidate
Job Titles:
- Vice President of Institutional Sales at Raymond James Investment Management
Joe is a Vice President of Institutional Sales at Raymond James Investment Management. Chartwell Investment Partners is a wholly-owned subsidiary of Raymond James Investment Management. Joe has been with Chartwell since 1999. Previously, Joe was a Vice President with Chartwell's Marketing and Client Service team. In addition to his Client Services and Marketing responsibilities, Joe was also a member of the ESG Committee and the Proxy Voting Committee. Prior to joining Chartwell, he was employed at SEI Investments as a Mutual Fund Analyst.
Education:
B.S. in Business Administration and Human Resource Management from Cabrini College
Job Titles:
- Research Analyst
- Research Analyst / Trader
Kiernan is a Research Analyst/Trader on Chartwell's fixed income investment team and joined Chartwell in 2021. Prior to joining Chartwell, Kiernan was employed at Duff and Phelps as an Analyst in their real estate advisory group.
Education:
B.S. in Finance from Lehigh University
M.S. in Finance from Villanova University
Job Titles:
- Portfolio Manager
- Portfolio Manager for Chartwell
Mark is a Portfolio Manager for Chartwell's equity investment team managing the large cap growth strategy and has been with Chartwell since 2018. Prior to joining Chartwell, Mark was a member of the equity team at Columbia Partners and served as a co-team leader on their large cap equity portfolios. Prior to joining Columbia Partners, Mark spent four years analyzing equity securities at Invesco. He also previously held research positions in the economics departments at Morgan Stanley and the Federal Reserve Bank of New York.
Education:
B.A. in Economics from Swarthmore College
MBA from the Amos Tuck School at Dartmouth College
Job Titles:
- Director of Client Administration
Melissa is a Director of Client Administration on Chartwell's Marketing and Client Service team. Melissa is also involved in the ESG Committee, Diversity, Equity and Inclusion Committee, and the Proxy Voting Committee. She joined Chartwell in 2016 from The Killen Group, where she was the Manager of Client Services & Communications. Melissa has also worked for Context Capital Partners and Urban Outfitters, Inc.
Education:
B.S. in Management from East Stroudsburg University
Job Titles:
- Senior Vice President of Institutional Sales at Raymond James Investment Management
Mike is a Senior Vice President of Institutional Sales at Raymond James Investment Management. Chartwell Investment Partners is a wholly-owned subsidiary of Raymond James Investment Management. Previously, Mike was the Director of Client Services at Chartwell and has been responsible for overseeing the firm's institutional distribution efforts. He was a founding partner of Chartwell in 1997 and served on the firm's Executive Committee as well the Diversity, Equity and Inclusion Committee. Prior to Chartwell, he was a Vice President at Delaware Investment Advisors. He also worked as Director of Marketing at RTE Asset Management and at the Travelers Asset Management Group.
Education:
B.S. in Labor Studies from the Pennsylvania State University
Job Titles:
- Administrative Support Specialist
Nancy is an Administrative Support Specialist on Chartwell's Marketing and Client Service team. Nancy has been with Chartwell since 2019. Prior to joining Chartwell, Nancy worked at G.W. Story, Inc. and at Brinker Financial.
Job Titles:
- Vice President of Institutional Sales at Raymond James Investment Management
- Vice President, Institutional Sales
Nick is a Vice President of Institutional Sales at Raymond James Investment Management. Chartwell Investment Partners is a wholly-owned subsidiary of Raymond James Investment Management. Nick joined Raymond James Investment Management as a Senior Associate on the same sales team and was promoted to his current position. Previously, Nick worked at the firm's parent company Raymond James Financial as a portfolio specialist and, prior to that, for Morgan Stanley.
Education:
B.S. in Finance from Florida State University
Pete is a Senior Portfolio Manager on Chartwell's equity investment team managing the dividend value strategy and has been with Chartwell since 2010. Pete also serves as a member of the Executive Committee. Prior to joining Chartwell, he was a Co-Chief Investment Officer at Knott Capital and a Portfolio Manager at Sovereign Asset Management. He also spent time as a portfolio manager at Geewax, Terker & Company.
Job Titles:
- Investment Management
- Senior Vice President, Institutional Sales
- Vice President, Institutional Sales
John is a Vice President of Institutional Sales at Raymond James Investment Management. Chartwell Investment Partners is a wholly-owned subsidiary of Raymond James Investment Management. John has been with Chartwell since 2000. Previously, John was the Director of Taft-Hartley Services with Chartwell's Marketing and Client Service team. Prior to joining Chartwell, John was a Vice President of Marketing and Client Service at Delaware Investment Advisers. Earlier in his career, John was employed by the Luxottica Group as a Manager of Marketing and Client Service.
Education:
B.S. in Health and Human Development from the Pennsylvania State University
Job Titles:
- Client Service Administrator
- Compliance & Client Service Associate
Rebecca is a Client Service Administrator on Chartwell's Marketing and Client Service team. She joined Chartwell in 2016 from The Killen Group where she was an Administrative Assistant and Property Manager. Rebecca also worked as a Client Service Associate at Berwyn Financial Services.
Education:
B.S. in Business Administration from Immaculata University
Reid is a Portfolio Manager on Chartwell's value equity investment team. Reid has been with Chartwell since 2010. Previously, Reid was an Investment Analyst for Aberdeen Asset Management in the North American Equities division.
Education:
B.S. in Business Management from Babson College
Shawn is the Head Trader for Chartwell Investment Partners. Shawn has been with Chartwell since 1999. Prior to joining Chartwell, he worked as a Corporate Actions Specialist at J.P. Morgan. Shawn also worked as a Mutual Fund Accountant at SEI Corporation.
Education:
B.S. in Accounting from the Pennsylvania State University
Job Titles:
- Manager of Back Office Operations
Sonya is a Manager of Back Office Operations on the Accounting and Operations team. Sonya has been with Chartwell since 2017. She is also involved in several committees including the Diversity, Equity and Inclusion, Investment Guidelines and Brokerage Committees. Prior to joining Chartwell, she worked as a Financial Reporting Specialist Supervisor at SEIC and as a Financial Reporting Specialist at BNY Mellon.
Education:
B.S. in Business Administration, with a concentration in Accounting from Pierce College
Ryan is a Senior Portfolio Manager on Chartwell's value equity investment team. He is also a member of the firm's Executive Committee and has been with Chartwell since 2007. Prior to joining Chartwell, Ryan co-managed the small cap value equity strategy at Credit Suisse Asset Management. He began his career at a middle market investment bank where he helped small public and private companies evaluate strategic alternatives, access capital markets, and execute mergers and acquisitions.
Education:
B.A. in Economics from Duke University
MBA in Finance and Entrepreneurial Management from The Wharton School of the University of Pennsylvania
Job Titles:
- Portfolio Manager
- Senior Analyst
Theresa is a Portfolio Manager/Senior Analyst on Chartwell's small and mid cap growth equity investment team. Theresa was previously with Chartwell from 2016 to 2020 and rejoined the firm in 2022. Prior to re-joining Chartwell, Theresa worked as a Vice President/Equity Research Analyst at Voya Investment Management. Previously, Theresa worked as an Associate Director of US Strategy and Planning at Merck; a Healthcare Investment Analyst with American Century Investments, and as a Global Equity Analyst at Turner Investments. She began her career as a Health and Welfare Associate at Towers Watson.
Education:
Bachelor of Business Administration from Temple University, Fox School of Business
Job Titles:
- Research Analyst / Trader
Thomas is a Research Analyst/Trader on Chartwell's fixed income investment team and joined Chartwell in 2023. Prior to joining Chartwell, Thomas was employed at MetLife Investment Management as a Credit Research Analyst on their public fixed income team. Earlier in his career, Thomas served as a Nuclear Submarine Officer and a Naval ROTC instructor at Georgia Tech while in the US Navy.
Education:
B.S. in Quantitative Economics from the U.S. Naval Academy
Master of Engineering Management from Old Dominion University
MBA with a concentration in Finance from the Georgia Institute of Technology, Scheller College of Business
Thomas is a Research Analyst with Chartwell's value equity investment team and joined Chartwell in 2019. Thomas also serves as a member of the ESG Committee and the Diversity, Equity and Inclusion Committee. Prior to joining Chartwell, Thomas was a Research Analyst for Cohen & Steers. He also previously worked as an Analyst at Rockefeller & Co.
Education:
B.A. in Political Science from the University of Pennsylvania
Job Titles:
- Chief Executive Officer
- Chief Executive Officer of Chartwell
Tim is the Chief Executive Officer of Chartwell and is responsible for the strategic planning of the firm. He was an original founding partner of the firm in 1997 and serves on the Executive and Compliance Committees. Prior to starting Chartwell, he was employed as a Senior Vice President at Delaware Investment Advisers, where he directed the institutional client service effort. Earlier, he was employed with Father Flanagan's Boys' Home, where he served as Director of Investments.