Chartwell Investment Partners
Industry: Company
DescriptionFounded: 1997 Parent organization: TriState Capital Holdings Subsidiaries: The Killen Group, Inc., Chartwell Investment Partners, LPFeedbackDisclaimer Claim this knowledge panel Knowledge Result Moved, closed, or was never hereReportChartwell Investment PartnersWebsiteDirections Saved (0) Saved Save Investment company in the Chester County, Pennsylvania Address: 1205 Westlakes Dr #100, Berwyn, PA 19312 Hours: Open now · Add full hours Unable to add this file. Please check that it is a valid photo. Phone: (610) 296-1400Category: Place name: : Website: : : : : : Hours: Website: http://www.chartwellip.com/ Category: Investment company Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Chartwell Investment Partners Posting publicly on the Web Write a review Reviews Be the first to review
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Chartwell Investment Partners Employees
Employee
Years
Job
Industry
Jason Stewart, CIMA Jason Stewart, CIMA's Chartwell Investment Partners Experience 2012 - Present
Job Vice President, Regional Director at Chartwell Investment Partners
Industry Financial Services
Experience
Chartwell Investment Partners 2012 - Present
Breathe California Golden Gate Public Health Partnership February 2011 - Present
Morgan Stanley Smith Barney January 2010 - April 2012
Smith Barney 2000 - 2009
Smith Barney November 1998 - November 2000
Smith Barney June 1997 - November 1998
Wells Fargo Bank April 1995 - June 1997
State Street Bank January 1994 - April 1995
Skills
Separately Managed..., Series 7, Asset Allocation, Alternative Investments, Wealth Management, Asset Managment, Investment Advisory, Mutual Funds, Investments, Series 63, Series 65, Portfolio Management, Equities, Investment Strategies, Hedge Funds, Investment Management, Financial Analysis, Asset Management
Education
Stanford University 1989 — 1993
BA, Economics
Redwood High School 1985 — 1989
Chartwell Investment Partners 2012 - Present
Breathe California Golden Gate Public Health Partnership February 2011 - Present
Morgan Stanley Smith Barney January 2010 - April 2012
Smith Barney 2000 - 2009
Smith Barney November 1998 - November 2000
Smith Barney June 1997 - November 1998
Wells Fargo Bank April 1995 - June 1997
State Street Bank January 1994 - April 1995
Skills
Separately Managed..., Series 7, Asset Allocation, Alternative Investments, Wealth Management, Asset Managment, Investment Advisory, Mutual Funds, Investments, Series 63, Series 65, Portfolio Management, Equities, Investment Strategies, Hedge Funds, Investment Management, Financial Analysis, Asset Management
Education
Stanford University 1989 — 1993
BA, Economics
Redwood High School 1985 — 1989
Renee Park Renee Park's Chartwell Investment Partners Experience June 2007 - August 2007
Job Operations, Strategy, Business Development, Finance
Industry Internet
Experience
Preact February 2015 - Present
High Peaks Venture Partners (rebranded as Primary Venture Partners) April 2013 - March 2015
37 Angels 2012 - 2013
JP Morgan March 2010 - August 2012
JP Morgan June 2009 - March 2010
JP Morgan June 2008 - August 2008
Chartwell Investment Partners June 2007 - August 2007
Skills
Fixed Income, Equity Research, Financial Modeling, Valuation, Derivatives, Investments, C++, Java, HTML, True Basic, VBA, Matlab, Mathematica, CAD, LaTeX, Capital Markets, Bloomberg, Financial Analysis, Equities, Computer Network..., Venture Capital, Entrepreneurship, Start-ups, Finance
Education
Princeton University 2005 — 2009
BA, Physics; Certificates in Biophysics, Finance
Montgomery Blair High School 2001 — 2005
Science, Mathematics, and Computer Science Magnet Program
Preact February 2015 - Present
High Peaks Venture Partners (rebranded as Primary Venture Partners) April 2013 - March 2015
37 Angels 2012 - 2013
JP Morgan March 2010 - August 2012
JP Morgan June 2009 - March 2010
JP Morgan June 2008 - August 2008
Chartwell Investment Partners June 2007 - August 2007
Skills
Fixed Income, Equity Research, Financial Modeling, Valuation, Derivatives, Investments, C++, Java, HTML, True Basic, VBA, Matlab, Mathematica, CAD, LaTeX, Capital Markets, Bloomberg, Financial Analysis, Equities, Computer Network..., Venture Capital, Entrepreneurship, Start-ups, Finance
Education
Princeton University 2005 — 2009
BA, Physics; Certificates in Biophysics, Finance
Montgomery Blair High School 2001 — 2005
Science, Mathematics, and Computer Science Magnet Program
Amanda Grate Amanda Grate's Chartwell Investment Partners Experience September 2014 - Present
Job Marketing Assistant at Chartwell Investment Partners
Industry Marketing and Advertising
Experience
Chartwell Investment Partners September 2014 - Present
Sentar July 2011 - August 2014
Southern States Gymnastics July 2008 - July 2014
The Rock Family Worship Center August 2010 - August 2012
Skills
Receptionist Duties, Accounting Assistant, Mas 90, Recruiting, Graphic Design, Adobe Creative Suite, Event Planning, Microsoft Office, Microsoft Excel, Microsoft Word, Onboarding, Time Management, PowerPoint, System Administration, SPSS, Statistics, Research, Marketing, Social Media Marketing, Travel Planning, Proposal Writing, Interviews, Human Resources, Public Speaking
Education
UAHuntsville 2012 — 2014
Bachelor of Science (BS), Marketing, Magna Cum Laude
John C Calhoun State Community College 2009 — 2010
Chartwell Investment Partners September 2014 - Present
Sentar July 2011 - August 2014
Southern States Gymnastics July 2008 - July 2014
The Rock Family Worship Center August 2010 - August 2012
Skills
Receptionist Duties, Accounting Assistant, Mas 90, Recruiting, Graphic Design, Adobe Creative Suite, Event Planning, Microsoft Office, Microsoft Excel, Microsoft Word, Onboarding, Time Management, PowerPoint, System Administration, SPSS, Statistics, Research, Marketing, Social Media Marketing, Travel Planning, Proposal Writing, Interviews, Human Resources, Public Speaking
Education
UAHuntsville 2012 — 2014
Bachelor of Science (BS), Marketing, Magna Cum Laude
John C Calhoun State Community College 2009 — 2010
Bradley Korer Bradley Korer's Chartwell Investment Partners Experience August 2012 - May 2013
Job Owner of Greek To Greek Printing
Industry Printing
Experience
Audio-Technica BaristaStarbucksDecember 2010 - Present
Radford University March 2010 - Present
Radford University - Pi Lambda Phi Custom Decals March 2010 - Present
Greek To Greek Printing March 2010 - Present
Chartwell Investment Partners August 2012 - May 2013
Skills
Inventory Management, Customer Satisfaction, Time Management, Sales, Customer Service, Microsoft Word, Decals, PowerPoint, Mentoring, Microsoft Office, Public Speaking, Advertising, Management, Social Networking, Creativity, Microsoft Excel
Education
Radford University 2011 — 2015
Bachelor's degree, Business Administration and Management, General; Marketing
Pierce College 2011 — 2012
Bachelor's degree, Criminal Justice and Corrections
Audio-Technica BaristaStarbucksDecember 2010 - Present
Radford University March 2010 - Present
Radford University - Pi Lambda Phi Custom Decals March 2010 - Present
Greek To Greek Printing March 2010 - Present
Chartwell Investment Partners August 2012 - May 2013
Skills
Inventory Management, Customer Satisfaction, Time Management, Sales, Customer Service, Microsoft Word, Decals, PowerPoint, Mentoring, Microsoft Office, Public Speaking, Advertising, Management, Social Networking, Creativity, Microsoft Excel
Education
Radford University 2011 — 2015
Bachelor's degree, Business Administration and Management, General; Marketing
Pierce College 2011 — 2012
Bachelor's degree, Criminal Justice and Corrections
Todd Monastero Todd Monastero's Chartwell Investment Partners Experience 2006 - 2008
Job Vice President, External Investment Consultant at Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors November 2010 - Present
Merrill Lynch September 2009 - November 2010
Boenning & Scattergood, Inc. February 2009 - September 2009
Chartwell Investment Partners 2006 - 2008
Morgan Stanley July 1993 - December 2006
Skills
Risk Management, Financial Advisory, Portfolio Management, Hedge Funds, Securities, Investment Advisory, Investment Strategies, Investment Management, Retirement Planning, ETFs, Series 65, FINRA
Education
Villanova University 1990 — 1993
Bachelor of Science (BS), Marketing
Gettysburg College 1989 — 1990
Conestoga High School 1986 — 1988
Allianz Global Investors November 2010 - Present
Merrill Lynch September 2009 - November 2010
Boenning & Scattergood, Inc. February 2009 - September 2009
Chartwell Investment Partners 2006 - 2008
Morgan Stanley July 1993 - December 2006
Skills
Risk Management, Financial Advisory, Portfolio Management, Hedge Funds, Securities, Investment Advisory, Investment Strategies, Investment Management, Retirement Planning, ETFs, Series 65, FINRA
Education
Villanova University 1990 — 1993
Bachelor of Science (BS), Marketing
Gettysburg College 1989 — 1990
Conestoga High School 1986 — 1988
Duane Dudas, MBA Duane Dudas, MBA's Chartwell Investment Partners Experience July 2002 - October 2008
Job Financial Performance Manager Operational Finance at Nemours
Industry Transportation/Trucking/Railroad
Experience
Nemours March 2012 - Present
Penske Truck Leasing September 2011 - February 2012
University of Pennsylvania Health System October 2009 - September 2011
Chartwell Investment Partners July 2002 - October 2008
Chartwell Investment Partners March 2000 - July 2002
JP Morgan June 1998 - February 2000
The Vanguard Group July 1997 - June 1998
Skills
Accounting, Budgeting, Financial Reporting, Forecasting, Financial Modeling, Financial Statement..., Variance Analysis, Due Diligence, Risk Management, Budgets
Education
Saint Joseph's University 2004 — 2007
MBA, Finance
Muhlenberg College 1990 — 1994
BA, Maj: Communications, Min: Business
Nemours March 2012 - Present
Penske Truck Leasing September 2011 - February 2012
University of Pennsylvania Health System October 2009 - September 2011
Chartwell Investment Partners July 2002 - October 2008
Chartwell Investment Partners March 2000 - July 2002
JP Morgan June 1998 - February 2000
The Vanguard Group July 1997 - June 1998
Skills
Accounting, Budgeting, Financial Reporting, Forecasting, Financial Modeling, Financial Statement..., Variance Analysis, Due Diligence, Risk Management, Budgets
Education
Saint Joseph's University 2004 — 2007
MBA, Finance
Muhlenberg College 1990 — 1994
BA, Maj: Communications, Min: Business
Raymond Jackson Raymond Jackson's Chartwell Investment Partners Experience 2001 - 2005
Job Investment Professional at Franklin Park
Industry Financial Services
Experience
Franklin Park Associates LLC 2005 - Present
Chartwell Investment Partners 2001 - 2005
SEI Investments 1998 - 2000
Skills
Private Equity, Due Diligence, Investments, Asset Management, Client Service, Equities, Venture Capital, Hedge Funds, Portfolio Management, Asset Managment, Fixed Income, Investment Strategies, Valuation, Securities, Financial Services, Bloomberg, Client Services, Financial Modeling, Alternative Investments, Asset Allocation
Education
CFA Institute 2000 — 2003
CFA, Finance
Morehouse College 1994 — 1998
BA, Finance
Franklin Park Associates LLC 2005 - Present
Chartwell Investment Partners 2001 - 2005
SEI Investments 1998 - 2000
Skills
Private Equity, Due Diligence, Investments, Asset Management, Client Service, Equities, Venture Capital, Hedge Funds, Portfolio Management, Asset Managment, Fixed Income, Investment Strategies, Valuation, Securities, Financial Services, Bloomberg, Client Services, Financial Modeling, Alternative Investments, Asset Allocation
Education
CFA Institute 2000 — 2003
CFA, Finance
Morehouse College 1994 — 1998
BA, Finance
Joseph Knecht Joseph Knecht's Chartwell Investment Partners Experience October 2013 - Present
Job Vice President, Institutional Sales at Chartwell Investment Partners
Industry Financial Services
Experience
Chartwell Investment Partners October 2013 - Present
Turner Investment Partners January 2011 - Present
Skills
Mutual Funds, Financial Advisory, ETFs, Institutional Sales, Equities, Sales, Hedge Funds, Selling, Management, High Net Worth..., Series 63
Education
Villanova University 2006 — 2008
MBA
Bloomsburg University of Pennsylvania 1998 — 2002
BS, Marketing
Chartwell Investment Partners October 2013 - Present
Turner Investment Partners January 2011 - Present
Skills
Mutual Funds, Financial Advisory, ETFs, Institutional Sales, Equities, Sales, Hedge Funds, Selling, Management, High Net Worth..., Series 63
Education
Villanova University 2006 — 2008
MBA
Bloomsburg University of Pennsylvania 1998 — 2002
BS, Marketing
Bill Dougherty, CFA Bill Dougherty, CFA's Chartwell Investment Partners Experience May 2007 - November 2008
Job Senior Vice President at Hartford Funds
Industry Financial Services
Experience
Hartford Funds March 2013 - Present
The Hartford January 2009 - March 2013
Chartwell Investment Partners May 2007 - November 2008
Schwab Institutional September 2005 - May 2007
Lincoln Financial Distributors/Delaware Investments March 1999 - September 2005
Skills
Investments, Mutual Funds, Relationship Management, Series 63, Alternative Investments
Education
University of Scranton 1994 — 1999
BA, History
Hartford Funds March 2013 - Present
The Hartford January 2009 - March 2013
Chartwell Investment Partners May 2007 - November 2008
Schwab Institutional September 2005 - May 2007
Lincoln Financial Distributors/Delaware Investments March 1999 - September 2005
Skills
Investments, Mutual Funds, Relationship Management, Series 63, Alternative Investments
Education
University of Scranton 1994 — 1999
BA, History
Tom DiBari, CIMA(r) Tom DiBari, CIMA(r)'s Chartwell Investment Partners Experience April 2015 - Present
Job Regional DirectorNortheast Division at Chartwell Investment Partners
Industry Investment Management
Experience
Chartwell Investment Partners April 2015 - Present
Geneva Advisors August 2012 - April 2015
Pacific Income Advisers May 1999 - August 2012
PaineWebber August 1996 - May 1999
Ibbotson Associates October 1994 - August 1996
PNC Bank 1992 - 1994
Skills
Investments, Asset Management, Equities, Asset Allocation, Mutual Funds, New Business Development, Separately Managed..., Hedge Funds, Fixed Income, Alternative Investments, Investment Strategies, Financial Advisory, Asset Managment, Financial Services, High Net Worth..., Securities, Financial Markets, Training, ETFs, Relationship Management, Series 65, Sales Presentations, Business Relationship..., Institutional Clients, Municipalities, Certified Investment..., CRM, Investment Advisory, Institutional..., Selling, Salesforce.com, Investment Products, Taft-Hartley Clients, Foundations and..., Consultative Selling, Consultant Relations, Client Service, Investment Policy..., Seminars, Practice Management, Public Speaking, Series 7, Sales
Education
University of Notre Dame - Mendoza College of Business 1990 — 1992
MBA, Finance
The Johns Hopkins University 1984 — 1988
BA, Economics
Mater Dei High School 1981 — 1984
IMCA
Chartwell Investment Partners April 2015 - Present
Geneva Advisors August 2012 - April 2015
Pacific Income Advisers May 1999 - August 2012
PaineWebber August 1996 - May 1999
Ibbotson Associates October 1994 - August 1996
PNC Bank 1992 - 1994
Skills
Investments, Asset Management, Equities, Asset Allocation, Mutual Funds, New Business Development, Separately Managed..., Hedge Funds, Fixed Income, Alternative Investments, Investment Strategies, Financial Advisory, Asset Managment, Financial Services, High Net Worth..., Securities, Financial Markets, Training, ETFs, Relationship Management, Series 65, Sales Presentations, Business Relationship..., Institutional Clients, Municipalities, Certified Investment..., CRM, Investment Advisory, Institutional..., Selling, Salesforce.com, Investment Products, Taft-Hartley Clients, Foundations and..., Consultative Selling, Consultant Relations, Client Service, Investment Policy..., Seminars, Practice Management, Public Speaking, Series 7, Sales
Education
University of Notre Dame - Mendoza College of Business 1990 — 1992
MBA, Finance
The Johns Hopkins University 1984 — 1988
BA, Economics
Mater Dei High School 1981 — 1984
IMCA
Dawn Francfort Dawn Francfort's Chartwell Investment Partners Experience April 2009 - May 2010
Job Consumer Analyst at First Investors Corporation
Industry Financial Services
Experience
First Investors Corporation November 2011 - Present
Sursum Capital Management / Exis Capital June 2010 - March 2011
Chartwell Investment Partners April 2009 - May 2010
Lehman Brothers/Barclays Capital June 2006 - January 2009
AIG SunAmerica Asset Management November 2004 - May 2006
CIBC World Markets June 2000 - November 2004
Skills
Portfolio Management, Equity Research, Equities, Asset Managment, Financial Modeling, Hedge Funds, Series 7, Corporate Finance, Valuation, Bloomberg, Asset Management, Alternative Investments, Equity Valuation, Mutual Funds, Investments, Private Equity, Capital Markets
Education
University of Richmond - Robins School of Business 1989 — 1993
BSBA, Business
First Investors Corporation November 2011 - Present
Sursum Capital Management / Exis Capital June 2010 - March 2011
Chartwell Investment Partners April 2009 - May 2010
Lehman Brothers/Barclays Capital June 2006 - January 2009
AIG SunAmerica Asset Management November 2004 - May 2006
CIBC World Markets June 2000 - November 2004
Skills
Portfolio Management, Equity Research, Equities, Asset Managment, Financial Modeling, Hedge Funds, Series 7, Corporate Finance, Valuation, Bloomberg, Asset Management, Alternative Investments, Equity Valuation, Mutual Funds, Investments, Private Equity, Capital Markets
Education
University of Richmond - Robins School of Business 1989 — 1993
BSBA, Business
Kevin Shea, CFA Kevin Shea, CFA's Chartwell Investment Partners Experience April 2013 - Present
Job Senior Equity Analyst at Chartwell Investment Partners
Industry Investment Management
Experience
Chartwell Investment Partners April 2013 - Present
Empire Capital June 2010 - April 2013
MKM Partners September 2007 - August 2010
BlackRock July 2005 - September 2007
Skills
Equity Research Analysis, Alternative Investments, Investment Management, Hedge Funds, Small Cap, Equity Capital Markets, Research, Market Research, Long/Short Equity, Financial Analysis, Team-oriented, Analysis, Investments, Valuation, Bloomberg, Equities, Equity Research, Financial Modeling
Education
Penn State University 2001 — 2005
Finance, Accounting
Waltham High School 1998 — 2001
Chartwell Investment Partners April 2013 - Present
Empire Capital June 2010 - April 2013
MKM Partners September 2007 - August 2010
BlackRock July 2005 - September 2007
Skills
Equity Research Analysis, Alternative Investments, Investment Management, Hedge Funds, Small Cap, Equity Capital Markets, Research, Market Research, Long/Short Equity, Financial Analysis, Team-oriented, Analysis, Investments, Valuation, Bloomberg, Equities, Equity Research, Financial Modeling
Education
Penn State University 2001 — 2005
Finance, Accounting
Waltham High School 1998 — 2001
David Gallagher David Gallagher's Chartwell Investment Partners Experience 2001 - 2005
Job Global Relationship Development and Investor Relations
Industry Investment Management
Experience
Granahan Investment Management August 2014 - Present
Standard Life Investments November 2012 - August 2014
Baring Asset Management 2006 - 2011
Chartwell Investment Partners 2001 - 2005
Equinox Capitol Management 1998 - 2001
Templeton Investment Counsel 1994 - 1998
SEI Corporation 1990 - 1994
Skills
Institutional, EAFE Strategies, Emerging Markets, Consultant Relations, Product Rationalization, Equities, Asset Allocation, Alternative Investments, Business Development, Strategy, Investment Advisory, Investments, Institutional..., Finance, Asset Management, Hedge Funds
Education
University of Pennsylvania 2004 — 2014
Master of Science, Organizational Dynamics
Fordham University 1986 — 1990
Bachelor of Science, Finance
devon prep 1982 — 1986
Diploma
Granahan Investment Management August 2014 - Present
Standard Life Investments November 2012 - August 2014
Baring Asset Management 2006 - 2011
Chartwell Investment Partners 2001 - 2005
Equinox Capitol Management 1998 - 2001
Templeton Investment Counsel 1994 - 1998
SEI Corporation 1990 - 1994
Skills
Institutional, EAFE Strategies, Emerging Markets, Consultant Relations, Product Rationalization, Equities, Asset Allocation, Alternative Investments, Business Development, Strategy, Investment Advisory, Investments, Institutional..., Finance, Asset Management, Hedge Funds
Education
University of Pennsylvania 2004 — 2014
Master of Science, Organizational Dynamics
Fordham University 1986 — 1990
Bachelor of Science, Finance
devon prep 1982 — 1986
Diploma
Allison Bohs Allison Bohs's Chartwell Investment Partners Experience June 2014 - Present
Job Fixed Income Analyst at Chartwell Investment Partners
Industry Investment Management
Experience
Chartwell Investment Partners June 2014 - Present
GlaxoSmithKline June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, English, Windows, Time Management
Education
Penn State University 2010 — 2014
Bachelor of Science (BS), Finance
International Studies Institute 2013 — 2013
International Business
Chartwell Investment Partners June 2014 - Present
GlaxoSmithKline June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, English, Windows, Time Management
Education
Penn State University 2010 — 2014
Bachelor of Science (BS), Finance
International Studies Institute 2013 — 2013
International Business
David Volpe's Chartwell Investment Partners Experience May 2014 - Present
Job Investment Operations at Chartwell Investment Partners
Industry Financial Services
Experience
Chartwell Investment Partners May 2014 - Present
Pershing, a BNY Mellon company August 2013 - March 2014
SEI August 2011 - September 2012
McCabe Capital Managers/Drexel Morgan Capital Advisors 1997 - 2009
Skills
Performance Measurement, Data Conversion, Software Project..., Software Implementation, Contract Negotiation, Database Administration, Bloomberg, Advent APX, GIPS
Education
Drexel University
B.S, Business Administration and Finance
La Salle College High School
Saint Joseph's University - Erivan K. Haub School of Business
Finance
Chartwell Investment Partners May 2014 - Present
Pershing, a BNY Mellon company August 2013 - March 2014
SEI August 2011 - September 2012
McCabe Capital Managers/Drexel Morgan Capital Advisors 1997 - 2009
Skills
Performance Measurement, Data Conversion, Software Project..., Software Implementation, Contract Negotiation, Database Administration, Bloomberg, Advent APX, GIPS
Education
Drexel University
B.S, Business Administration and Finance
La Salle College High School
Saint Joseph's University - Erivan K. Haub School of Business
Finance
Amanda Gooding Amanda Gooding's Chartwell Investment Partners Experience 2010 - 2010
Job Showroom Fire Specialist at Witmer Public Safety Group, Inc
Industry Public Safety
Experience
Witmer Public Safety Group, Inc November 2014 - Present
Ludwigs Corner Fire Company June 2005 - Present
Ludwigs Corner Supply Company June 2004 - January 2014
Chartwell Investment Partners 2010 - 2010
Skills
Firefighting, Fundraising, Event Planning, Microsoft Word, Training, Emergency Management, Public Speaking, Public Safety, Research, CPR Certified, Social Media
Education
University of Maryland University College 2012 — 2015
Bachelor's Degree, Crisis/Emergency/Disaster Management
Delaware County Community College 2009 — 2011
Associate's Degree, Applied Science and Administration of Justice
Owen J. Roberts High School
High School, High School/Secondary Diplomas and Certificates
Witmer Public Safety Group, Inc November 2014 - Present
Ludwigs Corner Fire Company June 2005 - Present
Ludwigs Corner Supply Company June 2004 - January 2014
Chartwell Investment Partners 2010 - 2010
Skills
Firefighting, Fundraising, Event Planning, Microsoft Word, Training, Emergency Management, Public Speaking, Public Safety, Research, CPR Certified, Social Media
Education
University of Maryland University College 2012 — 2015
Bachelor's Degree, Crisis/Emergency/Disaster Management
Delaware County Community College 2009 — 2011
Associate's Degree, Applied Science and Administration of Justice
Owen J. Roberts High School
High School, High School/Secondary Diplomas and Certificates
Christine Song, CFA's Chartwell Investment Partners Experience 2005 - 2006
Job Investment Management Professional
Industry Investment Management
Experience
Management CV April 2012 - Present
Songbird Asset Management, LLC January 2011 - Present
Daruma Capital Management, LLC March 2006 - June 2010
Chartwell Investment Partners 2005 - 2006
Parnassus Investments 2004 - 2004
Morgan Stanley Investment Management 2001 - 2003
Skills
Hedge Funds, Financial Modeling, Valuation, Equities, Portfolio Management, Private Equity, Investments, Due Diligence, Financial Analysis, Mutual Funds, Risk Management, Strategy, Competitive Analysis, DCF, Forecasting, Analysis, Equity Research, Asset Management, Bloomberg, Asset Allocation, Fixed Income, Alternative Investments, Investment Management, Business Valuation, Finance, Capital Markets, Corporate Finance
Education
Cornell University - S.C. Johnson Graduate School of Management 2003 — 2005
Master of Business Administration
Cornell University 1990 — 1994
Bachelor of Arts
Management CV April 2012 - Present
Songbird Asset Management, LLC January 2011 - Present
Daruma Capital Management, LLC March 2006 - June 2010
Chartwell Investment Partners 2005 - 2006
Parnassus Investments 2004 - 2004
Morgan Stanley Investment Management 2001 - 2003
Skills
Hedge Funds, Financial Modeling, Valuation, Equities, Portfolio Management, Private Equity, Investments, Due Diligence, Financial Analysis, Mutual Funds, Risk Management, Strategy, Competitive Analysis, DCF, Forecasting, Analysis, Equity Research, Asset Management, Bloomberg, Asset Allocation, Fixed Income, Alternative Investments, Investment Management, Business Valuation, Finance, Capital Markets, Corporate Finance
Education
Cornell University - S.C. Johnson Graduate School of Management 2003 — 2005
Master of Business Administration
Cornell University 1990 — 1994
Bachelor of Arts
Aristotle Polites's Chartwell Investment Partners Experience January 2012 - January 2012
Job Owner at AristotleTheFitlosopher
Industry Financial Services
Experience
AristotleTheFitlosopher December 2014 - Present
CityFitness September 2014 - Present
CertainTeed Corporation April 2014 - August 2014
Chartwell Investment Partners January 2012 - January 2012
Stone Street Capital June 2011 - August 2011
AirClic June 2010 - January 2011
Ameritas Investment Corp. May 2009 - August 2009
Skills
Salesforce.com, Management, Sales, Sales Operations, Process Improvement, Training, Finance, Leadership, Research
Education
University of Maryland - Robert H. Smith School of Business 2007 — 2012
Bachelor of Science, Finance
University of Maryland College Park 2007 — 2012
AristotleTheFitlosopher December 2014 - Present
CityFitness September 2014 - Present
CertainTeed Corporation April 2014 - August 2014
Chartwell Investment Partners January 2012 - January 2012
Stone Street Capital June 2011 - August 2011
AirClic June 2010 - January 2011
Ameritas Investment Corp. May 2009 - August 2009
Skills
Salesforce.com, Management, Sales, Sales Operations, Process Improvement, Training, Finance, Leadership, Research
Education
University of Maryland - Robert H. Smith School of Business 2007 — 2012
Bachelor of Science, Finance
University of Maryland College Park 2007 — 2012
T. Ryan Harkins, CFA's Chartwell Investment Partners Experience January 2007 - Present
Job Portfolio Manager at Chartwell Investment Partners
Industry Investment Management
Experience
Chartwell Investment Partners January 2007 - Present
Credit Suisse June 2002 - December 2006
Morgan Keegan & Company January 1997 - June 2000
Skills
Portfolio Management, Hedge Funds, Private Equity, Equities, Strategy, Equity Research, Investment Banking, Leadership, Funding, Asset Management, Alternative Investments, Investments, Valuation, Research, Asset Allocation, Investment Management, Financial Modeling, Bloomberg, Capital, Securities
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA, Finance and Entrepreneurial Management
Duke University 1992 — 1996
BA, Economics
Chartwell Investment Partners January 2007 - Present
Credit Suisse June 2002 - December 2006
Morgan Keegan & Company January 1997 - June 2000
Skills
Portfolio Management, Hedge Funds, Private Equity, Equities, Strategy, Equity Research, Investment Banking, Leadership, Funding, Asset Management, Alternative Investments, Investments, Valuation, Research, Asset Allocation, Investment Management, Financial Modeling, Bloomberg, Capital, Securities
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA, Finance and Entrepreneurial Management
Duke University 1992 — 1996
BA, Economics
Brian Ward, CFA Brian Ward, CFA's Chartwell Investment Partners Experience June 2007 - Present
Job Chartwell Investment Partners
Industry Financial Services
Experience
Chartwell Investment Partners June 2007 - Present
UBS Wealth Management 2006 - 2007
Smith Barney 1995 - 2006
Skills
Alternative Investments, Asset Management, Asset Allocation, Investments, Mutual Funds, Portfolio Management, Hedge Funds, Equities, Wealth Management, Investment Strategies, Fixed Income, Securities, Investment Management, Investment Advisory, Financial Services
Education
University of Delaware - Lerner College of Business and Economics 1996 — 1998
MBA, Finance
University of Delaware - Lerner College of Business and Economics 1991 — 1995
BS, Finance
Chartwell Investment Partners June 2007 - Present
UBS Wealth Management 2006 - 2007
Smith Barney 1995 - 2006
Skills
Alternative Investments, Asset Management, Asset Allocation, Investments, Mutual Funds, Portfolio Management, Hedge Funds, Equities, Wealth Management, Investment Strategies, Fixed Income, Securities, Investment Management, Investment Advisory, Financial Services
Education
University of Delaware - Lerner College of Business and Economics 1996 — 1998
MBA, Finance
University of Delaware - Lerner College of Business and Economics 1991 — 1995
BS, Finance
James J. Hargadon, CFA James J. Hargadon, CFA's Chartwell Investment Partners Experience June 2006 - February 2011
Job VP, Sr. Research Analyst at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust August 2015 - Present
PNC Asset Management March 2013 - August 2015
FIS Group June 2011 - March 2013
Chartwell Investment Partners June 2006 - February 2011
Nuveen Investments February 2006 - June 2006
Fiserv Securities November 2001 - December 2005
Skills
Equities, Fixed Income, Portfolio Management, Investments, Mutual Funds, Trading, Due Diligence, Asset Managment, Hedge Funds, Bloomberg, Fund Of Funds, Alternative Investments
Education
Lehigh University 1996 — 2001
Bachelor's degree, Finance, General
Saint Joseph's University 1998 — 1999
LaSalle High School 1992 — 1996
Wilmington Trust August 2015 - Present
PNC Asset Management March 2013 - August 2015
FIS Group June 2011 - March 2013
Chartwell Investment Partners June 2006 - February 2011
Nuveen Investments February 2006 - June 2006
Fiserv Securities November 2001 - December 2005
Skills
Equities, Fixed Income, Portfolio Management, Investments, Mutual Funds, Trading, Due Diligence, Asset Managment, Hedge Funds, Bloomberg, Fund Of Funds, Alternative Investments
Education
Lehigh University 1996 — 2001
Bachelor's degree, Finance, General
Saint Joseph's University 1998 — 1999
LaSalle High School 1992 — 1996
Leslie Varrelman's Chartwell Investment Partners Experience April 1997 - March 2003
Job Vice President at Wilmington Trust
Industry Investment Management
Experience
Wilmington Trust June 2011 - Present
Great Pacific Securities October 2010 - May 2011
John Hancock Financial July 2007 - July 2010
Edgartown Ventures 2003 - 2009
Wachovia Wealth Management January 2005 - May 2007
Chartwell Investment Partners April 1997 - March 2003
Meridian Investment Company 1994 - 1997
Corestates Investment Advisors 1983 - 1993
Skills
Fixed Income Portfolio..., Fixed Income Strategies, Fixed Income Analysis, New Business Development, Project Management, Relationship Marketing, Sales, Economics, Hedge Funds, Investment Strategies, Management, Financial Analysis, Financial Modeling, Risk Management, Financial Risk, Derivatives, Relationship Management, Equities, Bloomberg, Alternative Investments, Credit, Loans, Securities, Insurance, Marketing, Trading, Investments, Banking, Strategic Financial..., Financial Services, Retirement Planning, Wealth Management..., Retirement, Mutual Funds, Portfolio Management, Financial Planning
Education
Juniata College 1977 — 1981
Business Administration and Management, General
Wilmington Trust June 2011 - Present
Great Pacific Securities October 2010 - May 2011
John Hancock Financial July 2007 - July 2010
Edgartown Ventures 2003 - 2009
Wachovia Wealth Management January 2005 - May 2007
Chartwell Investment Partners April 1997 - March 2003
Meridian Investment Company 1994 - 1997
Corestates Investment Advisors 1983 - 1993
Skills
Fixed Income Portfolio..., Fixed Income Strategies, Fixed Income Analysis, New Business Development, Project Management, Relationship Marketing, Sales, Economics, Hedge Funds, Investment Strategies, Management, Financial Analysis, Financial Modeling, Risk Management, Financial Risk, Derivatives, Relationship Management, Equities, Bloomberg, Alternative Investments, Credit, Loans, Securities, Insurance, Marketing, Trading, Investments, Banking, Strategic Financial..., Financial Services, Retirement Planning, Wealth Management..., Retirement, Mutual Funds, Portfolio Management, Financial Planning
Education
Juniata College 1977 — 1981
Business Administration and Management, General
Betsy Orr Betsy Orr's Chartwell Investment Partners Experience August 2011 - Present
Job Vice President, Director of Consultant Relations at Chartwell Investment Partners
Industry Investment Management
Experience
Chartwell Investment Partners August 2011 - Present
Calamos Investments 2010 - 2011
Principal Global Investors 2006 - 2009
Invesco Ltd. 1990 - 2002
Skills
Hedge Funds, Equities, Investments, Finance, Mutual Funds, Investment Management, Investment Strategies, Fixed Income, Asset Allocation, Alternative Investments, Asset Management, Private Equity, Securities, Wealth Management, Investment Advisory, Bloomberg, Portfolio Management, Client Services, Equity Research
Education
Millsaps College 1988 — 1989
Attended Else School of Management, MBA program
University of Tennessee-Knoxville 1981 — 1985
Bachelor of Science, Marketing, Finance
Chartwell Investment Partners August 2011 - Present
Calamos Investments 2010 - 2011
Principal Global Investors 2006 - 2009
Invesco Ltd. 1990 - 2002
Skills
Hedge Funds, Equities, Investments, Finance, Mutual Funds, Investment Management, Investment Strategies, Fixed Income, Asset Allocation, Alternative Investments, Asset Management, Private Equity, Securities, Wealth Management, Investment Advisory, Bloomberg, Portfolio Management, Client Services, Equity Research
Education
Millsaps College 1988 — 1989
Attended Else School of Management, MBA program
University of Tennessee-Knoxville 1981 — 1985
Bachelor of Science, Marketing, Finance
Tim Antoian Tim Antoian's Chartwell Investment Partners Experience May 2004 - August 2004
Job Director of Publisher Development, Owned Media at Fluent, Inc
Industry Internet
Experience
Fluent, Inc February 2015 - Present
Fluent Inc December 2011 - February 2015
Adknowledge September 2010 - December 2011
AzoogleAds May 2008 - August 2010
Credit Suisse May 2007 - August 2007
Chartwell Investment Partners May 2004 - August 2004
Skills
SEM, Affiliate Marketing, Online Advertising, Email Marketing, PPC, SEO, Media Buying, Marketing Strategy, Digital Marketing, Web Analytics, Start-ups, Web Marketing, Mobile Marketing, Online Lead Generation, Media Planning, Lead Generation, Google Adwords, Ad Networks, Digital Strategy, Online Marketing, Affiliate Management, Customer Acquisition, Landing Page..., Google Analytics, Mobile Advertising, Conversion Optimization, Display Advertising, Direct Marketing, Relationship Management, Cooperative Marketing
Education
Penn State University 2004 — 2008
BS, Finance
UNSW Australia 2007 — 2007
Finance, Political Science
Fluent, Inc February 2015 - Present
Fluent Inc December 2011 - February 2015
Adknowledge September 2010 - December 2011
AzoogleAds May 2008 - August 2010
Credit Suisse May 2007 - August 2007
Chartwell Investment Partners May 2004 - August 2004
Skills
SEM, Affiliate Marketing, Online Advertising, Email Marketing, PPC, SEO, Media Buying, Marketing Strategy, Digital Marketing, Web Analytics, Start-ups, Web Marketing, Mobile Marketing, Online Lead Generation, Media Planning, Lead Generation, Google Adwords, Ad Networks, Digital Strategy, Online Marketing, Affiliate Management, Customer Acquisition, Landing Page..., Google Analytics, Mobile Advertising, Conversion Optimization, Display Advertising, Direct Marketing, Relationship Management, Cooperative Marketing
Education
Penn State University 2004 — 2008
BS, Finance
UNSW Australia 2007 — 2007
Finance, Political Science
Janine Lion Janine Lion's Chartwell Investment Partners Experience 2003 - 2005
Job
Industry Nonprofit Organization Management
Experience
Project Management Institute 2010 - Present
Project Management Institute 2007 - 2010
Project Management Institute 2006 - 2007
Project Management Institute 2006 - 2006
EB Games 2005 - 2006
Chartwell Investment Partners 2003 - 2005
Electronics Boutique (EB Games) 1999 - 2003
Skills
Integrity, Resilient, Creativity and..., Administrative Support, Governance, Volunteer Engagement, Stewardship, Community Outreach, Confidentiality, Discretion, Executive Liaison, Goal Oriented, Highly Adaptable, Independent Thinker, Natural Leader, Observant, Well Organised, Strategic Planning, Critical Thinking, Innovative Problem..., Analytical Writing, Policy Writing, Policy Management, Staff Mentoring, Innovation, Leadership
Education
East Stroudsburg University of Pennsylvania
BS
Project Management Institute 2010 - Present
Project Management Institute 2007 - 2010
Project Management Institute 2006 - 2007
Project Management Institute 2006 - 2006
EB Games 2005 - 2006
Chartwell Investment Partners 2003 - 2005
Electronics Boutique (EB Games) 1999 - 2003
Skills
Integrity, Resilient, Creativity and..., Administrative Support, Governance, Volunteer Engagement, Stewardship, Community Outreach, Confidentiality, Discretion, Executive Liaison, Goal Oriented, Highly Adaptable, Independent Thinker, Natural Leader, Observant, Well Organised, Strategic Planning, Critical Thinking, Innovative Problem..., Analytical Writing, Policy Writing, Policy Management, Staff Mentoring, Innovation, Leadership
Education
East Stroudsburg University of Pennsylvania
BS
David Reidinger's Chartwell Investment Partners Experience June 2004 - Present
Job Portfolio Manager at Chartwell Investment Partners
Industry Investment Management
Experience
Chartwell Investment Partners June 2004 - Present
Morgan Stanley Investment Management 2000 - 2003
Tiger Management 1998 - 2000
Goldman Sachs 1993 - 1996
Skills
Hedge Funds, Portfolio Management, Investments, Equities, Fixed Income, Bloomberg, Asset Managment, Financial Modeling, Equity Research, Derivatives, Capital Markets, Securities, Valuation, Private Equity, Alternative Investments, Financial Analysis, Due Diligence, Asset Allocation, Risk Management, Investment Strategies
Education
Columbia University - Columbia Business School 1996 — 1998
MBA
Fordham University 1989 — 1993
BA, Mathematics and Economics
Chartwell Investment Partners June 2004 - Present
Morgan Stanley Investment Management 2000 - 2003
Tiger Management 1998 - 2000
Goldman Sachs 1993 - 1996
Skills
Hedge Funds, Portfolio Management, Investments, Equities, Fixed Income, Bloomberg, Asset Managment, Financial Modeling, Equity Research, Derivatives, Capital Markets, Securities, Valuation, Private Equity, Alternative Investments, Financial Analysis, Due Diligence, Asset Allocation, Risk Management, Investment Strategies
Education
Columbia University - Columbia Business School 1996 — 1998
MBA
Fordham University 1989 — 1993
BA, Mathematics and Economics
Mark Van Meter Mark Van Meter's Chartwell Investment Partners Experience March 2000 - August 2005
Job Head of Equity Trading at Victory Capital Management
Industry Investment Management
Experience
Victory Capital Management September 2005 - Present
Chartwell Investment Partners March 2000 - August 2005
Van der Moolen July 1998 - February 2000
Skills
Equities, Equity Trading, Options, Trading
Education
University of Pennsylvania - The Wharton School 1994 — 1998
Bachelor of Science (BS), Finance, General
Victory Capital Management September 2005 - Present
Chartwell Investment Partners March 2000 - August 2005
Van der Moolen July 1998 - February 2000
Skills
Equities, Equity Trading, Options, Trading
Education
University of Pennsylvania - The Wharton School 1994 — 1998
Bachelor of Science (BS), Finance, General
Tom Coughlin, CFA, CMT's Chartwell Investment Partners Experience April 2007 - Present
Job Fixed Income Analyst
Industry Financial Services
Experience
Chartwell Investment Partners April 2007 - Present
Swarthmore College September 2005 - April 2011
Janney Montgomery Scott July 2006 - April 2007
Janney Montgomery Scott December 2005 - June 2006
Skills
Fixed Income, Bloomberg, Portfolio Management, Economics, Financial Modeling, Asset Management
Education
Swarthmore College 2001 — 2005
BA, Economics, History
Gilman School
Chartwell Investment Partners April 2007 - Present
Swarthmore College September 2005 - April 2011
Janney Montgomery Scott July 2006 - April 2007
Janney Montgomery Scott December 2005 - June 2006
Skills
Fixed Income, Bloomberg, Portfolio Management, Economics, Financial Modeling, Asset Management
Education
Swarthmore College 2001 — 2005
BA, Economics, History
Gilman School
Larry Pokora's Chartwell Investment Partners Experience January 2004 - December 2005
Job Global Head of Investor Relations and Marketing at LibreMax Capital
Industry Investment Management
Experience
LibreMax Capital, LLC August 2013 - Present
Baron Capital July 2012 - August 2013
Steel City Advisers April 2012 - June 2012
Paulson & Company January 2006 - April 2012
ASSOCIATION OF INVESTMENT MANAGEMENT SALES EXECUTIVES,INC. 2000 - 2009
Chartwell Investment Partners January 2004 - December 2005
Brandywine Global January 1999 - December 2003
SEI Investments 1991 - 1998
BNY Mellon January 1989 - January 1991
Premier Systems November 1986 - January 1989
Skills
Hedge Funds, Asset Managment, Fixed Income, Alternative Investments, Equities, Volatility, Investments, Securitization, Securities Lending, Equity Derivatives, Trading, Investor Relations, Commodity, Asset Management, Financial Services, Series 63, Securities, Bonds, Capital Markets, Derivatives, Investment Strategies, Portfolio Management, Investment Management, Private Equity, Valuation, Series 7, Asset Allocation, Emerging Markets, Mutual Funds, Options, Bloomberg, Financial Structuring, Investment Advisory, Financial Markets, Investment Banking, Fund Of Funds, ETFs, Equity Research
Education
Community College of Allegheny County 1981 — 1982
AS, Computer Science
AIM Academy
LibreMax Capital, LLC August 2013 - Present
Baron Capital July 2012 - August 2013
Steel City Advisers April 2012 - June 2012
Paulson & Company January 2006 - April 2012
ASSOCIATION OF INVESTMENT MANAGEMENT SALES EXECUTIVES,INC. 2000 - 2009
Chartwell Investment Partners January 2004 - December 2005
Brandywine Global January 1999 - December 2003
SEI Investments 1991 - 1998
BNY Mellon January 1989 - January 1991
Premier Systems November 1986 - January 1989
Skills
Hedge Funds, Asset Managment, Fixed Income, Alternative Investments, Equities, Volatility, Investments, Securitization, Securities Lending, Equity Derivatives, Trading, Investor Relations, Commodity, Asset Management, Financial Services, Series 63, Securities, Bonds, Capital Markets, Derivatives, Investment Strategies, Portfolio Management, Investment Management, Private Equity, Valuation, Series 7, Asset Allocation, Emerging Markets, Mutual Funds, Options, Bloomberg, Financial Structuring, Investment Advisory, Financial Markets, Investment Banking, Fund Of Funds, ETFs, Equity Research
Education
Community College of Allegheny County 1981 — 1982
AS, Computer Science
AIM Academy
Laurie (Doherty) McDonough's Chartwell Investment Partners Experience February 2001 - January 2002
Job Director of Operations and Performance at Conestoga Capital Advisors
Industry Financial Services
Experience
Conestoga Capital Advisors January 2002 - December 2008
Chartwell Investment Partners February 2001 - January 2002
Martindale Andres & Co. May 2000 - January 2001
SEI Investments August 1999 - May 2000
SEI Investments October 1997 - August 1999
Education
Clarion University of Pennsylvania 1993 — 1997
Bachelor of Science, Finance
Conestoga Capital Advisors January 2002 - December 2008
Chartwell Investment Partners February 2001 - January 2002
Martindale Andres & Co. May 2000 - January 2001
SEI Investments August 1999 - May 2000
SEI Investments October 1997 - August 1999
Education
Clarion University of Pennsylvania 1993 — 1997
Bachelor of Science, Finance
Paul Elia, CFA's Chartwell Investment Partners Experience May 2006 - March 2010
Job Monarch Partners Asset Management LLC
Industry Investment Management
Experience
Monarch Partners Asset Management LLC March 2010 - Present
Chartwell Investment Partners May 2006 - March 2010
Federated Investors May 2003 - May 2006
Education
Carnegie Mellon University 1999 — 2003
Bachelor of Science (BS), Finance & Economics
Carnegie Mellon University 1999 — 2003
Monarch Partners Asset Management LLC March 2010 - Present
Chartwell Investment Partners May 2006 - March 2010
Federated Investors May 2003 - May 2006
Education
Carnegie Mellon University 1999 — 2003
Bachelor of Science (BS), Finance & Economics
Carnegie Mellon University 1999 — 2003
Michelle Egan's Chartwell Investment Partners Experience 1997 - 2000
Job Founding Partner, Attalus Capital
Industry Financial Services
Experience
Attalus Capital 1999 - Present
Chartwell Investment partners 1997 - 2000
The Boston Consulting Group 1992 - 1995
Education
University of Pennsylvania - The Wharton School 1995 — 1997
Attalus Capital 1999 - Present
Chartwell Investment partners 1997 - 2000
The Boston Consulting Group 1992 - 1995
Education
University of Pennsylvania - The Wharton School 1995 — 1997
Daken Vanderburg, CFA's Chartwell Investment Partners Experience February 2008 - April 2010
Job Founder and CIO at Granite Peak Asset Management (GPAM Group)
Industry Investment Management
Experience
Granite Peak Asset Management (GPAM Group) October 2013 - Present
Bridgewater Associates May 2010 - October 2013
CFA Society of Philadelphia May 2008 - May 2010
Chartwell Investment Partners February 2008 - April 2010
Gamma Capital March 2001 - January 2008
e-Knox Trading June 1999 - March 2001
Education
University of Pennsylvania 2001 — 2003
Mathematics and Statistics coursework
The University of New Mexico - Robert O. Anderson School of Management 1996 — 1999
BBA, Finance and International Business
Columbia Engineering
Applied Mathematics, Finance
Academy
Granite Peak Asset Management (GPAM Group) October 2013 - Present
Bridgewater Associates May 2010 - October 2013
CFA Society of Philadelphia May 2008 - May 2010
Chartwell Investment Partners February 2008 - April 2010
Gamma Capital March 2001 - January 2008
e-Knox Trading June 1999 - March 2001
Education
University of Pennsylvania 2001 — 2003
Mathematics and Statistics coursework
The University of New Mexico - Robert O. Anderson School of Management 1996 — 1999
BBA, Finance and International Business
Columbia Engineering
Applied Mathematics, Finance
Academy
Jonathan C. Caffey, CIPM's Chartwell Investment Partners Experience September 1998 - Present
Job Vice President, Finance & Operations
Industry Investment Management
Experience
Chartwell Investment Partners September 1998 - Present
J.P. Morgan 1995 - 1998
SEI Investments 1993 - 1995
Education
Temple University - Fox School of Business and Management
Bachelor of Business Administration (BBA), Finance & Real Estate
Chartwell Investment Partners September 1998 - Present
J.P. Morgan 1995 - 1998
SEI Investments 1993 - 1995
Education
Temple University - Fox School of Business and Management
Bachelor of Business Administration (BBA), Finance & Real Estate
Frank Hedglin's Chartwell Investment Partners Experience December 2001 - November 2004
Job Vice President at BlackRock
Industry Financial Services
Experience
BlackRock November 2004 - Present
BlackRock Financial Management June 2004 - July 2006
Chartwell Investment Partners December 2001 - November 2004
BlackRock November 2003 - June 2004
Skills
Fixed Income, Hedge Funds, Mutual Funds, Derivatives, Equities, Asset Management, Alternative Investments, Bloomberg
Education
Indiana University of Pennsylvania 1996 — 2001
Bachelor, Accounting
BlackRock November 2004 - Present
BlackRock Financial Management June 2004 - July 2006
Chartwell Investment Partners December 2001 - November 2004
BlackRock November 2003 - June 2004
Skills
Fixed Income, Hedge Funds, Mutual Funds, Derivatives, Equities, Asset Management, Alternative Investments, Bloomberg
Education
Indiana University of Pennsylvania 1996 — 2001
Bachelor, Accounting
Shawn Connor's Chartwell Investment Partners Experience June 1999 - Present
Job Equity Trader at Chartwell Investment Partners
Industry Investment Management
Experience
Chartwell Investment Partners June 1999 - Present
Education
Penn State University 1989 — 1994
BS, Accounting
Chartwell Investment Partners June 1999 - Present
Education
Penn State University 1989 — 1994
BS, Accounting
Don Victor's Chartwell Investment Partners Experience September 2007 - December 2008
Job Experienced Inevestment Accountant at you service!
Industry Financial Services
Experience
BNYMellon February 2010 - Present
Chartwell Investment Partners September 2007 - December 2008
Delaware Investments June 2005 - April 2007
ACATS Dept March 2003 - March 2005
NF Clearing (formerly Fiserv Securities, Inc April 1997 - March 2005
NF Clearing April 1997 - March 2003
Education
Temple University
Bachelor, Finance
BNYMellon February 2010 - Present
Chartwell Investment Partners September 2007 - December 2008
Delaware Investments June 2005 - April 2007
ACATS Dept March 2003 - March 2005
NF Clearing (formerly Fiserv Securities, Inc April 1997 - March 2005
NF Clearing April 1997 - March 2003
Education
Temple University
Bachelor, Finance
Dianne Black-Greway's Chartwell Investment Partners Experience January 2009 - March 2010
Job Legal Intern at Bowen & Burns
Industry Financial Services
Experience
Bowen & Burns April 2014 - Present
Registered Investment Advisor in Philadelphia, PA January 2012 - April 2014
NCO Financial Inc. March 2010 - April 2011
Chartwell Investment Partners January 2009 - March 2010
McHugh Associates August 1997 - September 2008
Skills
Bloomberg, Mutual Funds, Securities, Settlement, Financial Services, Equities, Microsoft Office, Accounting, Trading, Valuation, Back Office, Axys, Fund Accounting, Bloomberg Terminal, Microsoft Excel, Trading Systems, Microsoft Word, Westlaw, Microsoft Access, Advent Software
Education
Manor College 2011 — 2013
Post Baccalaureate Certificate in Paralegal Studies, Paralegal
University of Phoenix 2000 — 2006
BS, Business Management
Abington High School 1969 — 1973
High School
Bowen & Burns April 2014 - Present
Registered Investment Advisor in Philadelphia, PA January 2012 - April 2014
NCO Financial Inc. March 2010 - April 2011
Chartwell Investment Partners January 2009 - March 2010
McHugh Associates August 1997 - September 2008
Skills
Bloomberg, Mutual Funds, Securities, Settlement, Financial Services, Equities, Microsoft Office, Accounting, Trading, Valuation, Back Office, Axys, Fund Accounting, Bloomberg Terminal, Microsoft Excel, Trading Systems, Microsoft Word, Westlaw, Microsoft Access, Advent Software
Education
Manor College 2011 — 2013
Post Baccalaureate Certificate in Paralegal Studies, Paralegal
University of Phoenix 2000 — 2006
BS, Business Management
Abington High School 1969 — 1973
High School
Doug Kugler's Chartwell Investment Partners Experience December 2003 - Present
Job Portfolio Manager at Chartwell Investment Partners
Industry Investment Management
Experience
Chartwell Investment Partners December 2003 - Present
Miller, Anderson & Sherrerd 1997 - 2003
Price Waterhouse 1983 - 1989
Education
University of Delaware 1979 — 1983
BS, Accounting
Chartwell Investment Partners December 2003 - Present
Miller, Anderson & Sherrerd 1997 - 2003
Price Waterhouse 1983 - 1989
Education
University of Delaware 1979 — 1983
BS, Accounting
Jeff Bilsky's Chartwell Investment Partners Experience December 2013 - Present
Job Portfolio Analyst at Chartwell Investment Partners
Industry Financial Services
Experience
Chartwell Investment Partners December 2013 - Present
Cruiser Capital May 2012 - December 2013
Rodman & Renshaw 2008 - 2011
Bank of America Merrill Lynch 2006 - 2008
Skills
Series 7, Series 63, series 55, Equity Trading, Bloomberg, Fixed Income, Options, Trading Systems, Financial Modeling, Valuation, Microsoft Excel, PowerPoint, Writing
Education
Wharton School, University of Pennsylvania 2011 — 2013
MBA, Finance, Management
University of Pennsylvania 2002 — 2006
BA, Diplomatic History
Chartwell Investment Partners December 2013 - Present
Cruiser Capital May 2012 - December 2013
Rodman & Renshaw 2008 - 2011
Bank of America Merrill Lynch 2006 - 2008
Skills
Series 7, Series 63, series 55, Equity Trading, Bloomberg, Fixed Income, Options, Trading Systems, Financial Modeling, Valuation, Microsoft Excel, PowerPoint, Writing
Education
Wharton School, University of Pennsylvania 2011 — 2013
MBA, Finance, Management
University of Pennsylvania 2002 — 2006
BA, Diplomatic History
Ralph Jean's Chartwell Investment Partners Experience 2001 - 2003
Job Investment and Financial Analyst
Industry Financial Services
Experience
Wells Fargo Securities 2012 - 2013
EPScott Outfitters, LLC 2009 - 2012
Wachovia Securities 2003 - 2008
Chartwell Investment Partners 2001 - 2003
First Union / Wachovia Securities, Inc. 1997 - 2001
Montgomery Securities 1993 - 1997
Alex. Brown & Sons, Inc 1991 - 1993
OAKLAND A's, CHARLES O. FINLEY AND CO. 1978 - 1978
Education
University of Pennsylvania 1978 — 1982
Bachelor of Arts (BA)
Syracuse University 1989 — 1991
Master of Business Administration (MBA), Accounting & Finance
Wells Fargo Securities 2012 - 2013
EPScott Outfitters, LLC 2009 - 2012
Wachovia Securities 2003 - 2008
Chartwell Investment Partners 2001 - 2003
First Union / Wachovia Securities, Inc. 1997 - 2001
Montgomery Securities 1993 - 1997
Alex. Brown & Sons, Inc 1991 - 1993
OAKLAND A's, CHARLES O. FINLEY AND CO. 1978 - 1978
Education
University of Pennsylvania 1978 — 1982
Bachelor of Arts (BA)
Syracuse University 1989 — 1991
Master of Business Administration (MBA), Accounting & Finance
Babak Zenouzi's Chartwell Investment Partners Experience December 1999 - April 2006
Job Portfolio Manager at Delaware Investments, a member of the Macquarie Group
Industry Investment Management
Experience
Delaware Investments, a member of the Macquarie Group May 2006 - Present
Chartwell Investment Partners December 1999 - April 2006
Skills
Investments, Mutual Funds, Asset Managment, Relationship Management, Equities, Alternative Investments, Asset Allocation, Asset Management, Financial Analysis, Portfolio Management
Education
Boston College 1991 — 1992
Master of Science (MS), Finance, General
Babson College 1981 — 1985
Delaware Investments, a member of the Macquarie Group May 2006 - Present
Chartwell Investment Partners December 1999 - April 2006
Skills
Investments, Mutual Funds, Asset Managment, Relationship Management, Equities, Alternative Investments, Asset Allocation, Asset Management, Financial Analysis, Portfolio Management
Education
Boston College 1991 — 1992
Master of Science (MS), Finance, General
Babson College 1981 — 1985
Ian Healey's Chartwell Investment Partners Experience May 2010 - August 2010
Job Delta Ones Sales Trader Analyst at Citi
Industry Financial Services
Experience
Citi July 2015 - Present
Citi June 2014 - July 2015
Citigroup June 2012 - June 2014
Madison Investment Fund (M.I.F.) January 2009 - May 2012
Citigroup April 2011 - August 2011
Chartwell Investment Partners May 2010 - August 2010
Skills
Financial Analysis, Financial Modeling, Value Investing, Market Research, Bloomberg Terminal, Foreign Affairs, Real Estate, Industrial Sector, Technology Sector, Valuation, Corporate Finance, Fixed Income, Equities, Portfolio Management
Education
James Madison University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
University of Antwerp 2010 — 2010
European Business Studies
Citi July 2015 - Present
Citi June 2014 - July 2015
Citigroup June 2012 - June 2014
Madison Investment Fund (M.I.F.) January 2009 - May 2012
Citigroup April 2011 - August 2011
Chartwell Investment Partners May 2010 - August 2010
Skills
Financial Analysis, Financial Modeling, Value Investing, Market Research, Bloomberg Terminal, Foreign Affairs, Real Estate, Industrial Sector, Technology Sector, Valuation, Corporate Finance, Fixed Income, Equities, Portfolio Management
Education
James Madison University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
University of Antwerp 2010 — 2010
European Business Studies
Jennifer Boden, CFA's Chartwell Investment Partners Experience February 2011 - Present
Job Quantitative Analyst at an Investment Management Firm
Industry Investment Management
Experience
Chartwell Investment Partners February 2011 - Present
Turner Investment Partners July 2006 - May 2010
ACE Group June 2003 - July 2006
Education
Penn State University 1999 — 2003
BS, Mathematics
Chartwell Investment Partners February 2011 - Present
Turner Investment Partners July 2006 - May 2010
ACE Group June 2003 - July 2006
Education
Penn State University 1999 — 2003
BS, Mathematics
Matthew Levitties's Chartwell Investment Partners Experience December 2003 - March 2008
Job Managing Director at Versa Capital Management
Industry Venture Capital & Private Equity
Experience
Versa Capital Management May 2008 - Present
Friends' Central School 2008 - Present
Albert Einstein Healthcare Network 1997 - Present
Chartwell Investment Partners December 2003 - March 2008
Morgan Stanley Investment Management January 2000 - September 2003
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1990 — 1992
MA
The Johns Hopkins University 1985 — 1989
BA
Versa Capital Management May 2008 - Present
Friends' Central School 2008 - Present
Albert Einstein Healthcare Network 1997 - Present
Chartwell Investment Partners December 2003 - March 2008
Morgan Stanley Investment Management January 2000 - September 2003
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1990 — 1992
MA
The Johns Hopkins University 1985 — 1989
BA
Terry Bovarnick's Chartwell Investment Partners Experience April 1997 - March 2003
Job President at bestldresources.com
Industry
Experience
bestldresources.com January 2013 - Present
Chartwell Investment Partners April 1997 - March 2003
Delaware Investment Advisors March 1993 - March 1997
DuPont October 1986 - February 1993
DuPont January 1991 - January 1992
Education
University of Miami 1980 — 1985
MBA, Finance
Universtiy of Miami 1976 — 1980
BBA, Finance
bestldresources.com January 2013 - Present
Chartwell Investment Partners April 1997 - March 2003
Delaware Investment Advisors March 1993 - March 1997
DuPont October 1986 - February 1993
DuPont January 1991 - January 1992
Education
University of Miami 1980 — 1985
MBA, Finance
Universtiy of Miami 1976 — 1980
BBA, Finance
Lynette Treible's Chartwell Investment Partners Experience June 1997 - Present
Job Principal, Client Communications at Chartwell Investment Partners
Industry Investment Management
Experience
Chartwell Investment Partners June 1997 - Present
Skills
Hedge Funds, Equities, Asset Management, Equity Research, Investments, Alternative Investments, Portfolio Management, Bloomberg, Mutual Funds, Fixed Income, Asset Allocation, Financial Modeling, Valuation, Investment Strategies, Investment Management, Private Equity, Due Diligence, Securities, Financial Analysis, Capital Markets
Education
Art Institute of Philadelphia 1990 — 1991
Associate's degree, Design and Visual Communications, General
East Stroudsburg University of Pennsylvania 1983 — 1983
no degree, Accounting and Finance
Chartwell Investment Partners June 1997 - Present
Skills
Hedge Funds, Equities, Asset Management, Equity Research, Investments, Alternative Investments, Portfolio Management, Bloomberg, Mutual Funds, Fixed Income, Asset Allocation, Financial Modeling, Valuation, Investment Strategies, Investment Management, Private Equity, Due Diligence, Securities, Financial Analysis, Capital Markets
Education
Art Institute of Philadelphia 1990 — 1991
Associate's degree, Design and Visual Communications, General
East Stroudsburg University of Pennsylvania 1983 — 1983
no degree, Accounting and Finance
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY