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Chartwell Investment Partners

1205 Westlakes Drive, Suite 100
Berwyn, Pennsylvania 19312
United States
 
Contact :      Mr. MICHAEL MCCLOSKEY
Phone :       610-296-1400
Fax :             610-296-1430
Email :         mccloskey@chartwellip.com
Web :           http://www.chartwellip.com

Chartwell Investment Partners Information

Type of organization : Limited Liability Company
Total Assets Managed ($Mil) : $9,865
Tax-Exempt Managed ($Mil) : $6,173
Taxable Assets Managed ($Mil) : $3,692
Year Founded : 1997
Wrap Programs Offered? : Yes
# of Accounts Managed : 336
In-House Research : 80 %
Carries liability insurance? : Yes
Errors & Omission Insurance? : Yes
Socially Responsible? : Yes
Minority Owned? : No
Wrap Program Description  
In $ Thousands
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Chartwell Investment Partners History

Ownership Structure: Wholly owned subsidiary of TriState Capital Partners. Chartwell Investment Partners, LLC is a Berwyn, Pennsylvania based investment firm, founded in 1997, focusing on institutional, sub-advisory and private client relationships. Chartwell Investment Partners was an employee-owned investment advisory firm founded on April 1, 1997 by nine investment professionals from Delaware Investment Advisers. The firm was 75% owned by the partners and employees of Chartwell and 25% owned by a limited partnership comprised of three passive investors in the Philadelphia area. On January 7th, 2014, Chartwell accepted an offer to be acquired by TriState Capital Bank and Holding Company. The deal was finalized in March of 2014, and Chartwell became a wholly-owned subsidiary of TriState Capital Holdings, Inc., a registered bank holding company based in Pittsburgh, Pennsylvania. On December 16, 2015, TriState/Chartwell announced the acquisition of the Killen Group (TKG), an investment management firm based in Berwyn, PA and the subadvisor of The Berwyn Funds. All of The Killen Groupís assets and employees became part of Chartwell. The transaction closed at the end of April 2016. On January 24, 2018, TriState/Chartwell announced the acquisition of the long-only investment management business of Colombia Partners based in Chevy Chase, MD. The acquisition brought approximately $1B in fixed income and equity relationships to Chartwell. The transaction closed on April 6, 2018.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
6
$7
 
Limited Partnership :
0
$0
 
Foundations :
23
$306
ERISA :
Unions, Taft-Hartley :
211
$3265
Public :
17
$614
Others :
79
$5673
Total # of Professional : 65 Analysts : 14
Portfolio Managers : 11 Traders : 3
Client Service : 21 Operation : 4

Chartwell Investment Partners Personnel

Mr.  Michael McCloskey

Marketing Director
Tel : 610-296-1400
Email: mccloskey@chartwellip.com
Mr. McCloskey earned a Bachelor of Science in Labor Studies from the Pennsylvania State University. He was a Vice President at Delaware Investment Advisers from 1993 to 1997, heading a Delaware marketing group. From 1991 to 1993, Mr. McCloskey was the Director of Institutional Marketing for RTE Asset Management. From 1988 to 1991, he was employed at Travelers' Asset Management.

Mr.  David Choi

Researcher/Analyst
Tel : 610-296-1400
Email: choi@chartwellip.com
Mr. Choi earned a Bachelor?s degree in Economics from the University of Pennsylvania. He holds the Chartered Financial Analyst designation. Prior to joining Chartwell in 1999, Mr. Choi worked for two years at Daewoo Securities in Seoul, Korea where he was an equity research analyst, entrusted with fundamental and quantitative analysis of South Korean equities.

Mr.  David Dalrymple

Researcher/Analyst
Tel : 610-296-1400
Email: dalrymple@chartwellip.com
Mr. Dalrymple earned a Bachelor?s degree in Business Management from Clarkson University and an MBA from Cornell University?s Johnson School. He holds the Chartered Financial Analyst designation. From 1991 to 1997, Mr. Dalrymple 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. Prior to 1991, Mr. Dalrymple was an assistant portfolio manager of the mid cap value and small cap growth products at Lord Abbett & Co.

Mr.  Timothy Riddle

Client Contact
Tel : 610-296-1400
Email: riddle@chartwellip.com
Mr. Riddle earned a Bachelor?s degree in Business Administration as well as an MBA from Creighton University. He holds the Chartered Financial Analyst designation. He was employed as a Senior Vice President at Delaware Investment Advisers from 1986 to 1997, where he directed the institutional client service effort. From 1978 to 1986, he was employed with Father Flanagan?s Boys? Home, where he served as Director of Investments. He is a member of the Financial Analysts of Philadelphia and the Association for Investment Management and Research.

Mr.  Andrew Toburen

Portfolio Manager
Tel : 610-296-1400
Email: toburen@chartwellip.com
Mr. Toburen earned a Bachelor's degree in Economics from Yale University and an MBA from Cornell University's Johnson School of Management. He holds the Chartered Financial Analyst designation. From 1994 to 1997 he was part of a team managing over $3 billion in high yield corporate bond assets for Nomura Corporate Research and Asset Management, Inc. Mr. Toburen is a member of the Financial Analysts of Philadelphia and the Association for Investment Management and Research.

Ms.  Christine Williams

Portfolio Manager
Tel : 610-296-1400
Email: williams@chartwellip.com
Ms. Williams earned a Bachelor?s degree in Economics from the University of Delaware and a Master?s Degree in Finance from St. Joseph?s University. Prior to joining Chartwell, Ms. Williams was an Assistant Vice President, Fixed Income at Meridian Investment Company from 1990 to 1997. She was part of the fixed income team managing close to $2 billion in assets. In addition to her tax exempt responsibilities, she managed the Pennsylvania Municipal Mutual Fund and the General Market Personal Trust Municipal Fund. She began her career with Merrill Lynch. Ms. Williams is a member of the Financial Analysts of Philadelphia and The Association for Investment Management & Research.

Mr.  Douglas Kugler

Portfolio Manager
Tel : 610-786-4944
Email: kugler@chartwellip.com
Mr. Kugler earned a Bachelor?s degree in Accounting from the University of Delaware. He holds the Chartered Financial Analyst designation. From 1993 to 2003, 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, Junior Associate in the Equity Department, and his last position held prior to joining Chartwell was Senior Associate and Analyst for the Large Cap Value team. Prior to joining Morgan Stanley, he was an Assistant Vice President and Senior Accounting Officer at Provident Financial Processing Corporation.

Ms.  Karen Schnellenbach

Marketing Associate
Tel : 610-407-4844
Email: schnell@chartwellip.com
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Mr.  Ryan Harkins

Portfolio Manager
Tel : 610-407-4879
Email: harkins@chartwellip.com
T. Ryan Harkins, CFA Principal, Senior Analyst, Portfolio Manager Mr. Harkins earned a Bachelorís degree in Economics from Duke University and an MBA in Finance and Entrepreneurial Management from the University of Pennsylvaniaís Wharton School. He holds the Chartered Financial Analyst designation. Prior to joining Chartwell, Mr. Harkins was a Portfolio Manager and Research Analyst at Credit Suisse Asset Management where he co-managed the firmís small cap value strategy. From 1997 to 2000, he was an Investment Banker at Morgan Keegan & Company where he specialized in private placements for small public and private companies. Mr. Harkins is a member of the CFA Institute.

Mr.  Mark S. Goodman

Researcher/Analyst
Tel : 610-407-4843
Email: goodman@cartwellip.com
Mark S. Goodman, CFA Portfolio Analyst Mr. Goodman earned a Bachelor of Science degree in Systems Engineering from the University of Virginia. He holds the Chartered Financial Analyst designation. From 2003 to 2006, Mr. Goodman was an Equity Research Analyst for Endowment Capital Group. From 2000 to 2003, he was employed by Merrill Lynch Investment Managers as a Technology Analyst for the Fixed Income Applied Research team. Mr. Goodman is a member of the CFA Institute and the CFA Society of Philadelphia.

Mr.  Thomas Coughlin

Researcher/Analyst
Tel : 610-407-4854
Email: coughlin@chartwellip.com
Mr. Coughlin earned a Bachelor of Arts degree in Economics and History from Swarthmore College. Prior to joining Chartwell, Mr. Coughlin was employed at Janney Montgomery Scott, LLC. He held multiple analyst positions at Janney Montgomery Scott, LLC. His most recent position was an Investment Analyst where he carried out the due diligence on their recommended list and maintained both the recommended mutual fund and money manager lists. He is currently a Chartered Financial Analyst level two candidate.

Mr.  Stephen Elliker

Researcher/Analyst
Tel : 610-407-4865
Email: eliker@chartwellip.com

Mr.  John Hopkins

Researcher/Analyst
Tel : 610-407-4869
Email: hopkins@chartwellip.com

Mr.  James Fox

Researcher/Analyst
Tel : 610-407-4861
Email: fox@chartwellip.com
James W. Fox Portfolio Analyst Mr. Fox earned a Bachelor in Business Administration and Finance degree from Loyola College of Maryland, and an MBA in Business Administration and Finance from Saint Josephís University. From 2007 to 2010, Mr. Fox was a financial consultant for RBC Wealth Management. He is currently a Chartered Financial Analyst level one candidate.

Mr.  Reid  Halloran

Researcher/Analyst
Tel : 610-786-4950
Email: halloran@chartwellip.com
Reid T. Halloran Portfolio Analyst Mr. Halloran earned a Bachelor of Science degree in Business Management from Babson College. From 2006 to 2009, Mr. Halloran was an investment analyst for Aberdeen Asset Management in the North American Equities division. He is currently a Chartered Financial Analyst level one candidate.

Mr.  Peter Schofield

Portfolio Manager
Tel : 610-407-4858
Email: schofield@chartwellip.com
Peter M. Schofield, CFA Senior Portfolio Manager Mr. Schofield earned a Bachelorís degree in History from the University of Pennsylvania. He holds the Chartered Financial Analyst designation. From 2005 to 2010, he was a Co-Chief Investment Officer at Knott Capital. From 1996 to 2005, he was a Portfolio Manager at Sovereign Asset Management. Prior to Sovereign Asset Management, he was a portfolio manager at Geewax, Terker & Company. Mr. Schofield is a member of the CFA Institute and the CFA Society of Philadelphia.

Ms.  Carly Liberatore

Data Preparer
Tel : 610-407-4864
Email: liberatore@chartwellip.com
Carly Liberatore 610-407-4864

Mr.  Frank  Sustersic

Portfolio Manager
Tel :
Email: sustersic@chartwellip.com
Mr. Sustersic earned a Bachelor of Science degree in Economics from The University of Pennsylvania and holds a Chartered Financial Analyst designation. From 2014 to February 2016, Mr. Sustersic worked as a Portfolio Manager at Lazard Asset Management. Prior to that, he worked as a Portfolio Manager at Turner Investments from 1994 to March 2014. In addition, Mr. Sustersic worked as a Portfolio Manager at First Fidelity Bank Corporation from 1989 to April 1994. Mr. Sustersic is a member of the CFA Institute and the CFA Society of Philadelphia.

Chartwell Investment Partners Product Name

Small Cap Value:Privately Managed Accounts
Small Cap Growth:Privately Managed Accounts
Mid Cap Growth:Privately Managed Accounts
Intermediate Fixed Income:Privately Managed Accounts
High Yield Fixed Income:Privately Managed Accounts
Dividend Value:Privately Managed Accounts
Core Fixed Income :Privately Managed Accounts
Short BB High Yield Fixed Income:Privately Managed Accounts
Mid Cap Value:Privately Managed Accounts
Report Created: January,26 2020.  Copyright Money Manager Review , All rights Reserved.
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