BERWYN, Pa., July 19, 2022 (GLOBE NEWSWIRE) — Chartwell Investment Partners (Chartwell) is pleased to announce the re-hire of Theresa Tran, CFA, as a Portfolio Manager and Senior Analyst for its Small and Mid Cap Growth team.
“We are very excited to have Theresa back on board with us here at Chartwell,” said Tim Riddle, CFA, Chief Executive Officer. “She is a great talent and an excellent addition to our growth-focused equity strategies.
“Importantly, this also demonstrates the commitment from Carillon, our new parent company, to ensure our investment teams have the resources they need to maximize their processes.”
Tran rejoins Senior Portfolio Manager Frank Sustersic, CFA, in managing the Chartwell Small Cap Growth and Mid Cap Growth strategies.
She previously worked on the team from 2017 through March 2020. Tran then joined Voya Investment Management as an equity research analyst. Her previous roles included being an Associate Director of Strategy and Planning at Merck & Co.; an investment analyst at American Century Investments; and a global investment analyst at Turner Investment where she previously worked with Sustersic.
Tran earned her undergraduate degree in finance and risk management from Temple University (2004). She is a CFA charterholder.
Since its founding in 1997, Chartwell has successfully grown into a 50-plus person, boutique investment management firm with approximately $10.4 billion of assets under management (as of June 30). Located in Berwyn, Pennsylvania, Chartwell is a wholly-owned subsidiary of Carillon Tower Advisers (a subsidiary of Raymond James Financial) since June 2022. Chartwell provides U.S. equity and fixed-income strategies through a variety of investment vehicles.
Shree Dhond / Doug Allen
Dukas Linden Public Relations
(646) 722-6531 / (646) 722-6530
Chartwell becomes sixth boutique investment manager in Carillon family
St. Petersburg, FL – Carillon Tower Advisers (Carillon), a global, multi-boutique asset management firm, today announced the addition of Chartwell Investment Partners to its lineup.
Chartwell joins ClariVest Asset Management; Cougar Global Investments; Eagle Asset Management; Reams Asset Management (a division of Scout Investments); and Scout Investments as the sixth boutique investment manager in the Carillon family.
“We believe Chartwell will be a great fit in the Carillon culture,” said Bob Kendall, president of Carillon. “It is clear to us that Chartwell associates share our client-first philosophy and commitment to integrity and long-term thinking.
“We will be taking our time and working together with a broad coalition of vested parties to ensure a thoughtful partnership.”
Chartwell, founded in 1997, has approximately $11.2 billion under management in domestic equity and fixed income strategies available through a variety of investment vehicles. The firm will retain its brand under the Carillon umbrella.
The acquisition of Chartwell (previously owned by TriState Capital, which Carillon parent company Raymond James completed its purchase of today) has no impact on the structures of the five existing Carillon boutique investment managers nor on the relationships clients have with those firms.
Carillon and its boutique investment managers had $64 billion in assets under management as of March 31, 2022.
About Carillon Tower Advisers, Inc.
Carillon Tower Advisers is a global asset management company that combines the exceptional insight and agility of individual investment teams with the strength and stability of a full-service firm. Together with our partner affiliates – ClariVest Asset Management, Cougar Global Investments, Eagle Asset Management, Reams Asset Management, and Scout Investments – we offer a range of investment strategies and asset classes through multiple vehicles. Our focus is on sustainable, risk-adjusted returns and alpha generation. We believe this lineup of institutional-class portfolio managers can help investors meet their long-term business and financial goals. Ultimately, our structure allows affiliated investment teams to focus on what they do best: managing portfolios.
Shree Dhond/Doug Allen
Dukas Linden Public Relations
(646) 722.6531/(646) 722.6530