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Douglas W. Kugler, CFA®

Senior Portfolio Manager

Doug is a Senior Portfolio Manager on Chartwell’s equity investment team managing the covered call stratetgy. 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.

Education:

  • B.S. in Accounting from the University of Delaware
  • CFA® charterholder and member of the CFA® Institute and the CFA® Society of Philadelphia