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Jonathan C. Caffey, CIPM®

Vice President

Jon is a Vice President in our Finance and Operations group at Chartwell responsible for initiating and maintaining GIPS compliance. He also serves as a member of the Technology Committee. Prior to joining Chartwell, he served as a Senior Reconciliation Specialist at J.P. Morgan and a Mutual Fund Analyst at SEI Investments.


  • B.S. in Business Administration – Finance & Real Estate from Temple University
  • Certificate in Investment Performance Measurement
  • Member of the CFA® Institute and the CFA® Society of Philadelphia