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Theresa H. Tran, CFA®

Portfolio Manager/Senior Analyst

Theresa is a Portfolio Manager/Senior Analyst on Chartwell’s small and mid cap growth equity investment team. Prior to re-joining Chartwell, Theresa worked  as a Vice President/Equity Research Analyst at Voya Investment Management. Previously, Theresa worked as an Associate Director of US Strategy and Planning at Merck;  a Healthcare Investment Analyst with American Century Investments, and as a Global Equity Analyst at Turner Investments. She began her career as a Health and Welfare Associate at Towers Watson.


  • Bachelor of Business Administration from Temple University, Fox School of Business
  • CFA® charterholder and member of the CFA® Institute and the CFA®  Society of Philadelphia