Tom is a Portfolio Manager and Senior Analyst on Chartwell’s fixed income investment team. He follows the Tech, Telecom, and Healthcare sectors. In addition, he also helps craft the team’s economic and interest rate outlook. Tom joined Chartwell in 2007. Prior to joining Chartwell, Tom was employed at Janney Montgomery Scott, LLC, where he held multiple analyst positions.
- B.A. in Economics and History from Swarthmore College.
- CFA® charterholder and member of the CFA® Institute and the CFA® Society of Philadelphia.
- Chartered Market Technician designation