Nancy S. Story

Nancy is an Administrative Support Specialist on Chartwell’s Marketing and Client Service team. Nancy has been with Chartwell since 2019. Prior to joining Chartwell, Nancy worked at G.W. Story, Inc. and at Brinker Financial.

< Back to News & Media

Rebecca L. Johnson

Rebecca is a Client Service Administrator on Chartwell’s Marketing and Client Service team. She joined Chartwell in 2016 from The Killen Group where she was an Administrative Assistant and Property Manager. Rebecca also worked as a Client Service Associate at Berwyn Financial Services.

Education:

B.S. in Business Administration from Immaculata University

< Back to News & Media

NOTICE

Chartwell Investment Partners has prepared the attached fact sheet you are about to view for illustrative purposes only. Information contained herein is believed to be accurate but cannot be guaranteed. Opinions represented are not intended as an offer or solicitation with respect to the purchase or sale of any security and are subject to change without notice. This fact sheet describes an investment mandate generally utilized for separately managed investment portfolios with certain asset levels. For information on investment vehicles available for institutional portfolios with assets of $5,000,000 or more visit our investment strategies web pages. For individuals seeking separately managed portfolios of $250,000 or more, visit our Individual Investing web page. And for retail investments of $1,000 or more, visit our Mutual Funds web pages.

This publication has been prepared without taking into account your objectives, financial situation or needs. Before acting on this information, you should consider its appropriateness having regard to your objectives, financial situation or needs. Individual investors and institutional investors may have different investment horizons, liquidity needs and risk tolerances. In addition, fees that may be incurred by an investor in any of the funds sponsored by Chartwell Investment Partners may be different than fees incurred by an institutional portfolio investing in similar assets of those in which the funds invest.

You acknowledge and agree that Chartwell Investment Partners does not assume any duties, obligations, or liabilities to you in connection with this fact sheet or your access to or examination of it. You hereby release and agree not to make a claim against, collectively or individually, Chartwell Investment Partners or its present, future, or former partners, directors, employees or agents (collectively referred to as Chartwell Investment Partners) or its affiliates, for any matter in any manner.

Click “Continue” or “Cancel” to go back.