Carly is a Senior Marketing Associate working with the Advisory Service team at Chartwell Investment Partners. She also serves as a member of the firm’s Diversity, Equity and Inclusion Committee. Prior to her current role, she was Marketing Assistant on the Marketing and Client Services team at Chartwell Investment Partners.

Education:

  • B.A. in Communication from Villanova University
  • FINRA Series 7

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Kevin is a Regional Director responsible for maintaining and developing advisory relationships in the Southern region of the U.S. for Chartwell. Kevin’s career has been focused on sales and distribution within the asset management industry.

Education:

  • B.S. in Business, Organizations and Society from Franklin & Marshall College
  • FINRA Series 7, 63

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Jason is the Regional Director responsible for maintaining and developing advisory relationships in the Western region of the U.S. for Chartwell. Prior to joining Chartwell, Jason was a Financial Advisor at Graystone Consulting. He was also employed by Smith Barney as a Consulting Group Divisional Analyst and as a Consulting Group Senior Regional Director.

Education:

  • B.A. in Economics from Stanford University
  • Holds the CIMA® designation
  • FINRA Series 7, 65, 66

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Jamie is the Regional Director responsible for maintaining and developing advisory relationships in the Northern region of the U.S. for Chartwell. Prior to joining Chartwell, Jamie was an Inside Sales Representative at TriState Capital Bank. Jamie was also employed at Federated Investors, Inc. as a Senior Internal Sales Representative.

Education:

  • B.S. in Economics from the Pennsylvania State University
  • FINRA Series 7, 66

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Tom is the Regional Director responsible for maintaining and developing advisory relationships in the Eastern region of the U.S. for Chartwell. Prior to joining Chartwell, Tom was the Director of Northeast Sales at Geneva Advisors and he was employed at Pacific Income Advisors as a Senior Vice President. Earlier in his career, Tom was employed as a Financial Advisor at PaineWebber and at Ibbotson Associates as an Account Executive and Consultant.

Education:

  • B.A. in Economics from Johns Hopkins University
  • MBA in Finance from the University of Notre Dame
  • Holds the CIMA® designation
  • Holds the ChSNC® designation
  • FINRA Series 7, 63, 65

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Mike is a Strategic Accounts Director at Chartwell covering the RIA Channel. He also works closely with the various industry custodians, TAMP platforms, and select Independent Broker Dealers. Additionally, Mike serves as a member of the ESG Committee. Prior to joining Chartwell, he was a Senior Portfolio Manager for Lockwood Advisors, Inc., an affiliate of BNY Mellon | Pershing. Mike also worked at UBS Financial Services as a Wealth Strategy Analyst and Morgan Stanley as a Financial Advisor.

Education:

  • B.A. in Finance from Temple University
  • CFA® charterholder and member of the CFA® Institute and the CFA® Society of Philadelphia
  • FINRA Series 7, 66

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Brian is responsible for overseeing the advisor sales and strategic accounts team. He also serves as a member of the Executive Committee. Prior to joining Chartwell, he was Director of Institutional Consulting at UBS Financial Services. He began his career at Smith Barney as a technical analyst, supporting the advisory business. He was the Head of Institutional Services directing all aspects of Smith Barney’s institutional investment consulting business. He was later named Divisional Sales Director where he led sales and training support for advisors located in Smith Barney’s Southern Division.

Education:

  • B.S. in Business Administration from the University of Delaware
  • MBA in Finance from the University of Delaware
  • CFA® charterholder and member of the CFA® Institute and the CFA® Society of Philadelphia
  • Certified Investment Management Analyst (CIMA)
  • FINRA Series 7

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