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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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

Check the background of these investment professionals on FINRA’s BrokerCheck.

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