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.
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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.
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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.
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