Chris is a Senior Portfolio Manager on Chartwell’s fixed income investment team overseeing all the high-grade fixed income strategies. She is an original founding partner of the firm and serves as a member of the Executive Committee and Investment Committee. She is also co-chair for the Diversity, Equity and Inclusion Committee. During her tenure at Chartwell, the fixed income team has grown to manage multiple mandates. Prior to joining Chartwell, Chris was an Assistant Vice President in fixed income at Meridian Investment Company. Chris began her career with Merrill Lynch.

Education:

  • B.S. in Economics from the University of Delaware
  • MBA in Finance from St. Joseph’s University
  • Member of the CFA® Institute and the CFA® Society of Philadelphia

John is a Portfolio Manager/Senior Analyst on Chartwell’s fixed income investment team. Prior to joining Chartwell, John worked for Collateral Processing Group, LLC where he was a Founder and Managing Principal. He also worked for Sunrock Capital Corporation where he was Chief Financial Officer. Earlier in his career, he worked for Chase Securities, Inc. where he was a Senior High Yield Analyst.

Education:

  • B.S. in Finance and B.S. in Economics from the Pennsylvania State University
  • CFA® charterholder and member of the CFA® Institute and the CFA® Society of Philadelphia

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. Prior to joining Chartwell, Tom was employed at Janney Montgomery Scott, LLC, where he held multiple analyst positions.

Education:

  • 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

Andy is a Senior Portfolio Manager on Chartwell’s fixed income investment team overseeing the high yield fixed income strategies. Andy also serves as a member of the Executive Committee and the ESG Committee. During his tenure at Chartwell, the fixed income team has grown to manage multiple mandates. Prior to joining Chartwell, Andy was part of a team managing high yield corporate bonds for Nomura Corporate Research and Asset Management, Inc.

Education:

  • B.S. in Economics from Yale University
  • MBA with Finance concentration from Cornell University
  • CFA® charterholder and member of the CFA® Institute and the CFA® Society of Philadelphia

Ryan is a Senior Portfolio Manager on Chartwell’s value equity investment team. He is also a member of the firm’s Executive Committee. Prior to joining Chartwell, Ryan co-managed the small cap value equity strategy at Credit Suisse Asset Management. He began his career at a middle market investment bank where he helped small public and private companies evaluate strategic alternatives, access capital markets, and execute mergers and acquisitions.

Education:

  • B.A. in Economics from Duke University
  • MBA in Finance and Entrepreneurial Management from The Wharton School of the University of Pennsylvania
  • CFA® charterholder and member of the CFA® Institute

Dave is a Senior Portfolio Manager leading Chartwell’s value equity investment team. He serves as a member of the Executive Committee and is an original founding partner of the firm. Prior to Chartwell’s inception, he was a Portfolio Manager for Delaware Investment Advisers, managing a small cap value mutual fund, the Value Fund, and previously assisting in managing mutual funds and institutional assets in small and mid cap styles. Dave also worked as an Assistant Portfolio Manager of the mid cap value and small cap growth products at Lord, Abbett & Co.

Education:

  • B.S. in Business Management from Clarkson University
  • MBA from Cornell University
  • CFA® charterholder and member of the CFA® Institute and the CFA® Society of Philadelphia

Jeff is a Portfolio Manager on Chartwell’s equity investment team co-managing Dividend Value. Prior to joining Chartwell, Jeff was employed at Cruiser Capital, where he served as a Research Analyst. Previously, he was a Vice President in Institutional Sales and Trading at Hudson Securities. Earlier in his career, Jeff worked at Bank of America as an Analyst in Institutional Sales and Trading.

Education:

  • B.A. in Diplomatic History from the University of Pennsylvania
  • MBA in Finance from The Wharton School of the University of Pennsylvania