Neil works at Chartwell Investment Partners as the Controller and serves as a member of the Technology Committee. Prior to joining Chartwell, Neil was the Controller of The Killen Group. Neil also worked various accounting and finance positions at Pulte Homes, the Hartford, and Electronic Data Systems, and began his career in public accounting.

Education:

  • B.S. in Business Administration, Finance Concentration from the University of Delaware
  • CPA member of the AICPA
  • FINRA Series 27

Jon is a Vice President in our Finance and Operations group at Chartwell responsible for initiating and maintaining GIPS compliance. He also serves as a member of the Technology Committee. Prior to joining Chartwell, he served as a Senior Reconciliation Specialist at J.P. Morgan and a Mutual Fund Analyst at SEI Investments.

Education:

  • B.S. in Business Administration – Finance & Real Estate from Temple University
  • Certificate in Investment Performance Measurement

Greg is the Chief Financial Officer and is responsible for overseeing the management of the finances of the firm. He also serves as a member of the Executive Committee. Prior to joining Chartwell, Greg was a National Accounting and Systems Advisor for Commonwealth Land Title Insurance Company.  He was also the Supervisor of Financial Services for Hemming Morse CPA’s and Consultants. Greg began his career with Northwest Administrators.

Education:

  • B.S. in Business Administration from Bucknell University
  • Certified Public Accountant (inactive)