Kiernan is a Research Analyst/Trader on Chartwell’s fixed income investment team. Prior to joining Chartwell, Kiernan was employed at Duff and Phelps as an Analyst in their real estate advisory group.

Education:

  • B.S. in Finance from Lehigh University
  • M.S. in Finance from Villanova University

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

Jim is an Assistant Portfolio Manager and Analyst on Chartwell’s fixed income investment team. At Chartwell, Jim focuses on trading the front-end and intermediate parts of the credit curve for the Investment Grade Fixed Income portfolios. He also serves as a member of the Brokerage Committee. Prior to joining Chartwell, Jim was a financial consultant for RBC Wealth Management.

Education:

  • B.S. in Finance from Loyola College of Maryland
  • MBA in Business Administration and Finance from Saint Joseph’s University