Thomas P. Buckley

Thomas is a Research Analyst/Trader on Chartwell’s fixed income investment team and joined Chartwell in 2023. Prior to joining Chartwell, Thomas was employed at MetLife Investment Management as a Credit Research Analyst on their public fixed income team. Earlier in his career, Thomas served as a Nuclear Submarine Officer and a Naval ROTC instructor at Georgia Tech while in the US Navy.

Education:

  • B.S. in Quantitative Economics from the U.S. Naval Academy
  • Master of Engineering Management from Old Dominion University
  • MBA with a concentration in Finance from the Georgia Institute of Technology, Scheller College of Business
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Kiernan M. McCloskey

Kiernan is a Research Analyst/Trader on Chartwell’s fixed income investment team and joined Chartwell in 2021. 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
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Christine F. Williams

Chris is a Senior Portfolio Manager on Chartwell’s fixed income investment team overseeing all the high-grade fixed income strategies. She was an original founding partner of the firm in 1997 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
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John M. Hopkins, CFA®

John is a Portfolio Manager/Senior Analyst on Chartwell’s fixed income investment team and joined Chartwell in 2007. 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
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Thomas R. Coughlin, CFA®, CMT®

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. Tom joined Chartwell in 2007. 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
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Andrew S. Toburen, CFA®

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. Andy has been with Chartwell since 1999. 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
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James W. Fox

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. Jim has been with Chartwell since 2010. 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
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