Benjamin Flox

Ben is a Research Analyst on Chartwell’s small and mid cap growth equity investment team. Prior to joining Chartwell, Ben was a Vice President of Equity Research in the Healthcare Services sector at Jefferies, LLC. Previously, Ben was an Equity Research Analyst focusing on restaurants for Telsey Advisory Group. Earlier in his career, he worked for Avondale Partners as an Equity Research Associate in the Business Services sector.

Education:

  • B.S. in Finance and Economics from the University of Wisconsin – Milwaukee
  • MBA from the University of Wisconsin – Milwaukee
  • Completed the Investment Management Certificate Program at the University of Wisconsin – Milwaukee
  • CFA charterholder
  • FINRA Series 63, 7, 86, 87
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Theresa H. Tran, CFA

Theresa is a Portfolio Manager/Senior Analyst on Chartwell’s small and mid cap growth equity investment team. Prior to re-joining Chartwell, Theresa worked  as a Vice President/Equity Research Analyst at Voya Investment Management. Previously, Theresa worked as an Associate Director of US Strategy and Planning at Merck;  a Healthcare Investment Analyst with American Century Investments, and as a Global Equity Analyst at Turner Investments. She began her career as a Health and Welfare Associate at Towers Watson.

Education:

  • Bachelor of Business Administration from Temple University, Fox School of Business
  • CFA® charterholder and member of the CFA® Institute and the CFA®  Society of Philadelphia
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Frank L. Sustersic, CFA®

Frank is a Senior Portfolio Manager responsible for leading Chartwell’s growth equity strategies. Prior to joining Chartwell, Frank worked as a Portfolio Manager at Lazard Asset Management. Earlier in his career, he worked as a Portfolio Manager at Turner Investments and as a Portfolio Manager at First Fidelity Bank Corporation.

Education:

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