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

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