Mike is the Chief Operating Officer and is responsible for overseeing all of Chartwell’s operations. He also serves as a member of the Executive, Brokerage and Compliance Committees. Prior to Chartwell’s acquisition of the company, Mike was Chief Operating Officer at the Killen Group. Earlier, he was employed by Legg Mason/ClearBridge Investments as a Managing Director – Head of Business Management, where he was responsible for Institutional Sales, Marketing and Client Relations. Mike also held senior positions at Citigroup Asset Management, Oppenheimer Funds and Prudential Investments.

Education:

• B.S. in Business Economics from S.U.N.Y. College at Oneonta
• MBA from Manhattan College
• M.S. in Information Systems/Financial Services from Stevens Institute of Technology
• FINRA Series 7, 63, 65

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Brian is responsible for overseeing the advisor sales and strategic accounts team. He also serves as a member of the Executive Committee. Prior to joining Chartwell, he was Director of Institutional Consulting at UBS Financial Services. He began his career at Smith Barney as a technical analyst, supporting the advisory business. He was the Head of Institutional Services directing all aspects of Smith Barney’s institutional investment consulting business. He was later named Divisional Sales Director where he led sales and training support for advisors located in Smith Barney’s Southern Division.

Education:

• B.S. in Business Administration from the University of Delaware
• MBA in Finance from the University of Delaware
• CFA® charterholder and member of the CFA® Institute and the CFA® Society of Philadelphia
• Certified Investment Management Analyst (CIMA)
• FINRA Series 7

Check the background of these investment professionals on FINRA’s BrokerCheck.

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Tim is the Chief Executive Officer of Chartwell and is responsible for the strategic planning of the firm. He is an original founding partner of the firm and serves on the Executive and Compliance Committees. Prior to starting Chartwell, he was employed as a Senior Vice President at Delaware Investment Advisers, where he directed the institutional client service effort. Earlier, he was employed with Father Flanagan’s Boys’ Home, where he served as Director of Investments.

Education:

• B.S. in Business Administration from Creighton University
• MBA from Creighton University
• CFA® charterholder and member of the CFA® Institute and the CFA® Society of Philadelphia

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Mike is Director of Client Services at Chartwell and is responsible for overseeing the firm’s institutional distribution efforts. He is a founding partner of Chartwell and serves on the firm’s Executive Committee as well the Diversity, Equity and Inclusion Committee. Prior to Chartwell, he was a Vice President at Delaware Investment  Advisors. He also worked as Director of Marketing at RTE Asset Management and at the Travelers Asset Management Group.

Education:

• B.S. in Labor Studies from the Pennsylvania State University

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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)

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