Heather is an Operations Specialist at Chartwell Investment Partners. Prior to joining Chartwell, Heather worked at SEI Investments as a Portfolio Accountant and Free Asset Movement Analyst.

Education:

  • B.S. in Business from Penn State Berks Lehigh Valley

Eric is an Operations Specialist at Chartwell Investment Partners. Prior to joining Chartwell, Eric worked at Sterling Capital Management and the Vanguard Group.

Education:

  • B.A. in Communications from York College of Pennsylvania
  • FINRA Series 6, 26 and 63

Sonya is a Manager of Back Office Operations on the Accounting and Operations team. She is also involved in several committees including the Diversity, Equity and Inclusion, Investment Guidelines and Brokerage Committees. Prior to joining Chartwell, she worked as a Financial Reporting Specialist Supervisor at SEIC and as a Financial Reporting Specialist at BNY Mellon.

Education:

  • B.S. in Business Administration, with a concentration in Accounting from Pierce College

Cindy is the Director of Operations and has been with Chartwell since our inception in 1997.  Cindy is responsible for overseeing the operations group. She is also the Compliance Officer who heads the Brokerage Committee and performs the internal trade execution reviews. She is also a member of the Technology Committee. Prior to joining Chartwell, Cindy worked as a Manager of Operations at Wolf Webb Management.