Thomas W. Mattsson, CFA®

Thomas is a Research Analyst with Chartwell’s value equity investment team. Thomas also serves as a member of the ESG Committee and the Diversity, Equity and Inclusion Committee. Prior to joining Chartwell, Thomas was a Research Analyst for Cohen & Steers. He also previously worked as an Analyst at Rockefeller & Co.

Education:

  • B.A. in Political Science from the University of Pennsylvania
  • CFA® charterholder and member of the CFA® Institute
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Jared Marks, CFA®

Jared is a Research Analyst on Chartwell’s value equity investment team.  Prior to joining Chartwell, Jared was an Investment Manager for North American Equities at Aberdeen Standard Investments.

Education:

  • B.S. in Economics with concentrations in Finance and Marketing from The Wharton School of the University of Pennsylvania
  • CFA® charterholder and member of the CFA® Institute
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T. Ryan Harkins, CFA

Ryan is a Senior Portfolio Manager on Chartwell’s value equity investment team. He is also a member of the firm’s Executive Committee. Prior to joining Chartwell, Ryan co-managed the small cap value equity strategy at Credit Suisse Asset Management. He began his career at a middle market investment bank where he helped small public and private companies evaluate strategic alternatives, access capital markets, and execute mergers and acquisitions.

Education:

  • B.A. in Economics from Duke University
  • MBA in Finance and Entrepreneurial Management from The Wharton School of the University of Pennsylvania
  • CFA® charterholder and member of the CFA® Institute
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Reid T. Halloran

Reid is a Research Analyst on Chartwell’s value equity investment team. Previously, Reid was an Investment Analyst for Aberdeen Asset Management in the North American Equities division.

Education:

  • B.S. in Business Management from Babson College
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David C. Dalrymple, CFA®

Dave is a Senior Portfolio Manager leading Chartwell’s value equity investment team. He serves as a member of the Executive Committee and is an original founding partner of the firm. Prior to Chartwell’s inception, he was a Portfolio Manager for Delaware Investment Advisers, managing a small cap value mutual fund, the Value Fund, and previously assisting in managing mutual funds and institutional assets in small and mid cap styles. Dave also worked as an Assistant Portfolio Manager of the mid cap value and small cap growth products at Lord, Abbett & Co.

Education:

  • B.S. in Business Management from Clarkson University
  • MBA from Cornell University
  • CFA® charterholder and member of the CFA® Institute and the CFA® Society of Philadelphia
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