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Chartwell Investment Partners is an employee-owned firm, founded in 1997, that is dedicated solely to the investment advisory business. The firm is a quality-based equity and fixed income manager with a disciplined, team-oriented investment process. Chartwell maintains a firm-wide commitment to fundamental research.
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Management |
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Michael J. McCloskey
Managing Partner
Director, Client Services & Marketing |
Timothy J. Riddle, CFA, MBA
Managing Partner
Chief Executive Officer |
G. Gregory Hagar, CPA
Managing Partner
Chief Financial Officer
Compliance Officer
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John E. Andress
Partner, Client Services and Marketing
610.407.4834
Mr. Andress earned a Bachelor of Science degree from the Pennsylvania State University . Prior to joining Chartwell, he was a Vice President of Marketing and Client Service at Delaware Investment Advisers from 1995 to 2000. From 1985 to 1995, he was employed by the Luxottica Group as a Manager of Marketing and Client Service.
Edward N. Antoian, CPA, CFA
Managing Partner, Chief Investment Officer
610.407.4829
Mr. Antoian is a dual employee of Chartwell Investment Partners and Zeke Capital Advisors, LLC. He has been with Chartwell since its inception in 1997 and is currently a Managing Partner and Senior Portfolio Manager. He serves as Chief Investment Officer for Zeke Capital Advisors, LLC. Mr. Antoian earned a Bachelor of Science degree from the State University of New York, and an MBA from the University of Pennsylvania 's Wharton School . He is a Certified Public Accountant and holds the Chartered Financial Analyst designation. In addition, he is the General Partner of Zeke, LP, a privately offered long-short equity hedge fund. From 1984 to 1997, Mr. Antoian was a Senior Portfolio Manager at Delaware Investment Advisers, managing institutional assets in small and mid-cap growth styles as well as the Trend and DelCap Funds. Prior to joining Delaware , Mr. Antoian was employed by E.F. Hutton in the institutional equity division. Mr. Antoian is a member of the CFA Institute and the CFA Society of Philadelphia.
Joseph A. Barilotti, Jr.
Principal, Vice President, Client Services and Marketing
610.407.4822
Mr. Barilotti earned a Bachelor's degree in Business Administration and in Human Resource Management from Cabrini College . From 1999 to 2001, Mr. Barilotti worked as a Marketing Assistant on the proposal process. Prior to joining Chartwell, he was employed at SEI Investments from 1997 to 1999 as a Mutual Fund Analyst.
George H. Burwell, CFA
Partner, Senior Portfolio Manager
610.407.4876
Mr. Burwell earned a Bachelor's degree in Government from the University of Virginia . He holds the Chartered Financial Analyst designation. From 1999 to 2001, he was a Managing Director and Senior Portfolio Manager at Merrill Lynch Investment Managers. From 1992 to 1999, he was a Senior Portfolio Manager at Delaware Investment Advisers where he managed $1.4 Billion in core and balanced equity mutual funds. Prior to Delaware , he was a portfolio manager and analyst at Midlantic National Bank where he managed several equity income funds. Mr. Burwell is a member of the CFA Institute and the CFA Society of Philadelphia.
Jonathan C. Caffey, CIPM
Principal, Finance & Administration
610.407.4845
Mr. Caffey earned a Bachelor of Business Administration degree in Finance and Real Estate from Temple University . Prior to joining Chartwell, Mr. Caffey worked for J.P. Morgan from 1996 to 1998 in their Asset Management Services Group. From 1993 to 1996, Mr. Caffey was employed as a Mutual Fund Analyst for SEI Investments. Mr. Caffey is a member of the CIPM Association.
David Choi, CFA
Principal, Portfolio Analyst
610.407.4872
Mr. Choi earned a Bachelor's degree in Economics from the University of Pennsylvania . He holds the Chartered Financial Analyst designation. Prior to joining Chartwell in 1999, Mr. Choi worked for two years at Daewoo Securities in Seoul , Korea where he was an equity research analyst, entrusted with fundamental and quantitative analysis of South Korean equities. Mr. Choi is a member of the CFA Institute and the CFA Society of Philadelphia.
Thomas R. Coughlin
Portfolio Analyst
610.407.4854
Mr. Coughlin earned a Bachelor of Arts degree in Economics and History from Swarthmore College . Prior to joining Chartwell, Mr. Coughlin was employed at Janney Montgomery Scott, LLC. He held multiple analyst positions at Janney Montgomery Scott, LLC. His most recent position was an Investment Analyst where he carried out the due diligence on their recommended list and maintained both the recommended mutual fund and money manager lists. He is currently a Chartered Financial Analyst level three candidate.
David C. Dalrymple, CFA
Managing Partner, Senior Portfolio Manager
610.407.4827
Mr. Dalrymple earned a Bachelor's degree in Business Management from Clarkson University and an MBA from Cornell University's Johnson School. He holds the Chartered Financial Analyst designation. From 1991 to 1997, Mr. Dalrymple 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. Prior to 1991, Mr. Dalrymple was an assistant portfolio manager of the mid Cap value and small Cap growth products at Lord Abbett & Co. Mr. Dalrymple is a member of the CFA Institute and the CFA Society of Philadelphia.
Paul W. Elia, CFA
Portfolio Analyst
610.786.4950
Mr. Elia earned a Bachelors degree in Business Administration from Carnegie Mellon University . He holds the Chartered Financial Analyst designation. From 2003 to 2006, Mr. Elia was employed at Federated Investors as a Research Assistant in their Global Equity Research division. Mr. Elia is a member of the CFA Institute and the CFA Society of Philadelphia.
Stephen M. Elliker
Senior Analyst
610.407.4865
Mr. Elliker earned a Bachelor’s degree in Economics and Philosophy from Millersville University and is currently pursuing his MBA at the LeBow College of Business at Drexel University. Prior to joining Chartwell, Mr. Elliker was a Research Analyst at Emerald Advisers from 2002 to 2008. He is currently a Chartered Financial Analyst level two candidate.
Dawn M. Francfort
Investment Analyst
610.407.4852
Ms. Francfort earned a Bachelor of Science degree in Business Administration from The University of Richmond. Prior to joining Chartwell, Ms. Francfort worked at Lehman Brothers/Barclays Capital for three and a half years as a Senior Vice President of Equity Strategies (Proprietary Trading). From 2004 to 2006, she was employed by SunAmerica Asset Management as a Senior Equity Analyst covering Consumer Industries. From 2000 to 2004, she was Director, Specialty Retail Equity Research at CIBC World Markets.
Mark S. Goodman, CFA
Portfolio Analyst
610.407.4843
Mr. Goodman earned a Bachelor of Science degree in Systems Engineering from the University of Virginia. He holds the Chartered Financial Analyst designation. From 2003 to 2006, Mr. Goodman was an Equity Research Analyst for Endowment Capital Group. From 2000 to 2003, he was employed by Merrill Lynch Investment Managers as a Technology Analyst for the Fixed Income Applied Research team. Mr. Goodman is a member of the CFA Institute and the CFA Society of Philadelphia.
G. Gregory Hagar, CPA
Managing Partner, Chief Financial Officer, Chief Compliance Officer
610.407.4841
Mr. Hagar earned a Bachelor of Science degree in Business Administration from Bucknell University . He is a Certified Public Accountant. Prior to joining Chartwell, Mr. Hagar was the National Accounting and Systems Advisor for Commonwealth Land Title Insurance Company from 1996 to 1997. He was also the Supervisor of Financial Services from 1992 to 1996 for Hemming Morse CPA's and Consultants. Mr. Hagar began his career with Northwest Administrators.
James J. Hargadon
Quantitative Analyst
610.407.4851
Mr. Hargadon earned a Bachelor's degree in Finance and Economics from Lehigh University. Pior to joining Chartwell, Mr. Haradon was a Portfolio Administrator at Nuveen Asset Management. From 2001 to 2005, Mr. Hagadon was employed as a Stock Record Supervisor at Fiserv Securities. He is currently a Chartered Financial Analyst level three candidate.
T. Ryan Harkins, CFA
Principal, Senior Analyst/Portfolio Manager
610.407.4879
Mr. Harkins earned a Bachelor's degree in Economics from Duke University and an MBA in Finance and Entrepreneurial Management from the University of Pennsylvania's Wharton School. He holds the Chartered Financial Analyst designation. Prior to joining Chartwell, Mr. Harkins was a Portfolio Manager and Research Analyst at Credit Suisse Asset Management where he co-managed the firm's small cap value strategy. From 1997 to 2000, he was an Investment Banker at Morgan Keegan & Company where he specialized in private placements for small public and private companies. Mr. Harkins is a member of the CFA Institute.
John A. Heffern
Managing Partner, Senior Portfolio Manager
610.786.4951
Mr. Heffern earned a Bachelor's degree in Economics and an MBA in Finance from the University of North Carolina at Chapel Hill. From 1997 to 2005, he was a Senior Vice President and Senior Portfolio Manager with the Growth Investing Group at Delaware Investment Advisers. From 1994 to 1997, he was a Senior Vice President, Equity Research at NatWest Markets, responsible for specialty financial services equity research. Prior to NatWest, he was a Principal and Senior Regional Bank Analyst at Alex Brown & Sons.
John M. Hopkins, CFA
Senior Portfolio Analyst
610.407.4869
Mr. Hopkins earned Bachelor's degrees in both Finance and Economics, and a Minor in Spanish, from the Pennsylvania State University . He holds the Chartered Financial Analyst designation. From May of 2004 to present, Mr. Hopkins worked for Collateral Processing Group, LLC where he was a Founder and Managing Principal. From 1999 to 2003 he worked for Sunrock Capital Corporation where he was Chief Financial Officer. From 1997 to 1999 he worked for Chase Securities, Inc. where he was a High Yield Senior Analyst. Mr. Hopkins is a member of the CFA Institute and the CFA Society of Philadelphia.
Michael D. Jones, CFA
Managing Partner, Portfolio Manager
610.407.4846
Mr. Jones earned a Bachelor's degree in Business from Miami University and an MBA from the University of Michigan . He holds the Chartered Financial Analyst designation. Prior to joining Chartwell, Mr. Jones was a Portfolio Manager at Pilgrim Baxter and Associates from 1995 to 1998 where he managed over $1 billion in institutional growth equity accounts. From 1990 to 1995, Mr. Jones was an Equity Portfolio Manager in the institutional equity division of The Bank of New York. From 1985 to 1990, Mr. Jones was employed as an Analyst and Portfolio Manager at the Fifth Third Bank of Toledo , Ohio . Mr. Jones is a member of the CFA Institute and the CFA Society of Philadelphia.
Douglas W. Kugler, CFA
Principal, Portfolio Manager
610.786.4944
Mr. Kugler earned a Bachelor's degree in Accounting from the University of Delaware. He holds the Chartered Financial Analyst designation. From 1993 to 2003, he held several positions at Morgan Stanley Investment Management (Miller Anderson & Sherrerd) including Vice President, Head of Mutual Fund Administration, Treasurer of the MAS Funds, Junior Associate in the Equity Department, and his last position held prior to joining Chartwell was Senior Associate and Analyst for the Large Cap Value team. Prior to joining Morgan Stanley, he was an Assistant Vice President and Senior Accounting Officer at Provident Financial Processing Corporation. Mr. Kugler is a member of the CFA Institute and the CFA Society of Philadelphia.
Paul A. Matlack, CFA
Principal, Senior Portfolio Manager
610.407.4861
Mr. Matlack earned a Bachelor's degree in International Relations from the University of Pennsylvania and an MBA in Finance from George Washington University . He holds the Chartered Financial Analyst designation. Prior to joining Chartwell, Mr. Matlack was a Senior Portfolio Manager for Turner Investment Partners. Previous employment included Delaware Investment Advisers. Mr. Matlack is a member of the CFA Institute and the CFA Society of Philadelphia.
Michael J. McCloskey
Managing Partner, Director of Client Services & Marketing
610.407.4830
Mr. McCloskey earned a Bachelor of Science in Labor Studies from the Pennsylvania State University . He was a Vice President at Delaware Investment Advisers from 1993 to 1997, heading a Delaware marketing group. From 1991 to 1993, Mr. McCloskey was the Director of Institutional Marketing for RTE Asset Management. From 1988 to 1991, he was employed at Travelers' Asset Management
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Kevin A. Melich, CFA
Managing Partner, Senior Portfolio Manager
610.407.4823
Mr. Melich earned a Bachelor of Science degree in economics from St. John Fisher College . He holds the Chartered Financial Analyst designation. He was employed as a Senior Portfolio Manager at Delaware Investment Advisers from 1983 to 1997. There he managed over $1.6 Billion for institutional accounts in the value style. From 1979 to 1983, Mr. Melich was a Partner with the economics consulting firm, A.B. Laffer Associates. From 1964 to 1979, he was the Senior Investment Officer and Manager of the Trust and Investment Division of Security Trust Company. Mr. Melich is a member of the CFA Institute and the CFA Society of Philadelphia.
Michael J. Nalevanko
Partner, Head Trader
610.407.4874
Mr. Nalevanko earned an MBA from New York University and a Bachelor's degree in Religion from Princeton University . Prior to joining Chartwell, he was a Trader for Pilgrim Baxter from 1997 to 1999. He was a Trader from 1978 to 1995 for Arbitrage Securities and C. F. Partners in New York . From 1972 to 1978, Mr. Nalevanko was a Securities Analyst and Equity Options Specialist at Pershing & Co. in New York.
Maria E. Pollack
Partner, Director of Client Administration
610.407.4838
Ms. Pollack attended Chestnut Hill College and Temple University. Prior to joining Chartwell, she was Assistant Vice President of Client Services at Delaware Investment Advisers. From 1991 to 1997, Ms. Pollack was Administrative Manager for the $1 billion Delaware Pooled Trust.
David E. Reidinger
Principal, Portfolio Manager/Senior Portfolio Analyst
610.407.4821
Mr. Reidinger earned a Bachelor's degree in Economics and Mathematics from Fordham University and an MBA in Finance from Columbia University . Prior to joining Chartwell, Mr. Reidinger was a Portfolio Manager and analyst with Circle T Partners covering the technology sector. From 2000 to 2003, he was a Vice President and Portfolio Manager with Morgan Stanley Asset Management (Miller Anderson) in Conshohocken , PA. Previous employment included Tiger Management, LLC and Goldman Sachs.
Timothy J. Riddle, CFA
Managing Partner, Chief Executive Officer
610.407.4832
Mr. Riddle earned a Bachelor's degree in Business Administration as well as an MBA from Creighton University . He holds the Chartered Financial Analyst designation. He was employed as a Senior Vice President at Delaware Investment Advisers from 1986 to 1997, where he directed the institutional client service effort. From 1978 to 1986, he was employed with Father Flanagan 's Boys' Home, where he served as Director of Investments. Mr. Riddle is a member of the CFA Institute and the CFA Society of Philadelphia.
Bernard P. Schaffer
Managing Partner, Senior Portfolio Manager
610.407.4824
Mr. Schaffer earned a Bachelor's degree in Economics from Villanova University and an MBA from the University of Pennsylvania's Wharton School. He is the Portfolio Manager for the Chartwell Dividend and Income Fund. He was employed as a Senior Portfolio Manager at Delaware Investment Advisers from 1990 to 1997, managing approximately $1.0 Billion for institutional accounts in the equity income, value style. Prior to joining Delaware, he was a Senior Vice President at Prudential Securities.
Jason P. Small, CFA
Principal, Assistant Portfolio Manager
610.407.4820
Mr. Small earned a Bachelor's degree in Mechanical Engineering from Vanderbilt University and an MBA from the University of North Carolina , Kenan-Flagler Business School . He holds the Chartered Financial Analyst designation. Prior to joining Chartwell, he was a Project Engineer of Research and Development at Tyco International, Ltd. from 1998 to 2001. Prior to 1998, he worked at Honeywell, Inc. as a mechanical engineer. Mr. Small is a member of the CFA Institute and the CFA Society of Philadelphia.
Ben Sun, Ph.D.
Investment Analyst
610.407.4850
Mr. Sun earned a Bachelor ' s degree in Physics from the University of Science and Technology of China (USTC) and a Ph.D. in Biophysics from the University of Wisconsin-Madison. Mr. Sun also received a Masters Degree in Physics from the University of Pittsburgh and from The Chinese Academy of Sciences. Prior to joining Chartwell, he was a Senior Associate at Canaccord Adams (Adams Harkness) where he covered healthcare and industrial technology. From 2000 to 2003 he was a research fellow at Harvard Medical School . He is currently a Chartered Financial Analyst level two candidate.
Andrew S. Toburen, CFA
Principal, Senior Portfolio Manager
610.407.4849
Mr. Toburen earned a Bachelor's degree in Economics from Yale University and an MBA from Cornell University 's Johnson School of Management. He holds the Chartered Financial Analyst designation. From 1994 to 1997 he was part of a team managing over $3 billion in high yield corporate bond assets for Nomura Corporate Research and Asset Management, Inc. Mr. Toburen is a member of the CFA Institute and the CFA Society of Philadelphia.
Daken J. Vanderburg, CFA
Portfolio Manager, Director of Quantitative Research
610.407.4825
Mr. Vanderburg earned a Bachelor's degree in Finance and International Business from the University of New Mexico and has completed graduate coursework in statistics and mathematics at the University of Pennsylvania . He holds the Chartered Financial Analyst designation. From March 2001 to January 2008, he was a Partner and Portfolio Manager at Gamma Capital Advisors. From 1999 to 2001, he was a Partner and Senior Risk Manager at e-Knox/DTF. Mr. Vanderburg is a member of the CFA Institute, CFA Society of Philadelphia, Society of Quantitative Analysts, and the International Association of Financial Engineers.
Brian J. Ward, CFA
Vice President, Client Services and Marketing
610.407.4831
Mr. Ward earned a Bachelor's degree in Business Administration, as well as an MBA from the University of Delaware . He holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of Philadelphia. He also holds the CIMA designation. Previously, Mr. Ward was Executive Director and Director of Institutional Consulting at UBS Financial Services from 2006 to June of 2007. From 1995 to 2006, he was employed by Smith Barney Consulting Group as a Senior Vice President and Divisional Sales Director where he was responsible for sales and training support for over 3,000 financial advisors.
Christine F. Williams
Managing Partner, Senior Portfolio Manager
610.407.4840
Ms. Williams earned a Bachelor's degree in Economics from the University of Delaware and an MBA in Finance from St. Joseph 's University. Prior to joining Chartwell, Ms. Williams was an Assistant Vice President, Fixed Income at Meridian Investment Company from 1990 to 1997. She was part of the Fixed Income team managing close to $2 billion in assets. In addition to her tax exempt responsibilities, she managed the Pennsylvania Municipal Mutual Fund and the General Market Personal Trust Municipal Fund. She began her career with Merrill Lynch . Ms. Williams is a member of the CFA Institute and the CFA Society of Philadelphia.
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