Investment Team

Growth Equity (Small & Mid Cap)

Frank Sustersic, CFA®

Managing Partner, Senior Portfolio Manager

David Choi, CFA®

Senior Portfolio Analyst

Kevin P. Shea, CFA®

Portfolio Analyst

Theresa H.Tran, CFA®

Senior Portfolio Analyst

 

Large Cap 

Peter M. Schofield, CFA®

Senior Portfolio Manager

Douglas W. Kugler, CFA®

Senior Portfolio Manager

Jeffrey D. Bilsky

Senior Portfolio Analyst

Steve M. Elliker

Senior Portfolio Analyst

Mark D. Tindall, CFA® 

Portfolio Manager

Mark K. Iong, CFA® 

Senior Portfolio Analyst

Value Equity (Small, Mid Cap and SmiD)

David C. Dalrymple, CFA®

Managing Partner, Senior Portfolio Manager

Mark S. Goodman, CFA®

Senior Portfolio Analyst

Reid T. Halloran

Portfolio Analyst

T. Ryan Harkins, CFA®

Senior Portfolio Manager

Fixed Income

Allison E. Bohs

Quantitative Analyst/Trader

Thomas R. Coughlin, CFA®, CMT®

Analyst

James W. Fox

Portfolio Analyst/Trader

John M. Hopkins, CFA®

Portfolio Manager, Senior Analyst

Andrew S. Toburen, CFA®

Senior Portfolio Manager

Christine F. Williams

Managing Partner, Senior Portfolio Manager

Berwyn Strategies

George J. Cipolloni III, CFA®

Senior Portfolio Manager

Robert E. Killen

Senior Portfolio Manager

Peter Toscani, CFA®

Portfolio Analyst

 

Mark J. Saylor, CFA®

Senior Portfolio Manager

 

 

qUANTITATIVE aNALYTICS

Gretchen Regan, CFA®

Quantitative Analyst

   

 

Jeffrey D. Bilsky

Senior Portfolio Analyst

Mr. Bilsky is a Senior Portfolio Analyst on Charwell’s equity investment team. Prior to joining Chartwell, Mr. Bilsky was employed at Cruiser Capital, a long-short hedge fund, where he served as a Portfolio Analyst. From 2008 to 2011, he was a Vice President in Institutional Sales and Trading at Hudson Securities. Prior to Hudson Securities, he spent two years at Banc of America Securities as an Analyst in Institutional Sales and Trading

Education:

  • Bachelor’s degree in Diplomatic History from the University of Pennsylvania
  • MBA in Finance from the University of Pennsylvania’s Wharton School

David C. Dalrymple, CFA®

Managing Partner, Senior Portfolio Manager

Mr. Dalrymple is a Senior Portfolio Manager leading Chartwell’s value equity portfolio management team. 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.

Education:

  • Bachelor’s degree in Business Management from Clarkson University
  • MBA from Cornell University’s Johnson School.
  • CFA®; charterholder and member of the CFA® Institute and the CFA® Society of Philadelphia

David Choi, CFA®

Senior Portfolio Analyst

Mr. Choi is a Senior Portfolio Analyst on Chartwell’s growth equity investment team. 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.

Education:

  • Bachelor's degree in Economics from the University of Pennsylvania
  • CFA®; charterholder and is a member of the CFA® Institute and the CFA® Society of Philadelphia

Stephen M. Elliker

Senior Portfolio Analyst

Mr. Elliker is a Senior Portfolio Analyst on Chartwell’s equity investment team. Prior to joining Chartwell, Mr. Elliker was a Research Analyst at Emerald Advisers from 2003 to 2008.

Education:

  • Bachelor’s degree in Economics and Philosophy from Millersville University
  • MBA in Financial Management from Drexel University’s LeBow College of Business

Mark S. Goodman, CFA®

Senior Portfolio Analyst

Mr. Goodman is a Senior Portfolio Analyst on Chartwell’s value equity investment team. 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.

Education:

  • Bachelor of Science degree in Systems Engineering from the University of Virginia
  • CFA®; charterholder and member of the CFA® institute and the CFA® Society of Philadelphia

Reid T. Halloran

Portfolio Analyst

Mr. Halloran is a Portfolio Analyst on Chartwell’s value equity investment team. From 2006 to 2009, Mr. Halloran was an investment analyst for Aberdeen Asset Management in the North American Equities division.

Education:

  • Bachelor of Science degree in Business Management from Babson College
  • Chartered Financial Analyst – Level 1 candidate

T. Ryan Harkins, CFA®

Senior Portfolio Manager

Mr. Harkins is a Senior Portfolio Manager on Chartwell’s value equity portfolio management team. 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.

Education:

  • Bachelor’s degree in Economics from Duke University
  • MBA in Finance and Entrepreneurial Management from the University of Pennsylvania’s Wharton School
  • CFA®; charterholder and member of the CFA® Institute

Douglas W. Kugler, CFA®

Senior Portfolio Manager

Mr. Kugler is a Senior Portfolio Manager on Chartwell’s equity investment team. From 1993 to 2003, he held several positions at Morgan Stanley Investment Management (Miller Anderson & Sherrerd) including Head of Mutual Fund Administration and Vice President and 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.

Education:

  • Bachelor’s degree in Accounting from the University of Delaware. He holds the Chartered Financial Analyst designation
  • CFA®; charterholder and a member of the CFA® Institute and the CFA® Society of Philadelphia

Gretchen Regan, CFA®

Quantitative Analyst

Ms. Regan is a quantitative analyst responsible for analyzing and maintaining data. Prior to joining Chartwell, Ms. Regan was a Vice President of Quantitative Analytics at Delaware Investments. From 1998 to 2000, Ms. Regan was employed as a Project Coordinator at Delaware Investments.

Education:

  • Bachelor of Science degree in Management Sciences and Information Systems from the Pennsylvania State University
  • CFA®; charterholder and member of the CFA® Institute and the CFA® Society of Philadelphia

Peter M. Schofield, CFA®

Senior Portfolio Manager

Mr. Schofield is a Senior Portfolio Manager on Chartwell’s equity investment team. From 2005 to 2010, he was a Co-Chief Investment Officer at Knott Capital. From 1996 to 2005, he was a Portfolio Manager at Sovereign Asset Management. Prior to Sovereign Asset Management, he was a portfolio manager at Geewax, Terker & Company.

Education:

  • Bachelor’s degree in History from the University of Pennsylvania
  • CFA®; Charterholder and a member of the CFA® Institute and the CFA® Society of Philadelphia

Kevin P. Shea, CFA®

Portfolio Analyst

Mr. Shea is a Portfolio Analyst on Chartwell’s growth equity investment team. Prior to joining Chartwell, Mr. Shea was employed at Empire Capital where he served as a Senior Analyst, covering the technology sector. From 2007 to 2010, he was a Senior Analyst with MKM Partners. Prior to MKM Partners, he spent two years at BlackRock as a Junior Analyst.

Education:

  • Bachelor’s degree in Finance and Accounting from Pennsylvania State University
  • CFA®; charterholder and member of the CFA® Institute and the CFA® Society of Philadelphia

Theresa H. Tran, CFA®

Senior Portfolio Analyst

Ms. Tran is a Senior Portfolio Analyst on Chartwell’s growth equity investment team. She joined Chartwell from Merck & Co, where she served as an Associate Director of US Strategy and Planning. Prior to joining Merck, Ms. Tran was a Healthcare Investment Analyst with American Century Investments, responsible for the firm’s All-Cap and Mid-Cap Growth Portfolios, from 2015 to 2016. Prior to American Century, Ms. Tran was a Global Equity Analyst from 2007 to 2014 at Turner Investments covering the healthcare sector in both the international and domestic markets. She began her career at Towers Watson where she spent three years as a Health and Welfare Associate.

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 L. Sustersic, CFA®

Managing Partner, Senior Portfolio Manager

Mr. Sustersic is a Senior Portfolio Manager responsible for leading Chartwell’s growth equity strategies. From 2014 to 2016, Mr. Sustersic worked as a Portfolio Manager at Lazard Asset Management. Prior to that, he worked as a Portfolio Manager at Turner Investments from 1994 to 2014. In addition, Mr. Sustersic worked as a Portfolio Manager at First Fidelity Bank Corporation from 1989 to 1994.

Education:

  • Bachelor of Science degree in Economics from The University of Pennsylvania
  • CFA® charterholder and member of the CFA® Institute and the CFA® Society of Philadelphia

Allison E. Bohs

Quantitative Analyst/Trader

Ms. Bohs is a quantitative analyst responsible for maintaining and analyzing data for Chartwell’s fixed income investment team. Ms. Bohs is also a Chartered Financial Analyst – Level 2 candidate.

Education:

  • Bachelor of Science degree in Finance from Pennsylvania State University
  • Chartered Financial Analyst – Level 2 candidate

Thomas R. Coughlin, CFA®, CMT®

Analyst

Mr. Coughlin is an Analyst on Chartwell’s fixed income investment team. 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. Education:

Education:

  • Bachelor of Arts degree in Economics and History from Swarthmore College.
  • CFA®;charterholder and a member of the CFA® Institute and the CFA® Society of Philadelphia.
  • Chartered Market Technician designation

James W. Fox

Portfolio Analyst/Trader

Mr. Fox is a Junior Analyst on Chartwell’s fixed income team. From 2007 to 2010, Mr. Fox was a financial consultant for RBC Wealth Management. 

Education:

  • Bachelor’s degree in Business Administration and Finance from Loyola College of Maryland
  • MBA in Business Administration and Finance from Saint Joseph’s University.

John M. Hopkins, CFA®

Portfolio Manager, Senior Analyst

Mr. Hopkins is a Portfolio Manager/Senior Analyst on Chartwell’s fixed income investment team. From May of 2004 to 2007, 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 Senior High Yield Analyst.

Education:

  • Bachelor’s degree in both Finance and Economics with a Minor in Spanish, from the Pennsylvania State University
  • CFA®; charterholder and a member of the CFA® Institute and the CFA® Society of Philadelphia

Andrew S. Toburen, CFA®

Senior Portfolio Manager

Mr. Toburen is a Senior Portfolio Manager on Chartwell’s fixed income investment team overseeing all of the high yield fixed income strategies. Mr. Toburen has been with Chartwell since 1999. Prior to joining Chartwell, Mr. Toburen was part of a team managing over $3 billion in high yield corporate bond assets for Nomura Corporate Research and Asset Management, Inc.

Education:

  • Bachelor's degree in Economics from Yale University
  • MBA in Finance from Cornell University's Johnson School of Management
  • CFA®; charterholder and is a member of the CFA® Institute and the CFA® Society of Philadelphia

Christine F. Williams

Managing Partner, Senior Portfolio Manager

Ms. Williams is a Senior Portfolio Manager on Chartwell’s Fixed Income investment team overseeing all of the high grade fixed income strategies. Ms. Williams has been with Chartwell since its inception in 1997. Prior to joining Chartwell, Ms. Williams was an Assistant Vice President in 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.

Education:

  • Bachelor’s degree in Economics from the University of Delaware
  • Master’s Degree in Finance from St. Joseph’s University
  • Member of the CFA® Institute and the CFA® Society of Philadelphia

George J. Cipolloni III, CFA®

Senior Portfolio Manager

Mr. Cipolloni is a Senior Portfolio Manager and Co-Lead Manager of the Berwyn Income Fund and the Nedgroup Global Cautious Fund. Mr. Cipolloni’s primary responsibilities include equity and fixed income research, fixed income trading and portfolio analysis. Mr. Cipolloni joined the Chartwell in 2016. Prior to joining Chartwell, Mr. Cipolloni was Vice President and Director of The Killen Group as well as Co-Lead manager of the Berwyn Income Fund and Berwyn Cornerstone Funds since 2006.

Education:

  • BS in Business Administration, cum laude, from Drexel University
  • CFA®; charterholder and member of the CFA® Institute and CFA® Society of Philadelphia

 

Mark J. Saylor, CFA®

Senior Portfolio Manager

Mr. Saylor is a Senior Portfolio Manager and Co-Lead Manager of the Berwyn Income Fund and the Nedgroup Global Cautious Fund. Mr. Saylor’s primary responsibilities include equity and fixed income research, fixed income trading and portfolio analysis. Mr. Saylor joined the Advisor in 2016. Prior to joining Chartwell, Mr. Saylor was a shareholder of The Killen Group as well as Co-Lead Manager of the Berwyn Income Fund since 2014.

Education:

  • BA in Economics and Finance, cum laude, from Eastern University
  • CFA®; charterholder and member of the CFA® Institute and CFA® Society of Philadelphia

Robert E. Killen

Senior Portfolio Manager

Mr. Killen is a Senior Portfolio Manager of the Berwyn Cornerstone Fund. Mr. Killen’s primary responsibilities include research and technical analysis, with an emphasis on fundamental equity research. Prior to joining Chartwell, Mr. Killen was founder, Chairman and Chief Executive Officer of The Killen Group since 1982 and has over 40 years of investment management experience.

Education:

  • BS in Chemical Engineering from City College of New York
  • MS in Nuclear Science from Rensselaer Polytechnic Institute

 

Peter Toscani, CFA®

Portfolio Analyst

Peter Toscani is a Portfolio Analyst with Chartwell. He joined the firm in 2016 and has over 5 years of industry experience. Peter provides equity research support across all The Berwyn Funds and separate accounts.

Education:

  • BS in Computer Science from the United States Naval Academy
  • CFA®; charterholder and member of the CFA® Institute, and CFA® Society of Philadelphia.

Mark D. Tindall, CFA®

Portfolio Manager

Mr. Tindall is a Portfolio Manager responsible for the management of the Large Cap Growth strategy at Chartwell Investment Partners. Prior to joining Chartwell in April 2018, Mr. Tindall was a member of the equity team and served as a co-team leader on their Large Cap Equity portfolios. Prior to joining Columbia Partners in 2003, Mark spent four years analyzing equity securities at Invesco. He also previously held research positions in the economics departments at Morgan Stanley and the Federal Reserve Bank of New York.

Education:

  • BA from Swarthmore College where he majored in economics
  • MBA from the Amos Tuck School at Dartmouth College
  • CFA®; charterholder and member of the CFA® Institute

 

Mark K. Iong, CFA®

Senior Portfolio Analyst

Mr. Iong is a Senior Portfolio Analyst on Chartwell’s Large Cap Growth investment team. Prior to joining Chartwell in April 2018, Mr. Iong was an Equity Analyst and Portfolio Manager responsible for the management of the Large Cap Growth Equity strategy at Columbia Partners Investment Management. From September 2012 to 2014, Mr. Iong was a Senior Research Associate at Sands Capital Management covering the technology sector. He also worked as a Senior Research Associate covering industrial and energy companies at Manning & Napier Advisors from 2009 to August 2012.

Education:

  • BS, Operations Research and Information Engineering from Cornell University
  • CFA®; charterholder and member of the CFA® Institute

 

 

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