Investment Team

Growth Equity (Small & Mid Cap)

Frank Sustersic, CFA®

Managing Partner, Senior Portfolio Manager

Theresa H.Tran, CFA®

Senior Portfolio Analyst

David Choi, CFA®

Senior Portfolio Analyst

Large Cap 

Peter M. Schofield, CFA®

Senior Portfolio Manager

Douglas W. Kugler, CFA®

Senior Portfolio Manager

Jeffrey D. Bilsky

Senior Analyst & Portfolio Manager

 

Mark D. Tindall, CFA® 

Portfolio Manager

 

Value Equity (Small, Mid Cap and SmiD)

David C. Dalrymple, CFA®

Managing Partner, Senior Portfolio Manager

Jared Marks, CFA®

Research Analyst

Reid T. Halloran

Research Analyst

Thomas W. Mattsson, CFA®

Research Analyst

T. Ryan Harkins, CFA®

Senior Portfolio Manager

Fixed Income

Allison E. Bohs

Quantitative Analyst/Trader

Thomas R. Coughlin, CFA®, CMT®

 Portfolio Manager, Senior 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



 

Jeffrey D. Bilsky

Portfolio Manager, Senior Analyst

Jeff is a Portfolio Manager and Senior Analyst on Chartwell’s equity investment team. Prior to joining Chartwell, Jeff 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

Dave is a Senior Portfolio Manager leading Chartwell’s value equity portfolio management team. From 1991 to 1997, Dave 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, he was an assistant portfolio manager of the mid cap value and small cap growth products at Lord Abbett & Co.

Education:

  • Bachelor of Science 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

David is a Senior Portfolio Analyst on Chartwell’s growth equity investment team. Prior to joining Chartwell in 1999, David 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

 

T. Ryan Harkins, CFA®

Senior Portfolio Manager

Ryan is a Senior Portfolio Manager on Chartwell’s value equity portfolio management team. Prior to joining Chartwell, Ryan 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 of Arts 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

 

Reid T. Halloran

Research Analyst

Reid is a Research Analyst on Chartwell’s value equity investment team. From 2006 to 2009, Reid 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

Jared Marks, CFA®

Research Analyst

Jared is a Research Analyst with Chartwell's value equity 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, University of Pennsylvania
  • CFA® charterholder and member of the CFA Society of Philadelphia

Thomas W. Mattsson, CFA®

Research Analyst

Thomas is a Research Analyst with Chartwell’s value equity team. Prior to joining Chartwell, Thomas was a Research Analyst for Cohen & Steers. Thomas also previously worked as an Analyst at Rockefeller & Co.

Education:

  • B.S. in Political Science from the University of Pennsylvania.
  • CFA® charterholder and member of the CFA Society of New York.

 

Douglas W. Kugler, CFA®

Senior Portfolio Manager

Doug 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

Allen A. Chapracki, CFA®,CPA®

Quantitative Analyst

Allen earned a Bachelor of Science degree in Finance from the Pennsylvania State University. He holds the Chartered Financial Analyst designation. Before joining Chartwell, Allen was Director of Analytics and Product Management at the Killen Group and also a Research Analyst at the Killen Group. Prior to that, he was a Business Valuation Manager at Deloitte Financial Advisory Services and he also worked as a Senior Auditor at Deloitte & Touche. Allen is a member of the CFA Institute and the CFA Society of Philadelphia. He also holds a Certified Public Accountant license in the state of Pennsylvania and is a member of the AICPA.

Education:

  • Bachelor of Science in Finance from the Pennsylvania State University
  • CFA® charterholder and is a member of the CFA® Institute and the CFA® Society of Philadelphia
  • Holds a Certified Public Accounts license in the state of Pennsylvania, and is a member of the AICPA

Peter M. Schofield, CFA®

Senior Portfolio Manager

Pete 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, Pete 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

 

Frank L. Sustersic, CFA®

Managing Partner, Senior Portfolio Manager

Frank is a Senior Portfolio Manager responsible for leading Chartwell’s growth equity strategies. From 2014 to 2016, Frank 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, he 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

Theresa H. Tran, CFA®

Senior Portfolio Analyst

Theresa 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, Theresa 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, she 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

 

Allison E. Bohs

Quantitative Analyst/Trader

Allison is a quantitative analyst responsible for maintaining and analyzing data for Chartwell’s fixed income investment team.

Education:

  • Bachelor of Science degree in Finance from Pennsylvania State University

Thomas R. Coughlin, CFA®, CMT®

Portfolio Manager, Senior Analyst

Tom is a Portfolio Manager and Senior Analyst on Chartwell’s fixed income investment team. Prior to joining Chartwell, Tom 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

Jim is a Portfolio Analyst on Chartwell’s fixed income team. From 2007 to 2010, Jim was a financial consultant for RBC Wealth Management. At Chartwell, Jim focuses on trading the front end of the credit curve for the Investment Grade Fixed Income portfolios. 

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

John is a Portfolio Manager and Senior Analyst on Chartwell’s fixed income investment team. From May of 2004 to 2007, John 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

Andy is a Senior Portfolio Manager on Chartwell’s fixed income investment team overseeing all of the high yield fixed income strategies. Andy has been with Chartwell since 1999. Prior to joining Chartwell, he 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

Christine is a Senior Portfolio Manager on Chartwell’s Fixed Income investment team overseeing all of the high grade fixed income strategies. Christine has been with Chartwell since its inception in 1997. Prior to joining Chartwell, she 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

 

Robert E. Killen

Senior Portfolio Manager

Robert is a Senior Portfolio Manager at Chartwell. His primary responsibilities include research and technical analysis, with an emphasis on fundamental equity research. Prior to joining Chartwell, Robert 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

 

Mark D. Tindall, CFA®

Portfolio Manager

Mark 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, Mark was a member of the equity team and served as a co-team leader on their Large Cap Equity portfolios at Columbia Partners. 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

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