Talent and experience

At Chartwell, our tenured portfolio management teams have low turnover and extensive industry experience. For us, it’s all about relationships and exceptional people working together for our clients.

Joesph Barilotti
Joseph Barilotti
Vice President, Institutional Sales Raymond James Investment Management
Jeffery Bilsky
Jeffrey Bilsky
Senior Portfolio Manager
Jack Brodsky
Jack Brodsky, CFA, CAIA
Vice President, Institutional Sales Raymond James Investment Management
Thomas Buckley
Thomas Buckley
Research Analyst/Trader
Allen Chapracki
Allen Chapracki, CFA
Director of Risk and Analysis
Shawn Connor
Shawn Connor
Head Trader
Tom Coughlin
Thomas Coughlin, CFA, CMT
Portfolio Manager Senior Analyst
Tom DiBari
Thomas DiBari, CIMA, ChSNC
Vice President, Portfolio Specialist Raymond James Investment Management
Nick Elias
Nicholas Elias, CFA
Vice President, Institutional Sales Raymond James Investment Management
Benjamin Flox
Benjamin Flox, CFA
Research Analyst
Jim Fox
James Fox
Assistant Portfolio Manager/Analyst
Reid Halloran
Reid Halloran
Portfolio Manager
Ryan Harkins
T. Ryan Harkins, CFA
Co-CIO and Senior Portfolio Manager
Melissa Haupt
Melissa Haupt
Director of Client Administration
John Hopkins
John Hopkins
Portfolio Manager Senior Analyst
Douglas Kugler
Douglas Kugler, CFA
Senior Portfolio Manager
Jared Marks
Jared Marks, CFA
Research Analyst
Thomas Mattsson
Thomas Mattsson, CFA
Research Analyst
Kiernan McCloskey
Kiernan McCloskey
Research Analyst/Trader
Mike McCloskey
Michael McCloskey
Senior Vice President, Institutional Sales Raymond James Investment Management
Timothy Riddle
Timothy Riddle, CFA
Advisor
John Sepanski
John Sepanski
Equity Analyst
Cynthia D. Smith
Cynthia Smith
Director of Operations
Frank Sustersic
Frank Sustersic, CFA
Senior Portfolio Manager
Jason Teti
Jason Teti
Trader
Mark Tindall
Mark Tindall, CFA
Portfolio Manager
Andy Toburen
Andrew Toburen, CFA
Senior Portfolio Manager
Theresa H. Tran
Theresa Tran, CFA
Portfolio Manager/Senior Analyst
Christine Williams
Christine Williams
Co-CIO and Senior Portfolio Manager

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