Theresa is a portfolio manager/senior analyst on Chartwell’s small- and mid-cap growth equity investment team. Theresa was previously with Chartwell from 2016 to 2020 and rejoined the firm in 2022. Prior to re-joining Chartwell, Theresa worked as a vice president/equity research analyst at Voya Investment Management. Previously, Theresa worked as an associate director of US Strategy and Planning at Merck; a healthcare investment analyst with American Century Investments, and as a global equity analyst at Turner Investments. She began her career as a health and welfare associate at Towers Watson.
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