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Chartwell Investment PartnersChartwell Investment Partners
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  • Chartwell Investment Partners
    1205 Westlakes Drive Suite 100 Berwyn, PA 19312 T: 610.296.1400

Sales & Client Service

Matthew Waz
Matthew Waz
Head of Institutional Sales & Consultant Relations
Mike McCloskey
Michael McCloskey
Senior Vice President of Institutional Sales
Joesph Barilotti
Joseph Barilotti
Senior Vice President of Institutional Sales
Jack Brodsky
Jack Brodsky, CFA, CAIA
Senior Vice President of Institutional Sales
Tom DiBari
Thomas DiBari, CIMA
Senior Vice President of Institutional Sales
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Kevin Cooper, CFA
Client Portfolio Manager
Melissa Haupt
Melissa Haupt
Director of Client Administration

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Chartwell Investment PartnersChartwell Investment Partners
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  • 1205 Westlakes Drive Suite 100 Berwyn, PA 19312
  • T: 610.296.1400

A boutique of Raymond James Investment Management

IMPORTANT INFORMATION: The information provided on this website is for informational purposes only, is of a general nature, and should not be construed as investment advice or to provide any investment, tax, financial, or legal advice or service to any person. Decisions based on the information contained on the website are the sole responsibility of the visitor, and the visitor agrees to hold Chartwell harmless against any claims arising from those decisions. The views expressed represent the opinions of Chartwell and are not intended as a forecast, a guarantee of future results, investment recommendation, or an offer to buy or sell any securities. All investing is subject to risk, including the possible loss of money you invest. Past performance is no guarantee of future results.

©2026 Chartwell Investment Partners. All Rights Reserved Raymond James Investment Management.

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