Decision Makers
| Name (plus bio) |
Position |
| Timothy J Riddle |
Managing Partner, Chief Executive Officer |
| Michael J McCloskey |
President |
| Edward N Antoian |
Managing Partner, Chief Investment Officer |
| G Gregory Hagar |
Managing Partner, Chief Financial Officer |
| Brian J Ward |
Vice President, Client Services and Marketing |
| Joseph A Barilotti |
Principal, Vice President, Client Services and Marketing |
| Roddy P. Marino |
Partner, Vice President, Director |
| Todd C Monastero |
Vice President, Sales and Marketing |
| William J Dougherty |
Vice President, Client Services and Marketing |
| John E Andress |
Partner, Client Services and Marketing |
| Michael J Nalevanko |
Partner, Head Trader |
| Daken J Vanderburg |
Portfolio Manager, Director of Quantitative Research |
| John J Griffin |
Partner, Director of Private Asset Management |
| Maria E Pollack |
Partner, Director of Client Administration |
| Andrew S Toburen |
Principal, Portfolio Manager |
| Bernard P Schaffer |
Managing Partner, Senior Portfolio Manager |
| Bob Zenouzi |
Partner, Senior Portfolio Manager |
| David C Dalrymple |
Managing Partner, Senior Portfolio Manager |
| David E Reidinger |
Portfolio Manager, Senior Analyst |
| Douglas W Kugler |
Portfolio Manager |
| George H Burwell |
Partner, Senior Portfolio Manager |
| Jason P Small |
Principal, Assistant Portfolio Manager |
| John A Heffern |
Managing Partner, Senior Portfolio Manager |
| Kevin A Melich |
Managing Partner, Senior Portfolio Manager |
| Kristen Williams |
Partner, Portfolio Manager |
| Mark J Cunneen |
Partner, Senior Portfolio Manager |
| Matthew S Levitties |
Senior Portfolio Manager |
| Michael D Jones |
Managing Partner, Portfolio Manager |
| Paul A Matlack |
Senior Portfolio Manager |
| Richard M Behler |
Managing Partner, Senior Portfolio Manager |
| T Ryan Harkins |
Senior Analyst, Portfolio Manager |
| Alan S Borthwick |
|
| Andrea Giles |
|
| Ben Sun |
Investment Analyst |
| Christine H Song |
|
| Craig C Dembek |
|
| David Choi |
Principal, Portfolio Analyst |
| David Gallagher |
|
| Duane P Dudas |
Portfolio Analyst |
| E Todd Rittenhouse |
|
| James J Hargadon |
Portfolio Analyst |
| John Hopkins |
Senior Portfolio Analyst |
| John P McCarthy |
|
| Jonathan C Caffey |
Principal, Finance & Administration |
| Kevin R Baker |
|
| Lisa A Ingersoll |
|
| Mark S Goodman |
Portfolio Analyst |
| Paul Elia |
Portfolio Analyst |
| Roger A Early |
|
| Ryan M Nelson |
Portfolio Analyst |
| Stephen M Elliker |
Senior Analyst |
| Thomas R Coughlin |
Portfolio Analyst |
| Organization |
Position |
Status |
| Chartwell Investment Partners |
Managing Partner, Chief Executive Officer |
Current |
| Financial Analysts, Inc. |
Board of Directors |
Current |
| Creighton University |
MBA |
Former |
| Creighton University |
Bachelor's Degree In Business Administration |
Former |
| Organization |
Position |
Status |
| Chartwell Investment Partners |
President |
Current |
| Chartwell Investment Partners |
Managing Partner, Director, Client Services & Marketing |
Current |
| Rte Asset Management |
Director of Institutional Marketing |
Former |
| The Pennsylvania State University |
Bachelor of Science In Labor Studies |
Former |
| Organization |
Position |
Status |
| Chartwell Investment Partners |
Managing Partner, Chief Investment Officer |
Current |
| CFA Institute |
Board of Directors |
Current |
| Chartwell Investment Partners |
Managing Partner, Senior Portfolio Manager |
Former |
| Wharton Graduate School of the University of Pennsylvania |
MBA |
Former |
| The State University of New York |
Bachelor of Science Degree |
Former |
| Organization |
Position |
Status |
| Chartwell Investment Partners |
Vice President, Client Services and Marketing |
Current |
| CFA Institute |
Board of Directors |
Current |
| CFA Institute |
Member |
Current |
| UBS Financial Services |
Executive Director |
Former |
| UBS Financial Services |
Director of Institutional Consulting |
Former |
| University of Delaware |
MBA |
Former |
| University of Delaware |
Bachelor's Degree In Business Administration |
Former |
| Organization |
Position |
Status |
| Chartwell Investment Partners |
Vice President, Sales and Marketing |
Current |
| Villanova University |
Bachelor's Degree In Business Administration |
Former |
| Organization |
Position |
Status |
| Chartwell Investment Partners |
Vice President, Client Services and Marketing |
Current |
| CFA Institute |
Board of Directors |
Current |
| CFA Institute |
Member |
Current |
| Schwab Institutional |
Account Manager |
Former |
| University of Scranton |
Bachelor of Arts Degree |
Former |
Mr. Andress earned a Bachelor of Science degree from the Pennsylvania State University. Prior to joining Chartwell, he was a Vice President of Marketing and Client Service at Delaware Investment Advisers from 1995 to 2000. From 1985 to 1995, he was employed by the Luxottica Group as a Manager of Marketing and Client Service.
| Organization |
Position |
Status |
| Client Services Inc. |
Partner |
Former |
| The Pennsylvania State University |
Bachelor of Science Degree |
Former |
| Organization |
Position |
Status |
| Chartwell Investment Partners |
Partner, Head Trader |
Current |
| Pershing LLC |
Securities Analyst |
Former |
| New York University |
MBA |
Former |
| Princeton University |
Bachelor's Degree In Religion |
Former |
| Organization |
Position |
Status |
| Chartwell Investment Partners |
Portfolio Manager, Director of Quantitative Research |
Current |
| New York Chapter |
Board of Directors |
Current |
| Society of Quantitative Analysts |
Board of Directors |
Current |
| CFA Institute |
Board of Directors |
Current |
| CFA Institute |
Member |
Current |
| Society of Quantitative Analysts |
Member |
Current |
| Gamma Capital Advisors, Ltd |
Partner |
Former |
| Gamma Capital Advisors, Ltd |
Portfolio Manager |
Former |
| Organization |
Position |
Status |
| Chartwell Investment Partners |
Partner, Director of Private Asset Management |
Current |
| Siena College |
Head Basketball Coach |
Former |
| St. Joseph's University |
Head Basketball Coach |
Former |
| PaineWebber, Inc. |
|
Former |
| Drexel University |
MBA |
Former |
| St. Joseph's University |
Bachelor of Science Degree |
Former |
| Organization |
Position |
Status |
| Wharton Graduate School of the University of Pennsylvania |
MBA |
Former |
| Villanova University |
Bachelor's Degree In Economics |
Former |
| Organization |
Position |
Status |
| Chartwell Investment Partners |
Partner, Senior Portfolio Manager |
Current |
| HiTech Equipment |
statistical analyst |
Former |
| Boston College |
Master of Science in Finance |
Former |
| Babson College |
Bachelor of Science degree in Finance |
Former |
| Organization |
Position |
Status |
| Chartwell Investment Partners |
Managing Partner, Senior Portfolio Manager |
Current |
| Lord Abbett & Co. |
Assistant Portfolio Manager |
Former |
| Clarkson University |
Bachelor's Degree In Business Management |
Former |
| Cornell University |
MBA |
Former |
| Clarkson University |
Bachelor's Degree In Business Management |
Former |
| Organization |
Position |
Status |
| Morgan Stanley |
Vice President |
Former |
| Morgan Stanley |
Head of Mutual Fund Administration |
Former |
| University of Delaware |
Bachelor's Degree In Accounting |
Former |
Mr. Heffern earned a Bachelor's degree in Economics and an MBA in Finance from the University of North Carolina at Chapel Hill. From 1997 to 2005, he was a Senior Vice President and Senior Portfolio Manager with the Growth Investing Group at Delaware Investment Advisers. From 1994 to 1997, he was a Senior Vice President, Equity Research at NatWest Markets, responsible for specialty financial services equity research. Prior to NatWest, he was a Principal and Senior Regional Bank Analyst at Alex Brown & Sons.
| Organization |
Position |
Status |
| Chartwell Investment Partners |
Managing Partner, Senior Portfolio Manager |
Current |
| NatWest Markets |
Senior Vice President, Equity Research |
Former |
| Alex. Brown & Sons Incorporated |
Principal |
Former |
| NatWest |
|
Former |
| The University of North Carolina at Chapel Hill |
MBA In Finance |
Former |
| The University of North Carolina at Chapel Hill |
Bachelor's Degree In Economics |
Former |
| Organization |
Position |
Status |
| Chartwell Investment Partners |
Managing Partner, Senior Portfolio Manager |
Current |
| St. John Fisher College |
Bachelor of Science Degree In Economics |
Former |
| Organization |
Position |
Status |
| Chartwell Investment Partners |
Partner, Portfolio Manager |
Current |
| AstraZeneca Pharmaceuticals LP |
Senior Manager |
Current |
| Financial Analysts, Inc. |
Board of Directors |
Current |
| Rodel, Inc. |
Board of Directors |
Current |
| Simpson United Methodist Church |
Board of Directors |
Current |
| Girls Incorporated |
Director |
Current |
| National Coalition |
President |
Former |
| Merrill Lynch & Co., Inc. |
|
Former |
| St. Joseph's University |
Master's Degree In Finance |
Former |
| University of Delaware |
Master's In Public Administration |
Former |
| University of Delaware |
Bachelor's Degree In Economics |
Former |
Mr. Cunneen earned a Bachelor of Business Administration degree in Accounting from The University of Notre Dame and a MBA from the University of Pennsylvania's Wharton School. Prior to joining Chartwell, Mr. Cunneen was a Managing Partner and Portfolio Manager at Churchfield Capital where he founded and managed long/short equity hedge funds. From 2000 to 2002, he was employed by J. & W. Seligman as a Portfolio Manager and was head of the Small Cap Growth product. From 1999 to 2000, he was a Portfolio Manager and headed the Small Cap Growth product at Alliance Capital Management. From 1992 to 1998, he was a Partner and Portfolio Manager and also headed the Small Cap Growth product at Chancellor Capital Management.
| Organization |
Position |
Status |
| Wharton Graduate School of the University of Pennsylvania |
MBA |
Former |
Mr. Levitties earned a Bachelor's degree in Economics and a Masters Degree in International Economics and American Foreign Policy from The Johns Hopkins University and an MBA from the University of Pennsylvania's Wharton School. From 2001 to 2003, he was a Vice President and Portfolio Manager at Morgan Stanley Investment Management (Miller Anderson & Sherrerd), where his group was responsible for over $12.0 billion in value equity assets. Prior to joining Morgan Stanley, he was an Assistant Vice President and Analyst at Wellington Management Company, LLP. Previous employment included Safeguard Scientifics and The Services Group.
| Organization |
Position |
Status |
| Chartwell Investment Partners |
Senior Portfolio Manager |
Current |
| Wellington Management Company, LLP |
Assistant Vice President |
Former |
| Morgan Stanley |
Portfolio Manager |
Former |
| Wellington Management Company, LLP |
Analyst |
Former |
| The Johns Hopkins University |
Masters Degree In International Economics and American Foreign Policy |
Former |
| Wharton Graduate School of the University of Pennsylvania |
MBA |
Former |
| The Johns Hopkins University |
Bachelor's Degree In Economics |
Former |
| Organization |
Position |
Status |
| Chartwell Investment Partners |
Managing Partner, Portfolio Manager |
Current |
| The Bank of New York Mellon Corporation |
equity Portfolio Manager |
Former |
| Baxter & Associates, LLC |
Portfolio Manager |
Former |
| University of Michigan |
MBA |
Former |
| Miami University |
Bachelor's Degree In Business |
Former |
Mr. Matlack earned a Bachelor's degree in International Relations from the University of Pennsylvania and a MBA in Finance from George Washington University. He holds the Chartered Financial Analyst designation. Prior to joining Chartwell, Mr. Matlack was a Senior Portfolio Manager for Turner Investment Partners. Previous employment included Delaware Investment Advisers. He is a member of the Financial Analysts of Philadelphia and The Association for Investment Management & Research.
| Organization |
Position |
Status |
| Chartwell Investment Partners |
Managing Partner, Senior Portfolio Manager |
Current |
| Morgan Stanley |
Managing Director |
Former |
| Moore & Company Capital Management |
Portfolio Manager |
Former |
| Morgan Stanley |
Portfolio Manager |
Former |
| University of Notre Dame |
Masters Degree and Ph |
Former |
| Villanova University |
Bachelor's Degree In Economics |
Former |
Mr. Choi earned a Bachelor's degree in Economics from the University of Pennsylvania. He holds the Chartered Financial Analyst designation. 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.
Mr. Dudas earned a Bachelor's degree in Communications from Muhlenberg College. From 2000 to 2002, Mr. Dudas worked as a Senior Portfolio Accountant with Chartwell in the Operations Department. From 1998 to 2000, he was a Corporate Actions Business Specialist with J.P. Morgan. From 1997 to 1998 he worked as a Representative in the Retirement Resource Center at The Vanguard Group. He is a Chartered Financial Analyst level one candidate, adjunct member of the Financial Analysts of Philadelphia.
| Organization |
Position |
Status |
| Chartwell Investment Partners |
Portfolio Analyst |
Current |
| The Vanguard Group, Inc. |
Representative |
Former |
| Financial Analysts of Philadelphia |
member |
Former |
| Muhlenberg College |
Bachelor's Degree In Communications |
Former |
Mr. Hargadon earned a Bachelor's degree in Finance and Economics from Lehigh University. Pior to joining Chartwell, Mr. Haradon was a Portfolio Administrator at Nuveen Asset Management. From 2001 to 2005, Mr. Hagadon was employed as a Stock Record Supervisor at Fiserv Securities.
Mr. Hopkins earned Bachelor's degrees in both Finance and Economics, and a Minor in Spanish, from the Pennsylvania State University. He holds the Chartered Financial Analyst designation. From May of 2004 to present, 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 High Yield Senior Analyst. Mr. Hopkins is a member of the CFA Institute and the CFA Society of Philadelphia.
| Organization |
Position |
Status |
| Chartwell Investment Partners |
Senior Portfolio Analyst |
Current |
| CFA Institute |
Board of Directors |
Current |
| CFA Institute |
Member |
Current |
| Sunrock Capital, Inc. |
|
Former |
| Chase Securities, Inc. |
|
Former |
| The Pennsylvania State University |
Bachelor's Degrees |
Former |
| Organization |
Position |
Status |
| SEI Investments Company |
Mutual Fund Analyst |
Former |
| Temple University |
Bachelor of Business Administration Degree In Finance and Real Estate |
Former |
| Organization |
Position |
Status |
| Chartwell Investment Partners |
Portfolio Analyst |
Current |
| CFA Institute |
Board of Directors |
Current |
| CFA Institute |
Member |
Current |
| Endowment Capital Group |
Equity Research Analyst |
Former |
| University of Virginia |
Bachelor of Science Degree In Systems Engineering |
Former |
Mr. Elia earned a Bachelors degree with honors in Business Administration from Carnegie Mellon University From 2003 to 2006, Mr. Elia was employed at Federated Investors as a Research Assistant in their Global Equity Research division. He is currently a Chartered Financial Analyst level three candidate.
| Organization |
Position |
Status |
| Chartwell Investment Partners |
Portfolio Analyst |
Current |
| CFA Institute |
Board of Directors |
Current |
| CFA Institute |
Member |
Current |
| Federated Investors, Inc. |
Research Assistant |
Former |
| Carnegie Mellon University |
Bachelors Degree With Honors In Business Administration |
Former |
Mr. Nelson earned a Bachelor's degree in Economics from Northwestern University and an MBA in Finance from the University of Pennsylvania's Wharton School. Prior to joining Chartwell, he was employed at Liberty Ridge Capital as a Research Analyst with their Large Cap Growth and Small Cap Growth Investment products. He is currently a Chartered Financial Analyst level two candidate.
Mr. Coughlin earned a Bachelor of Arts degree in Economics and History from Swarthmore College. 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. He is currently a Chartered Financial Analyst level two candidate.
| Organization |
Position |
Status |
| Janney Montgomery Scott LLC |
|
Former |
| Swarthmore College |
Bachelor of Arts Degree In Economics and History |
Former |
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