BNET Industries

Last Fiscal Year Sales:$37.5M
  • Private
  • US
Dow Jones Description

Chartwell Investment Partners is an employee-owned firm, founded in 1997, that is dedicated solely to the investment advisory business. The firm is a quality-based equity and fixed income manager with a disciplined, team-oriented investment process. Chartwell maintains a firm-wide commitment to fundamental research.

Managing Partner, Chief Executive Officer
Timothy J Riddle
Number of Employees 74
Contact Information

1235 Westlakes Dr Ste 400

Berwyn, Pennsylvania 19312

www.chartwellip...

1 610 296 1400

NAICS Code Investment Advice: 523930

News & Analysis

chartwell investment partners - All News and Analysis

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
Northwest Administrators Inc. Former
Financial Services Corp. Supervisor Former
Bucknell University Bachelor of Science 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
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 Principal, Vice President, Client Services and Marketing Current
Chartwell Investment Partners Principal, Client Services and Marketing Former
Client Services Inc. Former
Cabrini College Bachelor's Degree In Business Administration Former

Organization Position Status
Chartwell Investment Partners Partner, Vice President, Director Current
Turner Investment Partners Sales Manager Former
Lehman Brothers Holdings Inc. Assistant Trader Former
University of Virginia Bachelor's Degree In Economics 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
Temple University Former
Chartwell Investment Partners Human Resources Executive Current

Organization Position Status
Chartwell Investment Partners Principal, Portfolio Manager Current
Financial Analysts, Inc. Board of Directors Current
Cornell University MBA Former
Yale University Bachelor's Degree In Economics 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
Chartwell Investment Partners Portfolio Manager, Senior Analyst Current
Columbia University MBA In Finance Former
Fordham University Bachelor's Degree In Economics and Mathematics 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

Organization Position Status
Merrill Lynch & Co., Inc. Senior Portfolio Manager Former
University of Virginia Bachelor's Degree In Government Former

Organization Position Status
Chartwell Investment Partners Principal, Assistant Portfolio Manager Current
Tyco International Ltd. Project Director of Research and Development Former
Honeywell Corporation Mechanical Engineer Former
Honeywell International Inc. mechanical engineer Former
The University of North Carolina MBA Former
Vanderbilt University Bachelor's Degree In Mechanical Engineering 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 Senior Portfolio Manager Current
Financial Analysts, Inc. Board of Directors Current
Turner Investment Partners Senior Portfolio Manager Former
The George Washington University MBA In Finance Former

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

Organization Position Status
Morgan Keegan & Company Investment Banker Former
Credit Suisse Asset Management Portfolio Manager Former
Credit Suisse Asset Management Research Analyst Former
Duke University Bachelor's Degree In Economics Former

Organization Position Status
Chartwell Investment Partners Current
Morgan Stanley Associate Research Analyst Former
University of Delaware Bachelor's degree in Economics Former

Organization Position Status
Chartwell Investment Partners Current
Delaware Investments Vice President Former
Citigroup Inc. Account Officer Former
Columbia University MBA in Finance Former

Organization Position Status
Chartwell Investment Partners Investment Analyst Current
Canaccord Adams Inc. Senior Associate Former
University of Pittsburgh Masters Degree In Physics Former

Organization Position Status
Chartwell Investment Partners Current
Reuters Group plc Project Manager Former
Parnassus Investments equity analyst Former
Financial Analysts of Philadelphia member Former
Cornell University MBA in Business Administration Former

Organization Position Status
Chartwell Investment Partners Current
Turner Investment Partners Fixed Income Portfolio Manager Former
Turner Investment Partners Senior Research Analyst Former
Delaware Investments Former
University of Vermont MBA in Finance Former
Michigan State University Bachelor's degree in Finance 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.

Organization Position Status
Daewoo Securities Co., Ltd. research analyst Former

Organization Position Status
Chartwell Investment Partners Current

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

Organization Position Status
Chartwell Investment Partners Current
Client Services Inc. Partner Former
Delaware Investments Former
La Salle University Bachelor's degree in Finance 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.

Organization Position Status
Chartwell Investment Partners Portfolio Analyst Current

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
Chartwell Investment Partners Current
Turner Investment Partners Fixed Income Portfolio Manager Former
Turner Investment Partners Senior Research Analyst Former
Delaware Investments Former
Babson College Bachelor's degree in Business Administration 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 Current
Jefferies Group, Inc. Former
Babson College MBA Former
Tufts University Bachelor of Arts degree in Psychology Former

Organization Position Status
Chartwell Investment Partners Current

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

Organization Position Status
Chartwell Investment Partners Current
Turner Investment Partners Chief Investment Officer Former
Delaware Investments Former
University of Pittsburgh MBA in Finance Former
Wharton Graduate School of the University of Pennsylvania Bachelor's degree in Economics 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.

Organization Position Status
Chartwell Investment Partners Portfolio Analyst Current
CFA Institute Board of Directors Current
CFA Institute Member Current
Liberty Ridge Capital, Inc Former
Northwestern University Bachelor's Degree In Economics Former

Organization Position Status
Chartwell Investment Partners Senior Analyst Current

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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