Chartwell

Finance · Pennsylvania, United States · 11-50 Employees

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Overview

Headquarters

1205 Westlakes Dr Ste 100, Berwyn, Penns...

Phone Number

(610) 296-1400

Revenue

$5.4 Million

Industry

Finance Securities Trading

About Chartwell

Chartwell Investment Partners is a boutique investment management firm based in Berwyn, Pennsylvania, founded in 1984 with over 25 years of experience. The company specializes in actively managed U.S. equity and fixed-income strategies, offering investment solutions through Separate Accounts, Collective Investment Trusts, and Mutual Funds. Chartwell employs a fundamental research approach to deliver consistent, risk-adjusted returns for clients. The firm operates with a disciplined investment philosophy and is a wholly-owned subsidiary of Raymond James Investment Management. With multiple office locations, Chartwell provides comprehensive investment services focused on long-term client success in the financial sector.Explore more
Chartwell's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Chartwell Org Chart

PhoneEmail
JT
United States flag for contact location.

SMA Trading Head

PhoneEmail
MH
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Director, Client Administration

PhoneEmail
CS
United States flag for contact location.

Director, Operations

PhoneEmail
JA
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Director, Taft-Hartley Services

PhoneEmail
MM
United States flag for contact location.

Director, Managing Partner, Managing Partner ...

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JH
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Portfolio Manager & Senior Analyst

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Compare Similar Companies to Chartwell

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Chartwell

$5.4M
11-50
Private
-
1997
JT
Jason TetiSMA Trading Head
$63.9M
51-200
Private
<$5M
1994
$26.4M
51-200
Private
-
1974
MH
Mark HenricksonChief Financial Officer
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Chartwell Tech Stack

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Frequently Asked Questions Regarding Chartwell

What is Chartwell's official website?
Chartwell's official website is www.chartwellip.com
What is Chartwell's Revenue?
Chartwell's revenue is $5.4 Million
What is Chartwell's SIC code?
Chartwell's SIC: 62,628
What is Chartwell's NAICS code?
Chartwell's NAICS: 52,523
How many employees does Chartwell have?
Chartwell has 11-50 employees
What industry does Chartwell belong to?
Chartwell is in the industry of: Finance, Securities Trading
What is Chartwell competition?
Chartwell top competitors include: Segall Bryant & Hamill, Madison Investments
What companies has Chartwell acquired?
Chartwell has acquired the companies: The Killen Group
What technology does Chartwell use?
Some of the popular technologies that Chartwell uses are: Baker Hill, Oracle APEX, Ruxit, ServiceNow
How do I contact Chartwell?
Chartwell contact info: Phone number: (610) 296-1400 Website: www.chartwellip.com
What does Chartwell do?

Chartwell Investment Partners is a boutique investment management firm based in Berwyn, Pennsylvania, founded in 1984 with over 25 years of experience. The company specializes in actively managed U.S. equity and fixed-income strategies, offering investment solutions through Separate Accounts, Collective Investment Trusts, and Mutual Funds. Chartwel... l employs a fundamental research approach to deliver consistent, risk-adjusted returns for clients. The firm operates with a disciplined investment philosophy and is a wholly-owned subsidiary of Raymond James Investment Management. With multiple office locations, Chartwell provides comprehensive investment services focused on long-term client success in the financial sector.Read More

What are Chartwell social media links?
Chartwell Linkedin page
Is Chartwell a public company?
Chartwell is private company therefore does not currently have an official ticker symbol
See more information about Chartwell

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