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
ZI Rank: 2
Signal Type
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ZI Rank
2
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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 MediaPopular SearchesChartwell Investment PartnersChartwell Investment Partners LLCChartwell Investment Partners AllChartwell TSC Securities CorpSIC Code 62,628NAICS Code 52,523Show more

Chartwell Org Chart

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Chief Executive Officer

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Chief Financial Officer & Chief Operating Off...

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Chief Financial Officer

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Managing Partner Chief Financial Officer And ...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Chartwell

$5.4M
11-50
Private
-
1997
$63.9M
51-200
Private
<$5M
1994
$26.4M
51-200
Private
-
1974
MQ
Marian QuadeVice President and Senior Portfolio Manager
$6.2M
51-200
Private
$5M
1979
JO
Jeffrey OpieChief Financial Officer
$5.1M
11-50
Private
-
-
PW
Piotr WalderProgram Director
<$5M
11-50
Private
-
2001
EN
Eric NeedhamDirector, Sales & Marketing
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Company Profile Activity

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Among all Finance companies

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High Activity

Activity Insights

Chartwell is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Chartwell is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Chartwell.

Chartwell Tech Stack

A closer look at the technologies used by Chartwell

Most Recent Scoops

Open Position
Hiring Plans
Chartwell has more open roles in Legal than it has had at any time in the past 12 months.
Hiring Plans
Hiring Plans
Chartwell has more open roles in Information Technology than it has had at any time in the past 12 months.
Hiring Plans
Hiring Plans
Chartwell has more open roles in Operations than it has had at any time in the past 12 months.
Hiring Plans
Hiring Plans
Hiring Plans
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Chartwell News & Media

  • First Trust Enhanced Equity Income Fund Issues Notice Regarding June 2025 Distribution

    WHEATON, Ill.--(BUSINESS WIRE)--The Board of Trustees of First Trust Enhanced Equity Income Fund (the "Fund") (NYSE: FFA), CUSIP 337318109, previously approved a managed distribution policy for the Fund (the "Managed Distribution Plan") in reliance on exemptive relief received from the Securities and Exchange Commission which permits the Fund to make periodic distributions of long-term capital gains more frequently than otherwise permitted with respect to its common shares subject to certain co
  • First Trust Enhanced Equity Income Fund Issues Notice Regarding March 2025 Distribution

    WHEATON, Ill.--(BUSINESS WIRE)--The Board of Trustees of First Trust Enhanced Equity Income Fund (the "Fund") (NYSE: FFA), CUSIP 337318109, previously approved a managed distribution policy for the Fund (the "Managed Distribution Plan") in reliance on exemptive relief received from the Securities and Exchange Commission which permits the Fund to make periodic distributions of long-term capital gains more frequently than otherwise permitted with respect to its common shares subject to certain co
  • First Trust Enhanced Equity Income Fund Declares its Quarterly Distribution of $0.35 Per Share

    WHEATON, Ill.--(BUSINESS WIRE)--First Trust Enhanced Equity Income Fund (the "Fund") (NYSE: FFA) has declared the Fund's regularly scheduled quarterly distribution of $0.35 per share. The distribution will be payable on March 31, 2025, to shareholders of record as of March 24, 2025. The ex-dividend date is expected to be March 24, 2025. The quarterly distribution information for the Fund appears below. First Trust Enhanced Equity Income Fund (FFA): Distribution per share: $0.35 Distribution Rat
  • First Trust Enhanced Equity Income Fund Issues Notice Regarding December 2024 Distribution

    WHEATON, Ill.--(BUSINESS WIRE)--The Board of Trustees of First Trust Enhanced Equity Income Fund (the "Fund") (NYSE: FFA), CUSIP 337318109, previously approved a managed distribution policy for the Fund (the "Managed Distribution Plan") in reliance on exemptive relief received from the Securities and Exchange Commission which permits the Fund to make periodic distributions of long-term capital gains more frequently than otherwise permitted with respect to its common shares subject to certain co
  • First Trust Enhanced Equity Income Fund Declares Its Quarterly Distribution of $0.35 Per Share

    WHEATON, Ill.--(BUSINESS WIRE)--First Trust Enhanced Equity Income Fund (the "Fund") (NYSE: FFA) has declared the Fund's regularly scheduled quarterly distribution of $0.35 per share. The distribution will be payable on December 31, 2024, to shareholders of record as of December 20, 2024. The ex-dividend date is expected to be December 20, 2024. The quarterly distribution information for the Fund appears below. First Trust Enhanced Equity Income Fund (FFA): Distribution per share: $0.35 Distr
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Top Finance Companies

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: Hyphen Network, Segall Bryant & Hamill, Washington Crossing Advisors, 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, WordPress.org, reCAPTCHA, PHP
Who is the CFO of Chartwell?
Chartwell's CFO is George Hagar
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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