Chartwell manages active equity and fixed income strategies for institutional and advisory clients via separate accounts, sub-advisory relationships and mutual funds. We are proud of the deep relationships we have built with our clients, consultants and distribution partners, which includes more than 200 Taft-Hartley accounts, over the past 20+ years.
Located in Berwyn, PA, since its founding in 1997, Chartwell has successfully grown into a 50+ person boutique investment management firm. Chartwell is a wholly-owned subsidiary of TriState Capital Holdings, Inc., a publicly held bank holding company based in Pittsburgh, PA.
Joseph A. Barilotti, Jr.
Vice President, Marketing & Client Services
Director of Taft-Hartley Services
Chartwell Investment Partners
1205 Westlakes Dr.
Berwyn, Pa 19312