Chartwell manages active equity, fixed income and balanced 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. Chartwell is also advisor to the Chartwell family of funds which includes the Berwyn Income Fund.
Joseph A. Barilotti, Jr.
Vice President, Marketing & Client Services
Director of Taft-Hartley Services
Chartwell Investment Partners
1205 Westlakes Dr.
Berwyn, Pa 19312