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February 12, 2016 3:30 AM ET

Capital Markets

Company Overview of Chartwell Investment Partners, LLC

Company Overview

Chartwell Investment Partners, LLC is a privately owned investment manager. The firm provides its services to individuals, pension and profit sharing plans, investment companies, pooled investment vehicles, endowments, foundations, public funds, corporations, Taft-Hartley funds, sub-advisory, proprietary accounts, charitable organizations, and state or municipal government entities. It manages separate client focused equity and fixed income portfolios. The firm also launches and manages equity and balanced mutual funds for its clients. It invests in the public equity and fixed income markets of the United States. The firm invests in core, value and growth stocks of mid-cap, small-cap, and sm...

1235 Westlakes Drive

Suite 400

Berwyn, PA 19312

United States

Founded in 1997





Key Executives for Chartwell Investment Partners, LLC

Chief Executive Officer and Managing Partner
Managing Partner, President, and Director of Client Services and Marketing
Managing Partner, Chief Financial Officer, and Chief Compliance Officer
Age: 46
Managing Partner and Senior Portfolio Manager
Age: 61
Managing Partner and Senior Portfolio Manager
Compensation as of Fiscal Year 2015.

Chartwell Investment Partners, LLC Key Developments

Chartwell Investment Partners Seeks Acquisitions

Chartwell Investment Partners, LLC is looking for acquisitions. James F. Getz, Chief Executive Officer of Chartwell's parent company Tristate Capital Holdings, Inc. (NasdaqGS:TSC), said, "Since 2011, TriState Capital has achieved compound annual growth in earnings per share of 25%. This performance is a direct result of the disciplined execution of our distinctive growth strategy, which we intend to continue through the ongoing organic expansion of private banking, middle-market commercial banking and investment management, as well as opportunistic acquisitions that accelerate Chartwell Investment Partners' growth."

Chartwell Investment Partners, LLC, First Trust Enhanced Equity Income Fund - Special Call

To provide update for the fund

First Trust Dividend and Income Fund & First Trust Enhanced Equity Income Fund Appoints Chartwell Investment Partners Inc as Investment Sub-Advisor

First Trust Dividend and Income Fund & First Trust Enhanced Equity Income Fund announced that its Board of Trustees has approved Chartwell Investment Partners Inc. (Chartwell) as investment sub-advisor to the funds, following TriState Capital Holdings Inc. acquisition of substantially all of the assets of Chartwell Investment Partners, L.P., the funds' current sub-advisor. Each fund will enter into an interim sub-advisory agreement among the fund, First Trust Advisors L.P. (FTA), and Chartwell, as investment sub-advisor, which will be effective on the date of the close of the acquisition.

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