March 05, 2015 11:16 AM ET

Capital Markets

Company Overview of Chartwell Investment Partners, L.P.

Company Overview

Chartwell Investment Partners is an employee 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 smid-ca...

1235 Westlakes Drive

Suite 400

Berwyn, PA 19312

United States

Founded in 1997

Phone:

610-296-1400

Fax:

610-296-1430

Key Executives for Chartwell Investment Partners, L.P.

Chief Executive Officer and Managing Partner
Managing Partner, President, and Director of Client Services and Marketing
Founding Member, Managing Partner, and Senior Portfolio Manager
Age: 58
Managing Partner, Chief Financial Officer, and Chief Compliance Officer
Age: 45
Managing Partner and Senior Portfolio Manager
Age: 60
Compensation as of Fiscal Year 2014.

Chartwell Investment Partners, L.P. Key Developments

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.

Tristate Capital Holdings, Inc., Chartwell Investment Partners, L.P. - M&A Call

Tristate Capital Holdings, Inc., Chartwell Investment Partners, L.P. - M&A Call

First Trust Active Dividend Income Fund Announces Investment Sub-Advisor Changes Effective July 1, 2013

First Trust Advisors L.P. announced that the Board of Trustees of First Trust Active Dividend Income Fund voted to approve Chartwell Investment Partners, L.P. as investment sub-advisor to the Fund, replacing Aviance Capital Management, LLC. Chartwell will begin serving as investment sub-advisor to the Fund pursuant to an interim sub-advisory agreement among the Fund, FTA and Chartwell effective July 1, 2013. Chartwell will serve as the Fund's investment sub-advisor and is an employee-owned investment firm focusing on institutional, sub-advisory, and private client relationships.

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March 6, 2014
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