HT
Heather Tracy
Portfolio Accountant at Chartwell Investment Partners
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Work Experience
Portfolio Accountant
Mar 2005 - Present · 19 years and 10 months
Analyst
2001 - 2004 · 3 years
Company Details
Chartwell provides equity and fixed-income investment strategies to institutional, private clients, and clients of wrap fee programs through separate accounts, sub-advisory relationships and mutual funds. Equity Investment teams and strategies focus on the inherent inefficiencies available to astute, fundamentally oriented investors in small, mid, and large-capitalization equities. Fixed Income strategies leverage strong fundamental research capabilities to capitalize on inefficiencies in the investment grade and high yield credit space.
Year Founded
1997
Social Media
Linkedin
Industry
Investment Management
HQ Location
1205 Westlakes Drive Suite 100 Berwyn, Pennsylvania 19312, US
Keywords
U.S Equity and Fixed Income
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Contact Details
  • Email AddressH**@chartwellip.com
    Reveal Email
  • Phone Number(xxx)xxx-xxxx
    Reveal Phone

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