Theresa Tran
Analyst-Equity at Chartwell Investment Partners LLC
Profile
Ms. Theresa H.
Tran, CFA, is a Portfolio Manager & Senior Analyst at Chartwell Investment Partners LLC.
She is on Chartwell’s small and mid cap growth equity investment team.
Prior to re-joining Chartwell, Ms. Tran worked as a Vice President/Equity Research Analyst at Voya Investment Management.
Previously, she worked as an Associate Director of US Strategy and Planning at Merck; a Healthcare Investment Analyst with American Century Investments, and as a Global Equity Analyst at Turner Investments.
Ms. Tran began her career as a Health and Welfare Associate at Towers Watson.
She received her undergraduate degree from Fox School of Business.
Theresa Tran active positions
| Companies | Position | Start |
|---|---|---|
Chartwell Investment Partners LLC
 Chartwell Investment Partners LLC Investment ManagersFinance Chartwell Investment Partners LLC (Chartwell) is a SEC-registered investment advisor headquartered in Berwyn, Pennsylvania. The firm was founded by Timothy Riddle in 1997 and is a subsidiary of Carillon Tower Advisers, Inc. (dba Raymond James Investment Management), which is owned by Raymond James Financial, Inc. (NYSE: RJF) in Great Britain. Chartwell provides investment supervisory services on a continuous basis to a variety of individual, institutional, investment company, private fund and corporate clients. The firm is a sub-adviser to investment companies registered under the Investment Company Act of 1940. | Analyst-Equity | 2022-06-30 |
Former positions of Theresa Tran
| Companies | Position | End |
|---|---|---|
Chartwell Investment Partners LLC
Chartwell Investment Partners LLC Investment ManagersFinance Chartwell Investment Partners LLC (Chartwell) is a SEC-registered investment advisor headquartered in Berwyn, Pennsylvania. The firm was founded by Timothy Riddle in 1997 and is a subsidiary of Carillon Tower Advisers, Inc. (dba Raymond James Investment Management), which is owned by Raymond James Financial, Inc. (NYSE: RJF) in Great Britain. Chartwell provides investment supervisory services on a continuous basis to a variety of individual, institutional, investment company, private fund and corporate clients. The firm is a sub-adviser to investment companies registered under the Investment Company Act of 1940. | Analyst-Equity | 2020-03-31 |
Turner Investments LLC
 Turner Investments LLC Investment ManagersFinance Formed in 2017 as a result of the merger of Turner Investments LLC and Turner Investments Holdings LP, Turner Investments LLC is a registered investment advisor located in Berwyn, Pennsylvania. The firm was originally formed in 1990 as Turner Investments LP. Turner provides investment management services to a wide variety of clients, including defined benefit and defined contribution plans, corporations, limited partnerships, limited liability companies, public pension plans, registered investment companies, Taft-Hartley plans and multi-employer plans, and managed account programs, among other types. | Corporate Officer/Principal | 2013-12-31 |
Training of Theresa Tran
| Fox School of Business | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Chartwell Investment Partners LLC
Chartwell Investment Partners LLC Investment ManagersFinance Chartwell Investment Partners LLC (Chartwell) is a SEC-registered investment advisor headquartered in Berwyn, Pennsylvania. The firm was founded by Timothy Riddle in 1997 and is a subsidiary of Carillon Tower Advisers, Inc. (dba Raymond James Investment Management), which is owned by Raymond James Financial, Inc. (NYSE: RJF) in Great Britain. Chartwell provides investment supervisory services on a continuous basis to a variety of individual, institutional, investment company, private fund and corporate clients. The firm is a sub-adviser to investment companies registered under the Investment Company Act of 1940. | Finance |
Turner Investments LLC
Turner Investments LLC Investment ManagersFinance Formed in 2017 as a result of the merger of Turner Investments LLC and Turner Investments Holdings LP, Turner Investments LLC is a registered investment advisor located in Berwyn, Pennsylvania. The firm was originally formed in 1990 as Turner Investments LP. Turner provides investment management services to a wide variety of clients, including defined benefit and defined contribution plans, corporations, limited partnerships, limited liability companies, public pension plans, registered investment companies, Taft-Hartley plans and multi-employer plans, and managed account programs, among other types. | Finance |
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