Doug Kugler

Portfolio Manager-Equities at Chartwell Investment Partners LLC

63 year

Finance

Consumer Services

Profile

Mr. Douglas W.
Kugler, CFA, is a Senior Portfolio Manager at Chartwell Investment Partners LLC.
He is part of equity investment team.
Prior to joining Chartwell Investment Partners in December 2003, Mr. Kugler in 1993 held several positions at Morgan Stanley Investment Management Miller Anderson & Sherrerd including Head of Mutual Fund Administration and Vice President and Treasurer of the MAS Funds, Junior Associate in the Equity Department, and his last position held prior to joining Chartwell was Senior Associate and Analyst for the Large Cap Value team.
Prior to joining Morgan Stanley, he was an Assistant Vice President and Senior Accounting Officer at Provident Financial Processing Corporation.
He received his Bachelor’s degree in Accounting from the University of Delaware.
He is a CFA charter holder, a member of the CFA Institute and the CFA Society of Philadelphia.

Doug Kugler 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.	Portfolio Manager-Equities	30/11/2003

All active positions of Doug Kugler

Former positions of Doug Kugler

Companies	Position	End
Morgan Stanley Investment Management, Inc. Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises.	Analyst-Equity	30/12/1999
PROVIDENT FINANCIAL SERVICES, INC.	Comptroller/Controller/Auditor	30/12/1992

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Training of Doug Kugler

University of Delaware

Undergraduate Degree

Experiences
Positions held

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Connections

100 +

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Linked companies

Listed companies	1
PROVIDENT FINANCIAL SERVICES, INC.	Finance

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
Morgan Stanley Investment Management, Inc. Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises.	Finance