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Theresa Tran
Analyst-Equity at Chartwell Investment Partners LLC
Theresa Tran active positions
Companies | Position | Start | 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 | 30/06/2022 | - |
Portfolio Manager-Equities | 30/06/2022 | - |
Career history of Theresa Tran
Former positions of Theresa Tran
Companies | Position | Start | 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 | 31/07/2017 | 31/03/2020 |
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 | 31/12/2006 | 31/12/2013 |
Training of Theresa Tran
Fox School of Business | Undergraduate Degree |
Statistics
International
United States | 4 |
Operational
Analyst-Equity | 2 |
Corporate Officer/Principal | 1 |
Undergraduate Degree | 1 |
Sectoral
Finance | 3 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 2 |
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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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