Jonathan C. Caffey
Vice President Finance & Operations at Chartwell Investment Partners
Based in Blue Bell, United States
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Seniority
Vp
Department
Other
Location
Blue Bell
Industry
Investment Management
Company size
53
Contact information
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j•••••••@chartwellip.com
Phone
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Background
About Jonathan C. Caffey
I am a seasoned financial executive with over 25 years of expertise in the investment management/services industry. My experience encompasses various aspects, including overseeing financial departments like accounts receivable/accounts payable, administration of client portfolios, evaluating performance metrics, and handling operational functions. I also possess skills in M&A planning and integration of systems and policies, effectively managing audits, ensuring compliance with GIPS (Global Investment Performance Standards), and the SEC (Securities and Exchange Commission).
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