Chartwell Investment Partners join the program for a focus on US Small and Mid-sized companies. Tim Riddle, CFA, and Theresa Tran, CFA, dive into BRI, their approach to stock-picking, and opportunities for investors.

Manager Spotlight - Chartwell Investment Partners (TAAGX)

Aaron Kolkman is the founder of multiple wealth management firms, and the author of The Life Cycle of Wealth™ stewardship book for families. He holds a B.A. in Psychology, a M.S. in Finance, and a Graduate Certificate in Financial Analysis. He is also a CERTIFIED FINANCIAL PLANNER™ and a CERTIFIED KINGDOM ADVISOR®. His Minneapolis advisory team integrates life and financial goals with an emphasis on written estate strategies.

Manager Spotlight - Chartwell Investment Partners (TAAGX)

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