The Massachusetts Coalition of Taft-Hartley Trust Funds, Inc.


Chartwell manages active equity and fixed income strategies for institutional and advisory clients via separate accounts, sub-advisory relationships and mutual funds. We are proud of the deep relationships we have built with our clients, consultants and distribution partners, which includes more than 200 Taft-Hartley accounts, over the past 20+ years.

Located in Berwyn, PA, since its founding in 1997, Chartwell has successfully grown into a 50+ person boutique investment management firm. Chartwell is a wholly-owned subsidiary of TriState Capital Holdings, Inc., a publicly held bank holding company based in Pittsburgh, PA.


Joseph A. Barilotti, Jr.

Vice President, Marketing & Client Services

Phone: 610-407-4822


Steven Binder

Director of Taft-Hartley Services

Phone: 202-262-6999


Chartwell Investment Partners

1205 Westlakes Dr.

Suite 100

Berwyn, Pa 19312