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Jonathan C. Caffey, Cipm Email & Phone Number

Vice President / Finance & Operations @ Chartwell Investment Partners | GIPS Verification
Location: Blue Bell, Pennsylvania, United States 3 work roles 3 schools
2 work emails found @chartwellip.com 2 phones found area 610 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 71%

Contact Signals · 2 work emails · 2 phones

Work email c****@chartwellip.com
Direct phone (610) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Role
Vice President / Finance & Operations @ Chartwell Investment Partners | GIPS Verification
Location
Blue Bell, Pennsylvania, United States

Who is Jonathan C. Caffey, Cipm? Overview

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Quick answer

Jonathan C. Caffey, Cipm is listed as Vice President / Finance & Operations @ Chartwell Investment Partners | GIPS Verification based in Blue Bell, Pennsylvania, United States. AeroLeads shows a work email signal at chartwellip.com, phone signal with area code 610, and a matched LinkedIn profile for Jonathan C. Caffey, Cipm.

Jonathan C. Caffey, Cipm previously worked as Vice President / Finance & Operations at Chartwell Investment Partners and Analyst at J.P. Morgan. Jonathan C. Caffey, Cipm holds Bachelor Of Business Administration - Bba, Finance & Real Estate from Fox School Of Business At Temple University.

Company email context

Email format at chartwellip.com

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*@chartwellip.com
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AeroLeads found 2 current-domain work email signals for Jonathan C. Caffey, Cipm. Compare company email patterns before reaching out.

Profile bio

About Jonathan C. Caffey, Cipm

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).

3 roles · 34 years

Jonathan C. Caffey, Cipm work experience

A career timeline built from the work history available for this profile.

Vice President / Finance & Operations

Chartwell Investment Partners

Berwyn, Pa

• Participated as a key team member in M&A activities and successfully integrated new Systems, Policies & Procedures • Responsible for annual Global Investment Performance Standards (GIPS) verification and composite performance examinations (audits)• Worked directly with auditors to ensure complete and successful audits• Established and implemented GIPS policies and procedures• Created and maintained performance composites for Institutional, HNW & Wrap Fee/SMA portfolios• Responsible for investment performance calculations & presentations to clients• Oversaw performance reporting for Institutional, HNW & Wrap Fee/SMA portfolios• Monitored dispersion among client portfolios and between investment products• Investigated any discrepancies between accounting records and clients or consultants records

Sep 1998 - Jun 2023

Analyst

J.P. Morgan

General ResponsibilitiesReconciliation of high profile Global Extended Markets accountsReview of FX contracts for accuracyException resolution with Master Trustee, Internal Departments and Account Management Project ResponsibilitiesResponsible for operations side of bank-wide system conversionCoordinated reconciliation of 2000 accounts during pre-conversion parallel testingIdentified and ensured correction of system breaksAssisted in the supervision of five temporary consultantsDrafted and analyzed MIS dataParticipated in weekly status meetings with Senior Management

1995 - 1998 ~3 yrs

Mutual Fund Analyst

Sei Investments Global Funds Services

Wayne, Pa

Interfaced with funds' investment advisors Processed daily security trades and shareholder activityCalculated funds' daily investable cash, expenses, income and NAVsPerformed security and cash reconciliations between accounting records and those of the funds' custodiansAnalyzed daily changes in fund values in relation to broader market fluctuations - Performed SEC compliance monitoring

1993 - 1995 ~2 yrs
3 education records

Jonathan C. Caffey, Cipm education

FAQ

Frequently asked questions about Jonathan C. Caffey, Cipm

Quick answers generated from the profile data available on this page.

What is Jonathan C. Caffey, Cipm's role at their current company?

Jonathan C. Caffey, Cipm is listed as Vice President / Finance & Operations @ Chartwell Investment Partners | GIPS Verification.

What is Jonathan C. Caffey, Cipm's email address?

AeroLeads has found 2 work email signals at @chartwellip.com for Jonathan C. Caffey, Cipm.

What is Jonathan C. Caffey, Cipm's phone number?

AeroLeads has found 2 phone signal(s) with area code 610 for Jonathan C. Caffey, Cipm.

Where is Jonathan C. Caffey, Cipm based?

Jonathan C. Caffey, Cipm is based in Blue Bell, Pennsylvania, United States.

What companies has Jonathan C. Caffey, Cipm worked for?

Jonathan C. Caffey, Cipm has worked for Chartwell Investment Partners, J.P. Morgan, and Sei Investments Global Funds Services.

How can I contact Jonathan C. Caffey, Cipm?

You can use AeroLeads to view verified contact signals for Jonathan C. Caffey, Cipm, including work email, phone, and LinkedIn data when available.

What schools did Jonathan C. Caffey, Cipm attend?

Jonathan C. Caffey, Cipm holds Bachelor Of Business Administration - Bba, Finance & Real Estate from Fox School Of Business At Temple University.

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