Our People

Commitment, Excellence, Integrity

Carol Cheswick Wilson Managing Director Carol Cheswick Wilson has worked in financial services for over 25 years. During her early career with Citibank, she specialized in high-net-worth clients, later becoming a Private Investment Counselor with Scudder, Stevens and Clark. In that role, she managed the investments of approximately 75 high-net-worth clients and their families, tailoring portfolios to meet their short- and long-term goals. Carol joined Cheswick Investment after 10 years at Scudder, Stevens and Clark, and became a Managing Director of Cheswick Wright Wealth Management in February 2006. Carol is a graduate of Wellesley College, receiving a BA in 1980. She earned an MBA in Finance from New York University's Stern School of Business in 1989. Carol is the Secretary/Treasurer of the Wellesley College Alumnae Association and serves on its Finance Committee. Carol is married with two children and lives in Darien, Connecticut. Email: Carolr@cheswickwright.com

Susan Cheswick Brewer Managing Director Susan Cheswick Brewer has enjoyed a diverse business career, spanning almost 30 years in the investment, banking and technology industries. She started her career with Citibank in their retail banking division and within four years was made a branch manager in midtown Manhattan. During this time she received an MBA in Finance, and shortly thereafter began her career in the technology field, eventually joining the Lotus Development division of IBM, where she held a key management position. She joined Cheswick Investment in 1997 as an Investment Advisor responsible for portfolio analysis and management. In February 2006, she became a Managing Director of Cheswick Wright Wealth Management. Susan attended Wellesley College, receiving a BA in 1977, and later received her MBA in Finance from New York University's Stern School of Business. Susan is married with one child and lives in Darien, Connecticut. Email: Susanb@cheswickinvestment.com

David P. Tuttle Managing Director David P. Tuttle uses his unique, in-depth investment, business and legal experience to provide investment and portfolio analysis, wealth management counseling and client service to Cheswick Wright clients. Prior to joining Cheswick Investment as an Investment Manager in 1999, David was a partner in a large, international law firm, based in their Greenwich, Connecticut office. His diverse legal experience includes representing issuers and investment banking firms in public and private offerings of debt and equity securities; acquisitions and divestitures; advice concerning day-to-day business operations, including securities law compliance; succession-planning for privately held businesses and estate planning for business owners; and providing legal advice to Cheswick Investment and other investment managers. David graduated cum laude from Princeton University in 1982, majoring in Economics, and received a JD from Duke University Law School in 1985.  David is also a CFA Charterholder. David is married with two children and lives in New Canaan, Connecticut.  He is a member of the Board of Directors of Family Centers Inc., a nonprofit organization dedicated to empowering children, adults, families and communities to realize their potential and serves on its Investment Committee. Email: DavidT@cheswickinvestment.com

		Diane H. Timpany Senior Vice President Diane H. Timpany, Senior Vice President has worked in the financial services industry for over 27 years. She joined Cheswick Wright Wealth Management, LLC as a Senior Vice President in February, 2006, after working for Wright Investors' Service for 16 years, where she was Senior Vice President in charge of the Private Investment Management division serving individual and institutional investors. Prior to managing the Private Investment Management area at Wright, Diane was a Vice President at the company performing client servicing and business development for both institutional and individual clients, including serving as Director of Consultant Relations. Prior to Wright, Diane was Vice President and Financial Consultant for RDD Associates, LLC, a fee only financial consulting firm in Fairfield County, CT, performing financial consulting for high-net-worth individuals and private businesses. Prior to RDD Associates, Diane was an Internal Auditor for SKI, Ltd., a holding company of multiple ski and golf resort companies nationwide. Diane began her professional career working for J. William Hope & Company, CPAs, a Fairfield County, CT regional CPA firm, where she worked for over seven years doing accounting and tax related work for individuals and small businesses. Diane has a BS in Accounting from Sacred Heart University in Fairfield, CT. She is an Accredited Investment Fiduciary, holds the Certified Financial Planner designation, and is a Certified Employee Benefit Specialist. Diane has one daughter and lives in Monroe, Connecticut. Email: DianeT@cheswickwright.com

Amit S. Khandwala Executive Vice President, Chief Investment Officer - Equity Management Amit has worked in the investment field for over 20 years.  At Wright Investors’ Service, Amit has overall responsibility for U.S. and International equity management including the direction and implementation of quantitative equities research.  Additionally, he is the portfolio manager for Wright’s International equity products.   He was also responsible for the management of 21 international single country and regional funds domiciled in the US and in Luxembourg. Amit has been published in the Journal of Portfolio Management and has conducted empirical financial research. Amit received a BS in Economics, Accounting, International Business and Computers from the University of Bombay, India, and an MBA in Investments, Corporate Finance, International Finance, and International Marketing from the University of Hartford. He is a member of the New York Society of Security Analysts.  He joined Wright in 1986.

Charles T. Simko, Jr., CFA Senior Vice President – U.S. Equity Management Chuck is the U.S. large-cap equity portfolio manager for Wright’s institutional and Bank Trust accounts and oversees the selection of funds for Wright’s Multiple Solutions® asset allocation strategies. He also has extensive experience building quantitative investment models. Chuck received a BS in Mathematics from Fairfield University, joining Wright in 1985.  He is a member of the New York Society of Security Analysts. Chuck is married with two children.  He and his family live in Milford, CT.

M. Anthony E. van Daalen, CFA Executive Vice President, Chief Investment Officer - Fixed Income Management Anthony joined Wright’s Fixed Income department in 2002 where he has overall responsibility for fixed income portfolio management. Anthony has over 25 years of investment experience.  Prior to joining Wright, he was a Director at Credit Suisse Asset Management following their purchase of Warburg Pincus Asset Management, which he joined in 1992. In addition to managing institutional assets, Anthony was manager of several mutual funds, including the Warburg Pincus Fixed Income Fund. Prior to 1992, he was Assistant Vice President and managed fixed income investments for high-net-worth individuals in Citibank’s International Private Bank. Anthony received a BA from Wesleyan University and an MBA in Finance and International Business from New York University’s Stern School of Business.  He is a member of the New York Society of Security Analysts. Anthony grew up in Switzerland, and came to the United States to attend college.  He currently resides in Weston, CT with his wife and three children.

James P. Fields, CFA Senior Vice President – Fixed Income Management Jim is the fixed income portfolio manager for mortgage securities, Bank Trust clients, high-net-worth individuals, and one of Wright’s fixed income mutual funds. Previously, Jim was an accountant with Teachers Insurance and Annuity Association. Jim received a BS in Accounting from Fairfield University and an MBA in Finance from Pace University. He is a member of the New York Society of Security Analysts. He joined Wright in 1982. Jim lives in Newtown, CT with his wife and 2 children.