Bernard Schaffer, MBA

Investment Committee Member (External)

Bernie joined the Concentus Investment Committee in 2015 with over 40 years’ experience in the investment industry. Prior to joining the committee, he was a Managing Partner and Portfolio Manager with Chartwell Investment Partners. At Chartwell, Bernie managed both individual accounts for institutions and mutual funds.

Before Chartwell, he was employed as a Senior Portfolio Manager at Delaware Investment Advisers from 1990 to 1997. Prior to joining Delaware, Mr. Schaffer was a Senior Vice President at Prudential Securities. He served as Vice President, Portfolio Manager of Equity and Director of Dividend and Income Fund, Inc.

Mr. Schaffer holds a Bachelor’s degree in Economics from Villanova University (’66) and he was a member of the Villanova Men’s basketball team. Upon graduating, Mr. Schaffer spent 3 years in the United States Army.

Additionally, he holds an M.B.A. from the University of Pennsylvania’s Wharton School (’71).