| Fund Inception | 09/03/1987 |
| Name of Issuer | Carillon Family of Funds |
| Fund Advisor(s) | Carillon Tower Advisers, Inc. |
| Sub-Advisor(s) | Chartwell Investment Partners, LLC |
Fund Managers for BERIX
Andrew Toburen
Portfolio Manager since 03/01/2019
Andrew S. Toburen, CFA, has more than 25 years of investment experience. Mr. Toburen is a Senior Portfolio Manager and has been with Chartwell since 1999. He is responsible for overseeing all of the high yield fixed income assets at Chartwell. From 1994 to 1997, Mr. Toburen was part of a team managing over $3 billion in high yield corporate bond assets at Nomura Corporate Research and Asset Management, Inc. Mr. Toburen holds a Bachelor’s degree in Economics from Yale University and an MBA from Cornell University’s Johnson School of Management and is a Chartered Financial Analyst. Mr. Toburen is a member of the CFA Institute and the CFA Society of Philadelphia.
T. Harkins
Portfolio Manager since 03/01/2019
T. Ryan Harkins, CFA, has more than 20 years of investment experience. Mr. Harkins is a Senior Portfolio Manager and has been with Chartwell since 2007. Prior to joining Chartwell, Mr. Harkins was a Portfolio Manager and Research Analyst at Credit Suisse Asset Management where he co-managed the firm’s small cap value strategy. From 1997 to 2000, he was an Investment Banker at Morgan Keegan & Company where he specialized in private placements for small public and private companies. Mr. Harkins holds a Bachelor’s degree from Duke University, an MBA from University of Pennsylvania’s Wharton School and is a Chartered Financial Analyst.
Thomas Coughlin
Portfolio Manager since 03/01/2019
Thomas R. Coughlin, CFA, CMT, has 17 years of investment experience. Mr. Coughlin is an Analyst and has been with Chartwell since 2008. Prior to joining Chartwell, Tom was employed at Janney Montgomery Scott, LLC. He held multiple analyst positions at Janney Montgomery Scott, LLC. Mr. Coughlin holds a Bachelor’s degree from Swarthmore College and is a Chartered Financial Analyst and a Chartered Market Technician.
Jeffrey Bilsky
Portfolio Manager since 03/01/2019
Jeff was employed at Cruiser Capital, where he served as a Research Analyst. Previously, he was a Vice President in Institutional Sales and Trading at Hudson Securities. Earlier in his career, Jeff worked at Bank of America as an Analyst in Institutional Sales and Trading.
Jeff earned a B.A. in Diplomatic History from the University of Pennsylvania and an MBA in Finance from The Wharton School of the University of Pennsylvania.
John Hopkins
Portfolio Manager since 03/01/2021
John is a Portfolio Manager/Senior Analyst on Chartwell’s Fixed Income investment team and joined Chartwell in 2007. Prior to joining Chartwell, John worked for Collateral Processing Group, LLC where he was a Founder and Managing Principal. He also worked for Sunrock Capital Corporation where he was Chief Financial Officer. Earlier in his career, he worked for Chase Securities, Inc. where he was a Senior High Yield Analyst.
Education:
B.S. in Finance and B.S. in Economics from the Pennsylvania State University
CFA®; charterholder and member of the CFA Institute and the CFA Society of Phila.
Christine Williams
Portfolio Manager since 03/01/2021
Christine F. Williams is a Managing Partner and Senior Portfolio Manager and has been with Chartwell since its inception in 1997. She is responsible for overseeing all of the high grade fixed income assets at Chartwell. From 1990 to 1997, Ms. Williams was an Assistant Vice President in Fixed Income at Meridian Investment Company where she was part of the fixed income team managing close to $2 billion in assets. In addition to her tax exempt responsibilities, she managed the Pennsylvania Municipal Mutual Fund and the General Market Personal Trust Municipal Fund. She began her career at Merrill Lynch. Ms. Williams holds a Bachelor’s degree in Economics from the University of Delaware and a Master’s Degree in Finance from St. Joseph’s University. Ms. Williams is a member of the CFA Institute and the CFA Society of Philadelphia.
Reid Halloran
Portfolio Manager since 01/01/2024
Reid joined Chartwell in 2010. Prior to joining Chartwell in 2010, Reid worked as an Investment Analyst at Aberdeen Asset Management in the North American Equities division. Reid earned a Bachelor of Science degree in Business Management from Babson College. He began his investment career in 2006.
