Team

Arthur R. Marcus
Arthur R. Marcus

Managing Partner

Formerly Public Funds Marketing Director of Frank Russell Trust and Bankers Trust Co. Before founding Chaldon Associates in 1996, Arthur marketed to public and Taft-Hartley funds on behalf of First Pennsylvania Bank, Manufacturers Hanover, Bache Halsey Stuart, Republic National Bank and Wasserstein Perella. He began his career as an administrator for a union pension fund. Arthur served as a former Member of the National Association of State Treasurers Corporate Affiliate Advisory Board and the National Association of State Retirement Administrators. He is a graduate of the University of Pennsylvania.

Bruce R. Piatt
Bruce R. Piatt

Partner

Bruce joined Chaldon Associates in 1996.  He was formerly a top producing marketing consultant with Van Eck Associates and began his career as a mutual fund representative at Fidelity Management & Research in New York. Bruce is the primary client liaison and manages the sales effort.  He also leads the municipal and state retirement system relations outreach. He is a cum laude graduate of Columbia University and received FINRA licenses, Series 7 and 63.

 

John F. Philbert
John F. Philbert

Senior Associate

Formerly spent 25 years with the Bank of New York/Irving Trust Company where he held senior positions within the bank’s Financial Institution’s Lending Division and Government Banking Division. He organized and managed the bank’s Insurance Lending Division. After leaving BNY, John became the President of National Abandoned Property Processing Corp., “NAPCO”. NAPCO was sold to Affiliated Computer Services “ACS”, where he was Vice President in its National Sales Division.  ACS was recently purchased by XEROX.  John is a former member of the National Association of State Treasurers Corporate Affiliate Advisory Board. John is a graduate of Brooklyn College and received a Master’s Degree from L.I.U.