Meyer-Chatfield Employee Directory

Financial ServicesPennsylvania, United States11-50 Employees

Meyer-Chatfield is a financial services firm located in Jenkintown, Pennsylvania, that serves community and regional financial institutions across the United States. The firm specializes in BOLI and CUOLI, providing products, services, consultation, and administration to design and deploy tax-advantaged employee benefit strategies. With more than 250 clients in 42 states, Meyer-Chatfield has managed and serviced BOLI transactions for hundreds of banks and credit unions, placing over $3 billion in BOLI and CUOLI. Founded more than 20 years ago, the company helps clients improve earnings, design efficient benefit plans, and mitigate risk. The organization has 11-50 employees and its team includes professionals in Insurance, Investments, Actuarial Science, Structured Products, Executive Compensation, and Plan Administration.

Find Meyer-Chatfield employees' phone numbers or email addresses

Meyer-Chatfield Global Highlights

Location
Employees

North America
11

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  • United States Of America
    11

Meyer-Chatfield's Leadership

  • Stylized image of a person
    M. P.
    Vice President
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    T. M.
    Senior Managing Director
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    C. S.
    Regional Managing Director
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    D. S.
    Managing Director
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    J. C.
    Director Of Marketing And Business Development
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    R. B.
    Senior Managing Director, Credit Union Distribution
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    Y. H.
    Client Relationship Manager
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  • Stylized image of a person
    C. M.
    Office Manager
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Meyer-Chatfield Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Business
  • Administrative
  • Analytics
  • Other

Contact profiles from Meyer-Chatfield

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. P.
    Vice President
    Phone icon
    United StatesPennsylvania
    Jul 30, 2024
  • Stylized image of a person
    T. M.
    Senior Managing Director
    Phone icon
    United StatesTennessee
    Jun 01, 2026
  • Stylized image of a person
    C. S.
    Regional Managing Director
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    Oct 16, 2024
  • Stylized image of a person
    D. S.
    Managing Director
    Phone icon
    UNITED STATES
    Apr 07, 2023
  • Stylized image of a person
    J. C.
    Director Of Marketing And Business Development
    Phone icon
    United StatesPennsylvania
    Oct 22, 2024
  • Stylized image of a person
    R. B.
    Senior Managing Director, Credit Union Distribution
    Phone icon
    United StatesFlorida
    Oct 17, 2024
  • Stylized image of a person
    Y. H.
    Client Relationship Manager
    Phone icon
    United StatesMississippi
    Jun 01, 2026
  • Stylized image of a person
    C. M.
    Office Manager
    Phone icon
    United StatesPennsylvania
    May 29, 2026
  • Stylized image of a person
    J. J.
    Executive Assistant
    Phone icon
    United StatesPennsylvania
    Oct 17, 2024
  • Stylized image of a person
    M. K.
    Design Analyst
    Phone icon
    United StatesPennsylvania
    Oct 17, 2024

Frequently Asked Questions

What is Meyer-Chatfield known for?

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Meyer-Chatfield operates in the Financial Services industry. The company's main headquarters is located in 261 Old York Road Jenkintown, Pennsylvania 19046 United States; you can contact the main corporate office by phone at . Explore Meyer-Chatfield's company overview page for more information.

What is Meyer-Chatfield's most common email format?

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Meyer-Chatfield employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Meyer-Chatfield email formats with LeadIQ.

How many employees does Meyer-Chatfield have currently?

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Meyer-Chatfield has approximately 36 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Meyer-Chatfield's key employees and leadership?

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As of December 2025, Meyer-Chatfield's key employees include:

  • Vice President: M. P.
  • Senior Managing Director: T. M.
  • Regional Managing Director: C. S.
  • Managing Director: D. S.
  • Director Of Marketing And Business Development: J. C.

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