JOhn L. Blair
Co-Founder and Managing Director of Client Relations and Marketing
DT Investment Partners, LLC
Mr. Blair is a co-founder and Managing Director of Client Relations and Marketing for DT Investment Partners, LLC. He is responsible for developing and maintaining all aspects of client relationships for DT Investment Partners’ diverse client base that includes institutions, individuals and sub-advisory clients. In addition to his relationship management responsibilities, he directs sales and marketing efforts.
Prior to the creation of DT Investment Partners, LLC, Mr. Blair was a Director of Client Relations and Marketing for Daniels + Tansey, LLP. DT Investment Partners, an affiliate of Daniels + Tansey, was created to separate investment management from other financial consulting activities.
Mr. Blair previously was a Vice President with Clermont Wealth Strategies. Other roles during his 22 years of investment industry experience have included Vice President and Portfolio Manager with The Haverford Trust Company, where he was responsible for developing client relationships and managing investment portfolios along with leading the firm’s product distribution to many of the nation’s leading brokerage firms, and Vice President with Wachovia Bank, where he was responsible for the management, sales, and marketing of the firm’s products and services in Chester and Western Delaware Counties in Pennsylvania. Mr. Blair is a graduate of Millersville University with a B.A. in Economics and holds FINRA Series 7, 63, and 65 licenses.