Mr. Smith is a co-founder, CEO, and Chief Investment Officer of DT Investment Partners, LLC. He is responsible for establishing DT Investment Partners’ long-term strategic asset allocation benchmarks based on proprietary optimization procedures. He also assists in implementing client asset allocation strategies and managing DT Investment Partners’ tax-free fixed income portfolios, is involved in establishing and cultivating relationships with financial advisors, and directs and monitors the company’s investment philosophy and process.
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.
Mr. Zimmerman is a co-founder and Chief Investment Strategist for DT Investment Partners, LLC. He is responsible for identifying tactical investment opportunities given the current investment landscape and working with DT Investment Partners’ Chief Investment Officer to implement such tactical decisions into client portfolios. He runs all technical analysis involved in the firm’s risk management processes, manages its taxable fixed income strategies, and has primary responsibility for its security selection decisions as they relate to the asset allocation strategies.
Erin S. Moore
Ms. Moore, Director of Trading and Operations, is responsible for assisting in the implementation of client asset allocation strategies and periodic portfolio rebalancing. Ms. Moore is in charge of all middle and back office operations related to asset management. She is one of the team’s primary traders and ensures that client portfolios are positioned to accurately reflect the model portfolios set forth by the investment team.
Ms. Scheb, Chief Compliance Officer, has the primary responsibility of overseeing all investment adviser related compliance. Ms. Scheb joined DTIP in 2015 as the Associate Director of Client Services, with the primary responsibility of supporting all of the firm’s new and existing advisors and client relationships.
Lingyao Chao, cfa
Ms. Chao, Financial Operations Analyst, provides analytical support for portfolio management and financial operations management functions. She performs asset allocation and performance attribution analysis across all asset classes and provides analytical and qualitative support in security selection and risk management. Ms. Chao is also responsible for analyzing market conditions and investment environments in order to develop informed and measured investment opinions.
Mr. Omensetter, Portfolio Manager, is responsible for managing the taxable and tax-free fixed income portfolios as well as implementing client asset allocation strategies. His primary responsibilities include security selection, trading and credit research for fixed income portfolios. He also serves as additional support for the firm’s Trading and Operations team. Prior to joining DT Investment Partners, LLC, he spent six years with Schroder Investment Management Inc. N.A.
Ms. Hoyer, Associate Director of Client Services, has the responsibility of supporting the firm’s sales and marketing team. Her roles include: processing new account activities, acting as a liaison to clients on various matters, managing the firm’s client relationship management system, partnering with the sales team to produce new leads and establish new relationships, and managing the firm’s website and marketing efforts. As with all professionals of DTIP, her primary goal is to continuously keep the needs of clients first and foremost.
DEVON WILLIAMS DANIELS
Ms. Daniels is a founding member of DT Investment Partners. She is a co-founder and managing partner of Daniels + Tansey and directs the firm’s wealth management and consulting practice groups. She is a Chartered Financial Consultant, Accredited Estate Planner, and Certified Divorce Financial Analyst. A graduate of the University of Maryland with more than 30 years of experience in the financial services industry, Ms. Daniels is a member of the Estate Planning Council of Delaware, the Wilmington Tax Group, and the Financial Planning Association. She also is a Founder of The Fund for Women.