Our Professionals

 

Jonathan D. Smith, CFA

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.

John L. Blair

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.

 
 
 
 

Daniel N. Mullen

Mr. Mullen is Chief Compliance Officer for DT Investment Partners, LLC, overseeing all investment adviser related compliance.

 

Andrew C. Zimmerman

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. Gebhart

Ms. Gebhart, Director of Trading and Operations, is responsible for assisting in the implementation of client asset allocation strategies and periodic portfolio rebalancing. Ms. Gebhart 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.

Stacey A. Scheb

Ms. Scheb, Executive Investment Sales Assistant, has the primary responsibility of supporting all of the firm’s new and existing advisors and client relationships.    Her role includes; oversight of multiple custodial relationships, relationship management and the monitoring of ongoing client accounts to ensure adherence with the client’s specific investment policy statement.

Lingyao Chao

Ms. Chao, Financial Operations Analyst, provides analytical support for financial operations management functions to ensure the accuracy and integrity of client data. Her responsibilities include financial and cash flow reporting, consolidated new account analysis, and all other aspects of tracking, reviewing and reporting functions needed to support the firm’s financial systems and tools. Ms. Chao received her Bachelor of Science and Master of Science degrees in Finance from the University of Delaware. 

catsy Pemberton Michell

 Ms. Michell, Director of Client Relations, is responsible for developing and cultivating new business relationships. In addition to her relationship management responsibilities, Ms. Michell also supports the sales and marketing efforts for the firm. With more than 30 years of investment industry experience, she has previously held roles as Vice President with JP Morgan Private Banking in Philadelphia, PA, Director of Sales with The Haverford Trust Company in Radnor, PA and Divisional Director of Sales with Nuveen Investments in Chicago, IL. Ms. Michell currently is a member of the Vestry, serving as Senior Warden, in addition to serving on the finance and investment committees for St. David’s Episcopal Church in Wayne, PA. Ms. Michell is a graduate of Lake Forest College with a Bachelor of Arts in Psychology.