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  • About Us
    • Our Firm
    • Our Professionals
  • Investments
    • Investment Process
    • Strategies
    • Investment Commentaries
  • Consulting
    • Independent Investment Consulting
    • Consulting Services
  • In The News
  • Resources
    • Privacy Policy
    • ADV
    • TD Ameritrade Client Site
    • Charles Schwab Client Site
    • eMoney Client Site
  • Contact Us
Our Professionals

Our Professionals

Our Professionals

Jonathan D. Smith CFA, CFP®

Jonathan D. Smith CFA, CFP®

Co-founder, Chief Executive Officer, & Chief Investment Officer

John L. Blair

John L. Blair

Co-founder & Director Of Client Relations & Marketing

Andrew C. Zimmerman

Andrew C. Zimmerman

Co-founder & Chief Investment Strategist

Erin S. Moore

Erin S. Moore

Director Of Trading & Operations

Stacey A. Scheb

Stacey A. Scheb

Chief Compliance Officer

Ryan Omensetter

Ryan Omensetter

Portfolio Manager

Denise Oberschmidt

Denise Oberschmidt

Office Manager

DT Investment Partners, LLC is a privately-owned, SEC registered investment advisor. Our firm’s strength lies in the combined experience of our principals who serve as investment managers for individuals, families, and institutions.

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Contact Us

1 Dickinson Drive
Suite 103
Chadds Ford, PA 19317

484-778-4425

484-775-2024

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