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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 & Managing 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

Cameron Kenny

Cameron Kenny

Investment Sales Assistant

Laurie Bodisch

Laurie Bodisch

Personal Investment Strategist

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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