Jonathan D. Smith CFA, CFP®

Jonathan D. Smith CFA, CFP®

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

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.

Prior to the creation of DT Investment Partners, LLC, Mr. Smith was a partner and Chief Investment Officer for Daniels + Tansey, LLP. DT Investment Partners, an affiliate of Daniels + Tansey, was created to separate investment management from other financial consulting activities.

Mr. Smith previously served as Vice President and Chief Investment Officer of Fixed Income at The Haverford Trust Company. He also served as President of Andres Capital Management and head of the firm’s fixed income research efforts and managed DuPont Capital Management’s Performance Measurement and Attribution Group. Comprising 25 years, his broad background in the investment management industry includes strategy consulting with PricewaterhouseCoopers and his work as a fixed income portfolio manager at Martindale Andres & Co., Inc. Mr. Smith is a CFA charter holder and member of both the Financial Analysts of Philadelphia and the Association for Investment Management and Research. He is a graduate of Thomas Jefferson University and received an M.B.A from the Wharton School of the University of Pennsylvania.

Mr. Smith is a member of DT Investment Partners’ Investment Selection Team.