Nicholas E. Shevland, CFA, CFP

Nicholas E. Shevland, CFA, CFP

DIRECTOR OF CLIENT RELATIONS

Mr. Shevland is a Director of Client Relations for DT Investment Partners, LLC. He is responsible for developing and maintaining client relationships for DT Investment Partners’ diverse client base that includes institutions, individuals, and sub-advisory clients, with a focus on the state of Delaware market. In addition to his relationship management responsibilities, he helps to direct sales and is a member of the investment strategy team.

Mr. Shevland previously was a Financial Advisor with Janney Montgomery Scott and Morgan Stanley. He started his career as a Financial Planner with a predecessor firm in 2013 and holds his Series 7 and 66 licenses.  He earned both his CFA® designation and CFP® designation in 2017. He graduated from Wilmington University in 2011 with Bachelors of Science degree in Accounting. He is a past President of The Southern Delaware Estate Planning Council and a member affiliate of The National Association of Estate Planning & Councils.