Jonathan Smith Email & Phone Number
Co-Founder, CIO and CEO @ DT Investment Partners, LLC
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Jonathan Smith Location
- Chadds Ford, PA, US
Jonathan Smith Work
- 2008 -now Co-Founder, CIO and CEO @
- 2005 -2008 CIO - Fixed Income @
- 2003 -2005 President @ Andres Capital Management
- 2000 -2003 Manager @ DuPont Capital Management
Jonathan Smith Education
- AIMR
CFA (Chartered Financial Analyst)
1998-2001 - Wharton School of Business
MBA (Finance & Strategic Management)
1996-1998 - Thomas Jefferson University
BS (Medical Technology)
1988-1992 - CFP Board
CFP
2017
Jonathan Smith Skills
- Asset Allocation
- Wealth Management
- Mutual Funds
- Portfolio Management
- Asset Management
- Retirement Planning
Jonathan Smith Summary
- Jonathan Smith, based in Chadds Ford, PA, US, is currently a Co-Founder, CIO and CEO at DT Investment Partners, LLC. Jonathan Smith brings experience from previous roles at The Haverford Trust Company, Andres Capital Management and DuPont Capital Management. Jonathan Smith holds a 1998 - 2001 CFA in Chartered Financial Analyst @ AIMR. With a robust skill set that includes Asset Allocation, Wealth Management, Mutual Funds, Portfolio Management, Asset Management and more. Jonathan Smith has 1 emails and 2 mobile phone numbers on RocketReach.
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