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 @ DT Investment Partners, LLC
2005 - 2008 CIO - Fixed Income @ The Haverford Trust Company
2003 - 2005 President @ Andres Capital Management

2000 - 2003 Manager @ DuPont Capital Management

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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
2017

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Jonathan Smith Skills

Asset Allocation
Wealth Management
Mutual Funds

Portfolio Management
Asset Management
Retirement Planning

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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 2 emails on RocketReach.

Jonathan Smith Emails

Found 2 emails

Jonathan Smith Phone Numbers

Found 3 phone numbers

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- +1 408-624-XXXX
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- cvshealth.com
- mgh.harvard.edu
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Jonathan Smith

President at RaMa Group LLC

Santa Monica, CA, US
4
- gmail.com
- hotmail.com
- icloud.com
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- +1 310-310-XXXX
- +1 323-290-XXXX
- +1 310-913-XXXX
- +1 225-622-XXXX
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Jonathan Smith

CTO- Director of Technology Solutions at Getronics

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- getronics.com
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Jonathan Smith

Co-Founder, CIO and CEO at DT Investment Partners, LLC

Chadds Ford, PA, US
2
- dtinvestmentpartners.com
- fsinvestments.com
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- +1 484-778-XXXX
- +1 610-724-XXXX
- +1 610-656-XXXX

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Top DT Investment Partners, LLC Employees

Jonathan Smith

Co-Founder, CIO and CEO at DT Investment Partners, LLC

Chadds Ford, PA, US
2
- dtinvestmentpartners.com
- fsinvestments.com
3
- +1 484-778-XXXX
- +1 610-724-XXXX
- +1 610-656-XXXX
Andrew Zimmerman

Co-Founder and Chief Investment Strategist at DT Investment Partners, LLC

Bethany Beach, DE, US
1
- fsinvestments.com
5+
- +1 302-757-XXXX
- +1 302-670-XXXX
- +1 484-778-XXXX
- +1 610-731-XXXX
- +1 302-530-XXXX
- +1 610-995-XXXX
Stacey Scheb

Chief Compliance Officer at DT Investment Partners, LLC

Springfield, PA, US
3
- gmail.com
- dtinvestmentpartners.com
- fsinvestments.com
4
- +1 484-410-XXXX
- +1 610-544-XXXX
- +1 484-778-XXXX
- +1 610-931-XXXX
Ryan Omensetter

Portfolio Manager at DT Investment Partners, LLC

Chadds Ford, PA, US
2
- dtinvestmentpartners.com
- gmail.com
3
- +1 215-512-XXXX
- +1 484-778-XXXX
- +44 20 7658 XXXX
Erin Moore

Director of Operations and Trading at DT Investment Partners, LLC

Philadelphia, PA, US
4
- dtinvestmentpartners.com
- gmail.com
- hotmail.com
- fsinvestments.com
5+
- +1 484-680-XXXX
- +1 610-525-XXXX
- +1 610-688-XXXX
- +1 484-680-XXXX
- +1 610-908-XXXX
- +1 610-688-XXXX
Charles Smith

DT Investment Partners intern at DT Investment Partners, LLC

Scranton, PA, US
1
- fsinvestments.com
1
- +1 717-343-XXXX
Luke Smith

Wealth Advisor at DT Investment Partners, LLC

Philadelphia, PA, US
1
- fsinvestments.com

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