Jonathan Smith

Jonathan Smith Work

Co-Founder, CIO and CEO

@ DT Investment Partners, LLC

CIO - Fixed Income

@ The Haverford Trust Company

A

President

@ Andres Capital Management

Jonathan Smith Education

1998 - 2001 CFA in Chartered Financial Analyst

AIMR
1996 - 1998 MBA in Finance & Strategic Management

Wharton School of Business
1988 - 1992 BS in Medical Technology

Thomas Jefferson University
CFP

CFP Board

Jonathan Smith Skills

Asset AllocationWealth ManagementMutual FundsPortfolio ManagementAsset ManagementRetirement Planning

Jonathan Smith Contact Information

Work email●●●●●●●●@company.com

Personal email●●●●●●●●@gmail.com

Phone+● ●●● ●●● ●●●●

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Jonathan Smith currently works at DT Investment Partners, LLC as Jonathan Smith - Co-Founder, CIO and CEO at DT Investment Partners, LLC.

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