Jonathan Smith, Cfa, Cfp®
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Jonathan Smith, Cfa, Cfp® Email & Phone Number

Chief Investment Officer at DT Investment Partners, LLC at DT Investment Partners, LLC
Location: Chadds Ford, Pennsylvania, United States 4 work roles 4 schools
1 work email found @dtinvestmentpartners.com 1 phone found area 484 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email j****@dtinvestmentpartners.com
Direct phone (484) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
DT Investment Partners, LLC
Role
Chief Investment Officer at DT Investment Partners, LLC
Location
Chadds Ford, Pennsylvania, United States
Company size
10 employees

Who is Jonathan Smith, Cfa, Cfp®? Overview

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Quick answer

Jonathan Smith, Cfa, Cfp® is listed as Chief Investment Officer at DT Investment Partners, LLC at DT Investment Partners, LLC, a company with 10 employees, based in Chadds Ford, Pennsylvania, United States. AeroLeads shows a work email signal at dtinvestmentpartners.com, phone signal with area code 484, and a matched LinkedIn profile for Jonathan Smith, Cfa, Cfp®.

Jonathan Smith, Cfa, Cfp® previously worked as Co-Founder, CIO and CEO at Dt Investment Partners, Llc and CIO - Fixed Income at The Haverford Trust Company. Jonathan Smith, Cfa, Cfp® holds Cfa, Chartered Financial Analyst from Aimr.

Company email context

Email format at DT Investment Partners, LLC

This section adds company-level context without repeating Jonathan Smith, Cfa, Cfp®'s masked contact details.

*@dtinvestmentpartners.com
71% confidence

AeroLeads found 1 current-domain work email signal for Jonathan Smith, Cfa, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Jonathan Smith, Cfa, Cfp®

Jonathan Smith, Cfa, Cfp® is a Chief Investment Officer at DT Investment Partners, LLC at DT Investment Partners, LLC. He possess expertise in asset allocation, wealth management, mutual funds, portfolio management, asset management and 1 more skills.

Listed skills include Asset Allocation, Wealth Management, Mutual Funds, Portfolio Management, and 2 others.

Current workplace

Jonathan Smith, Cfa, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

DT Investment Partners, LLC
Dt Investment Partners, Llc
Chief Investment Officer at DT Investment Partners, LLC
chadds ford, pennsylvania, united states
Website
dtinvestmentpartners.com
Employees
10
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Company profile
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4 roles · 26 years

Jonathan Smith, Cfa, Cfp® work experience

A career timeline built from the work history available for this profile.

President

Andres Capital Management
Apr 2003 - Jun 2005

Manager

Dupont Capital Management
2000 - 2003 ~3 yrs
Team & coworkers

Colleagues at DT Investment Partners, LLC

Other employees you can reach at dtinvestmentpartners.com. View company contacts for 10 employees →

AZ Andrew Zimmerman Andrew Zimmerman Colleague at Dt Investment Partners, LlcWilmington, Delaware, United States, United States View → CS Charles Smith Charles Smith Colleague at Dt Investment Partners, LlcScranton, Pennsylvania, United States, United States View → SS Stacey Scheb Stacey Scheb Colleague at Dt Investment Partners, LlcSpringfield, Pennsylvania, United States, United States View → HW Heidi Werner Heidi Werner Colleague at Dt Investment Partners, LlcLos Angeles Metropolitan Area, United States View → RO Ryan Omensetter Ryan Omensetter Colleague at Dt Investment Partners, LlcChadds Ford, Pennsylvania, United States, United States View → DA Dagnaw Andemichael Dagnaw Andemichael Colleague at Dt Investment Partners, LlcSeattle, Washington, United States, United States View → JB John Blair John Blair Colleague at Dt Investment Partners, LlcChadds Ford, Pennsylvania, United States, United States View → EM Erin Moore Erin Moore Colleague at Dt Investment Partners, LlcGreater Philadelphia, United States View →
4 education records

Jonathan Smith, Cfa, Cfp® education

Cfa, Chartered Financial Analyst

Aimr

Mba, Finance & Strategic Management

Wharton School Of Business

Bs, Medical Technology

Thomas Jefferson University

Cfp

Cfp Board
FAQ

Frequently asked questions about Jonathan Smith, Cfa, Cfp®

Quick answers generated from the profile data available on this page.

What company does Jonathan Smith, Cfa, Cfp® work for?

Jonathan Smith, Cfa, Cfp® works for DT Investment Partners, LLC.

What is Jonathan Smith, Cfa, Cfp®'s role at DT Investment Partners, LLC?

Jonathan Smith, Cfa, Cfp® is listed as Chief Investment Officer at DT Investment Partners, LLC at DT Investment Partners, LLC.

What is Jonathan Smith, Cfa, Cfp®'s email address?

AeroLeads has found 1 work email signal at @dtinvestmentpartners.com for Jonathan Smith, Cfa, Cfp® at DT Investment Partners, LLC.

What is Jonathan Smith, Cfa, Cfp®'s phone number?

AeroLeads has found 1 phone signal(s) with area code 484 for Jonathan Smith, Cfa, Cfp® at DT Investment Partners, LLC.

Where is Jonathan Smith, Cfa, Cfp® based?

Jonathan Smith, Cfa, Cfp® is based in Chadds Ford, Pennsylvania, United States while working with DT Investment Partners, LLC.

What companies has Jonathan Smith, Cfa, Cfp® worked for?

Jonathan Smith, Cfa, Cfp® has worked for Dt Investment Partners, Llc, The Haverford Trust Company, Andres Capital Management, and Dupont Capital Management.

Who are Jonathan Smith, Cfa, Cfp®'s colleagues at DT Investment Partners, LLC?

Jonathan Smith, Cfa, Cfp®'s colleagues at DT Investment Partners, LLC include Andrew Zimmerman, Charles Smith, Stacey Scheb, Heidi Werner, and Ryan Omensetter.

How can I contact Jonathan Smith, Cfa, Cfp®?

You can use AeroLeads to view verified contact signals for Jonathan Smith, Cfa, Cfp® at DT Investment Partners, LLC, including work email, phone, and LinkedIn data when available.

What schools did Jonathan Smith, Cfa, Cfp® attend?

Jonathan Smith, Cfa, Cfp® holds Cfa, Chartered Financial Analyst from Aimr.

What skills is Jonathan Smith, Cfa, Cfp® known for?

Jonathan Smith, Cfa, Cfp® is listed with skills including Asset Allocation, Wealth Management, Mutual Funds, Portfolio Management, Asset Management, and Retirement Planning.

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