Relationships that last. Advice you can rely on.
DT Investment Partners, LLC is a privately-owned, SEC registered investment advisor. The firm's strength lies in the combined experience of its principals, who serve as investment managers for individuals, families, and institutions. The firm's Investment Management focus is to deliver competitive market returns within well-defined risk parameters by combining vehicles that encompass the market's systematic risk with tactical asset allocation decisions. Each investor relationship is treated as a unique opportunity to create value within a given set of risk and return objectives.
Sorted by 3-year return. Returns are TWRR, net of fees; CAGR above 1 year.
DT INDIA STRATEGY
Ryan Omensetter
Fund managerPortfolio Manager
Mr. Omensetter, Portfolio Manager, is responsible for managing the taxable and tax-free fixed income portfolios as well as implementing client asset allocation strategies. His primary responsibilities include security selection, trading and credit research for fixed income portfolios. He also serves as additional support for the firm's Trading and Operations team. Prior to joining DT Investment Partners, LLC, he spent six years with Schroder Investment Management Inc. N.A. While at Schroders, Mr. Omensetter held roles on both the tax-exempt and taxable fixed income trading desks as a fund management assistant as well as a client specialist and research analyst. He is a graduate of the University of Scranton with a Bachelors of Science degree in Finance. Mr. Omensetter is a member of DT Investment Partners' Investment Selection Team.
Jonathan D. Smith
Co-founder, Chief Executive Officer, & Chief Investment Officer
CFA, CFP®
Mr. Smith is a co-founder, CEO, and Chief Investment Officer of DT Investment Partners, LLC. He is responsible for establishing DT Investment Partners' long-term strategic asset allocation benchmarks based on proprietary optimization procedures. He also assists in implementing client asset allocation strategies and managing DT Investment Partners' tax-free fixed income portfolios, is involved in establishing and cultivating relationships with financial advisors, and directs and monitors the company's investment philosophy and process. Mr. Smith previously served as Vice President and Chief Investment Officer of Fixed Income at The Haverford Trust Company. He also served as President of Andres Capital Management and head of the firm's fixed income research efforts and managed DuPont Capital Management's Performance Measurement and Attribution Group. Comprising 30 years, his broad background in the investment management industry includes strategy consulting with PricewaterhouseCoopers and his work as a fixed income portfolio manager at Martindale Andres & Co., Inc. Mr. Smith is a CFA charter holder and member of both the Financial Analysts of Philadelphia and the Association for Investment Management and Research. He is a graduate of Thomas Jefferson University and received an M.B.A from the Wharton School of the University of Pennsylvania. Mr. Smith is a member of DT Investment Partners' Investment Selection Team.
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
John L. Blair
Co-founder & Managing Director of Client Relations & Marketing
Mr. Blair is a co-founder and Managing Director of Client Relations and Marketing for DT Investment Partners, LLC. He is responsible for developing and maintaining all aspects of client relationships for DT Investment Partners' diverse client base that includes institutions, individuals and sub-advisory clients. In addition to his relationship management responsibilities, he directs sales and marketing efforts. Mr. Blair previously was a Vice President with Clermont Wealth Strategies. Other roles during his 36 years of investment industry experience have included Vice President and Portfolio Manager with The Haverford Trust Company, where he was responsible for developing client relationships and managing investment portfolios along with leading the firm's product distribution to many of the nation's leading brokerage firms, and Vice President with Wachovia Bank, where he was responsible for the management, sales, and marketing of the firm's products and services in Chester and Western Delaware Counties in Pennsylvania. Mr. Blair is a graduate of Millersville University with a B.A. in Economics. Mr. Blair is a member of DT Investment Partners' Investment Selection Team.
Erin S. Moore
Director of Trading & Operations
Ms. Moore, Director of Trading and Operations, is responsible for assisting in the implementation of client asset allocation strategies and periodic portfolio rebalancing. Ms. Moore is in charge of all middle and back office operations related to asset management. She is one of the team's primary traders and ensures that client portfolios are positioned to accurately reflect the model portfolios set forth by the investment team. Prior to joining DT Investment Partners, she spent 12 years at the Haverford Trust Company, including time as Operations Manager. She started her career at AdvisorPort (since renamed PNC Managed Investments Inc.) where her responsibilities included supporting financial advisors in the management of separately managed accounts including client account set up, trading, and client performance reporting. Ms. Moore has 25 years of investment industry experience. She graduated from Villanova University with a Bachelor of Arts degree. Ms. Moore is a member of DT Investment Partners' Investment Selection Team.
Stacey A. Scheb
Chief Compliance Officer
Ms. Scheb, Chief Compliance Officer, has the primary responsibility of overseeing all investment adviser related compliance. Ms. Scheb joined DTIP in 2015 as the Associate Director of Client Services, with the primary responsibility of supporting all of the firm's new and existing advisors and client relationships. Her responsibilities include oversight of multiple custodial relationships, relationship management and the monitoring of ongoing client accounts to ensure adherence with the client's specific investment policy statement. Prior to joining DTIP, Ms. Scheb was an Operations Manager at BNY Mellon working closely with the Compliance department implementing and overseeing compliance related policies and procedures. Prior to BNY Mellon, she held operational and client servicing roles with PNC Investments. Ms. Scheb is a graduate of Cabrini College with a Bachelor of Arts degree and previously held FINRA Series 7 and 24 licenses.
John L. Blair III
Director of Wealth Management
CFP
Mr. Blair III, Director of Wealth Management, is responsible for developing and maintaining all aspects of the firm's client base. He is also responsible for maintaining and enhancing the firm's marketing and presentation materials, participating as a member of the portfolio management team, overseeing the firm's client relationship management system, and ensuring that the firm stays current with the most up-to-date financial software tools. Prior to joining DTIP, Mr. Blair was a Senior Financial Advisor with Vanguard. During his eight years at Vanguard, he was responsible for managing the investment portfolios for clients with diverse financial backgrounds. He created comprehensive financial plans built on investment, tax, cash flow, insurance, and estate planning needs. Mr. Blair is a Certified Financial Planner and a graduate of Ursinus College with a B.A. in Economics.
Cameron Kenny
Investment Sales Assistant
Ms. Kenny, Investment Sales Assistant, has the primary responsibility of supporting the firm's sales and marketing team. Her roles include: processing new account activities and documentation, acting as a liaison to clients on various matters, managing the firm's client relationship management system along with the firm's website. As with all professionals of DTIP, her primary goal is to continuously keep the needs of the client first and foremost. Prior to joining DT Investment Partners, she worked at Team Toyota for over two years in the accounting department where she was responsible for preparing legal documents for title and registration, assisting with general accounting procedures, and communicating with customers on a daily basis. She is a lifelong resident of Chester County and attended West Chester University.
Luke P. Smith
Wealth Advisor
Mr. Smith is a Registered Investment Advisor responsible for working with clients in all aspects of the client experience at DTIP. He is currently pursuing his designation as a Certified Financial Planner while supporting the advisory team in the construction of financial plans for existing and prospective clients. Prior to joining DTIP, Mr. Smith was an advisory associate with FS Investments, an alternative investments firm. During his time at FS, he was responsible for understanding and communicating financial products with advisors to meet their clients' specific needs & goals. Mr. Smith holds Series 7, 63, & 65 licenses and is a graduate of Drexel University where he received his Bachelor of Science in Business Administration.
Michael D'Antonio
Wealth Advisor and Co-Director of Client Relations
CFP
Mr. D'Antonio partners with clients in all aspects of financial planning and client experience at DTIP. He also supports the firm's broader relationship management, sales, and marketing strategies. Prior to joining DTIP, Mr. D'Antonio worked both as a financial advisor and in multiple leadership positions at Vanguard. During his ten years at Vanguard, he was responsible for managing client investment portfolios and comprehensive financial planning needs, as well as leading teams of junior advisors and advisor managers. Mr. D'Antonio is a Certified Financial Planner and a graduate of the University of Delaware, with a B.A. in History and a minor in Business Administration. He is currently registered as an Investment Advisor Representative with DT Investment Partners and has previously held his Series 7 and 24 licenses.
Peter Detwiler
Wealth Advisor
Mr. Detwiler is a Wealth Advisor at DTIP where he supports the advisory team and clients across every stage of the client experience, from final plan construction and portfolio review to ongoing service for existing and prospective clients. He is currently pursuing his series 65 license as a step toward earning the Certified Financial Planner (CFP) designation. Prior to joining DTIP, Mr. Detwiler was an intern with NewSpring Capital and a member of Marquette's Applied Investment Management (AIM) program where he gained experience and understanding of the full scope of the investment process. Mr. Detwiler is a graduate of Marquette University, where he received his Bachelor of Science in Business Administration with dual majors in Finance and AIM. Additionally, he was a captain of Marquette's Division 1 lacrosse team, currently competes in the Premier Lacrosse League, and enjoys coaching the game locally.
Charles Smith
Financial Operations Analyst
Mr. Smith supports DT Investment Partners' Trading and Operations team, assisting in the implementation of client asset allocation strategies and portfolio rebalancing activities. Working closely with the Director of Trading & Operations, he plays a key role in middle and back-office functions related to asset management, including trade support, client account administration, and operational reporting. Mr. Smith holds the Series 65 license and is a graduate of The University of Scranton where he received his Bachelor of Science in Finance.
© 2026 Wisefolio. Legal and disclaimers