The Daniels + Tansey Team
Susan P. Benson, CPA-Tax and Accounting
Ms. Benson is the director of the firm’s tax planning group. She is a co-founder and co-managing partner of the firm. She is responsible for establishing and implementing tax planning strategies for individuals and estates and trusts as well as providing matrimonial consulting services. She received her Bachelor of Science in Accounting from the University of Delaware and has over 20 years of experience as a Certified Public Accountant (CPA) in Delaware. Ms. Benson is a member of the American Institute of Certified Public Accountants, the Delaware Society of Certified Public Accountants, and the Wilmington Tax Group, where she serves as president.
John L. Blair Jr. - Investment Management
Mr. Blair, Director of Client Relations, is responsible for developing and maintaining all aspects of client relationships for the diverse client base at D+T that includes institutions, individuals and sub-advisory clients. In addition to his relationship management responsibilities, Mr. Blair also directs the sales and marketing efforts of the firm. Prior to joining Daniels + Tansey, LLP, he was a Vice President with Clermont Wealth Strategies. Mr. Blair's other roles include 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. As a Vice President with Wachovia Bank, he was responsible for the management, sales, and marketing of the firm’s products and services in Chester and Western Delaware Counties in Pennsylvania. As a previous board member, he currently serves on the finance committee for Tyler Arboretum. Mr. Blair is a graduate of Millersville University with a B.A in Economics. He has 20 years of investment industry experience.
Christopher F. “Kit” Daniels, ChFC - Wealth Management
Mr. Daniels is the co-managing partner and director of the firm's financial planning and shared family office services groups. Mr. Daniels is a co-founder of the firm. He holds the professional designations Chartered Financial Consultant and Accredited Estate Planner. He is a graduate of the University of Delaware and a member of its faculty in the Division of Professional and Continuing Studies. He is a member of the Estate Planning Council of Delaware, the Wilmington Tax Group, and the Financial Planning Association. He also serves on the Professional Advisory Committee of the Delaware Community Foundation. Mr. Daniels has worked in the financial services industry for 30 years.
DeVon Williams Daniels, ChFC, CDFA - Wealth Management
Ms. Daniels, partner and director of the firm's wealth management and matrimonial services group, is a co-founder of the firm. Her professional background includes a financial planning concentration. She is responsible for the development of comprehensive wealth management strategies for individuals, families, and trusts. As director of the firm’s matrimonial services group, Ms. Daniels works with legal counsel in crafting financial strategies related to equitable distribution for families of wealth. Ms. Daniels is a Chartered Life Underwriter, Chartered Financial Consultant, Accredited Estate Planner, and Certified Divorce Financial Analyst. She is a graduate of the University of Maryland and is a member of the faculty in the Division of Professional and Continuing Studies at the University of Delaware. She is a member of the Estate Planning Council of Delaware, the Wilmington Tax Group, and the Financial Planning Association. She is also a Founder of The Fund for Women. Ms. Daniels has over 25 years of experience in the financial services industry.
Adele P. McIntosh, CPA - Tax and Accounting
Ms. McIntosh is a partner and co-founder of the firm. She is responsible for providing services that include tax planning and matrimonial consulting. Ms. McIntosh received her Bachelor of Science in Accounting from the University of Delaware and is a Certified Public Accountant (CPA) in the state of Delaware. Her business and professional affiliations include the American Institute of Certified Public Accountants (AICPA). Within the community she is actively involved in the Rotary Club of Brandywine, serving as president and treasurer. She has more than 20 years experience providing accounting, auditing, and tax services to small businesses and high net worth clients.
Daniel N. Mullen - Investment Management
Mr. Mullen is the Chief Compliance Officer responsible for overseeing all investment advisor related compliance activities for the firm. Prior to joining Daniels + Tansey, LLP, Mr. Mullen was a Vice President of the Haverford Trust Company. Prior to Haverford Trust, he was a Partner and Chief Compliance Officer of Andres Capital Management. Mr. Mullen's career also includes experience as President of PFG Distribution Company, a broker-dealer affiliate of the Philadelphia Financial Group. His investment advisory experience includes tenure as Chief Operating Officer and Chief Compliance Officer of Martindale Andres & Co. A graduate of LaSalle University, Mr. Mullen also holds an M.B.A. from Drexel University. He has a FINRA Series 65 license and is a member of the National Society of Compliance Professionals.
Margaret C. Ritter - Investment Management
Ms. Ritter, Partner and Portfolio Manager, is responsible for assisting in the establishment and implementation of client asset allocation strategies, building fixed income positions, and periodic portfolio rebalancing. Ms. Ritter is in charge of all back and middle office operations related to the asset management function. She is one of the team’s primary traders and ensures client portfolios are positioned to accurately reflect the model portfolios set forth by the investment team. Prior to joining Daniels + Tansey, LLP, she was a Senior Investment Officer in the fixed income group of Haverford Trust. Ms. Ritter also worked at 1838 Investment Advisor LLP, where her primary role was fixed income trading as well as overseeing trade settlement and administrative personnel as Vice President of Operations. She started her career at Merrill Lynch Capital Markets where her responsibilities included working with the broker dealer community and bank trust departments to trade for their taxable fixed income portfolios. Ms. Ritter has 29 years of investment industry experience.
Jonathan D. Smith, CFA - Investment Management
Mr. Smith, Partner and Chief Investment Officer , is responsible for establishing D+T’s long-term strategic asset allocation benchmarks based on proprietary optimization procedures. Mr. Smith also assists in implementing client asset allocation strategies and managing D+T’s tax-free fixed income portfolios. He is involved in establishing and cultivating relationships with financial advisors and directs and monitors Daniels + Tansey’s investment philosophy and process. Prior to joining Daniels + Tansey, LLP, he served as Vice President and Chief Investment Officer of Fixed Income at Haverford Trust. Mr. Smith 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. 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. Mr. Smith is a graduate from Thomas Jefferson University and also received an M.B.A from the Wharton School of the University of Pennsylvania. He has 16 years of investment industry experience.
Ann Taylor Tansey, CPA - Tax and Accounting
Ann was the founder of the CPA firm Ann Taylor Tansey & Company and a co-founder of Daniels + Tansey, LLP. Her responsibilities include tax planning for individuals, trusts, and estates. Ms Tansey received her Bachelor of Science in Accounting from the University of Delaware. She received her Master of Science in Taxation from Widener University. Ms. Tansey’s professional credentials include Certified Public Accountant (CPA) in the state of Delaware and Accredited Estate Planner (AEP), awarded by the National Association of Estate Planning Councils. She is a member of the American Institute of Certified Public Accountants, Delaware Society of Certified Public Accountants, and the Wilmington Tax Group. She has 38 years of experience in Certified Public Accounting.
Andrew C. Zimmerman - Investment Management
Mr. Zimmerman, Partner and Chief Investment Strategist, is responsible for identifying tactical investment opportunities given the current investment landscape and working with Daniels + Tansey’s Chief Investment Officer to implement such tactical decisions into client portfolios. Mr. Zimmerman runs all technical analysis involved in the firm’s risk management processes and manages the firms taxable fixed income strategies. He has primary responsibility for the firm’s security selection decisions as it relates to the asset allocation strategies. Prior to joining Daniels + Tansey, LLP, Mr. Zimmerman was a Vice President and Fixed Income Portfolio Manager at Haverford Trust where he directed and monitored the taxable fixed income investment strategy with respect to duration, yield curve positioning, and sector allocation. Prior to Haverford Trust, Mr. Zimmerman was a Managing Director of the Evergreen Investments Customized Fixed Income Group where he was responsible for the supervision of Domestic and Global Investment Strategies for $120 billion in assets. He began his career with J.P. Morgan in their financial management education program and as a liquidity products trader in the Bank’s Treasury Department. He is a member of the Philadelphia Society of Financial Analysts. Mr. Zimmerman graduated with a Bachelor of Arts in Economics from the University of Delaware. He has 18 years of investment industry experience.