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 has served as president and treasurer.
John L. Blair Jr. - Co-Founder and Managing Director of Client Relations and Marketing - DT Investment Partners, LLC
phone: 302-442-6203
email: jblair@danielstansey.com
Mr. Blair is a co-founder and Managing Director of Client Relations and Marketing for DT Investment Partners, LLC, an affiliate of Daniels + Tansey, LLP. 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.
Prior to the creation of DT Investment Partners, LLC, Mr. Blair was a Director of Client Relations and Marketing for Daniels + Tansey, LLP. DT Investment Partners, an affiliate of Daniels + Tansey, was created to separate investment management from other financial consulting activities.
Mr. Blair previously was a Vice President with Clermont Wealth Strategies. Other roles during his 22 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. A former 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 and holds FINRA Series 7, 63, and 65 licenses.
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Christopher F. “Kit” Daniels, ChFC - Wealth Management
phone: 302-442-6205
email: cdaniels@danielstansey.com
Mr. Daniels is a co-founder of the firm and director of the firm's financial planning and shared family office services groups. He holds the professional designations Chartered Financial Consultant and Accredited Estate Planner. He is a graduate of the University of Delaware and 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 35 years.
DeVon Williams Daniels, ChFC, CDFA - Wealth Management
phone: 302-442-6207
email: ddaniels@danielstansey.com
Ms. Daniels, managing partner and director of the firm's wealth management and matrimonial services group, is a co-founder of the firm. 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. 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 30 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 - Chief Compliance Officer - DT Investment Partners, LLC
Mr. Mullen is Chief Compliance Officer for DT Investment Partners, LLC, an affiliate of Daniels + Tansey, LLP. He oversees all investment adviser related compliance.
Prior to the creation of DT Investment Partners, LLC, Mr. Mullen was the Chief Compliance Officer for Daniels + Tansey, LLP. DT Investment Partners, an affiliate of Daniels + Tansey, was created to separate investment management from other financial consulting activities.
Mr. Mullen previously was a Vice President of The Haverford Trust Company. Other positions include Partner and Chief Compliance Officer for Andres Capital Management; President of PFG Distribution Company, a broker-dealer affiliate of the Philadelphia Financial Group where he was the Chief Compliance Officer; and Chief Compliance Officer and Chief Operating Officer of Martindale Andres & Company. A graduate of LaSalle University, he earned his M.B.A. from Drexel University. He holds a FINRA Series 65 license and is a member of the National Society of Compliance Professionals.
Margaret C. Ritter -Co-Founder and Senior Investment Manager - DT Investment Partners, LLC
Mrs. Ritter is a co-founder and Senior Investment Manager for DT Investment Partners, LLC, an affiliate of Daniels + Tansey, LLP. She is responsible for assisting in the establishment and implementation of client asset allocation strategies, building fixed income positions, and periodic portfolio rebalancing. In addition to the investment manager responsibilities, she oversees all back and middle office operations related to the asset management functions, is one of the team’s primary traders and ensures client portfolios are positioned to accurately reflect the model portfolios set forth by the firm’s security selection decisions as they relate to the asset allocation strategies.
Prior to the creation of DT Investment Partners, LLC, Mrs. Ritter was a partner and Investment Manager for Daniels + Tansey, LLP. DT Investment Partners, an affiliate of Daniels + Tansey, was created to separate investment management from other financial consulting activities.
Mrs. Ritter previously was a Senior Investment Officer in the fixed income group of The Haverford Trust Company. Her 33 years of investment industry experience include positions 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, and at Merrill Lynch Capital Markets, where as a financial advisor she was responsible for working with the broker dealer community and bank trust departments to trade for their taxable fixed income portfolios, as well as being responsible to oversee the administrative assistants as the Senior Registered Sales Administrator. She graduated with an Associate of Science degree in Accounting from Delaware County Community College and holds FINRA Series 7 and 63 licenses.
Jonathan D. Smith, CFA -Co-Founder, Chief Executive Officer, and Chief Investment Officer - DT Investment Partners, LLC
Mr. Smith is a co-founder, CEO, and Chief Investment Officer of DT Investment Partners, LLC, an affiliate of Daniels + Tansey, LLP. 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.
Prior to the creation of DT Investment Partners, LLC, Mr. Smith was a partner and Chief Investment Officer for Daniels + Tansey, LLP. DT Investment Partners, an affiliate of Daniels + Tansey, was created to separate investment management from other financial consulting activities.
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 18 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.
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 -Co-Founder and Chief Investment Strategist - DT Investment Partners, LLC
Mr. Zimmerman is a co-founder and Chief Investment Strategist for DT Investment Partners, LLC, an affiliate of Daniels + Tansey, LLP. He is responsible for identifying tactical investment opportunities given the current investment landscape and working with DT Investment Partners’ Chief Investment Officer to implement such tactical decisions into client portfolios. He runs all technical analysis involved in the firm’s risk management processes, manages its taxable fixed income strategies, and has primary responsibility for its security selection decisions as they relate to the asset allocation strategies.
Prior to the creation of DT Investment Partners, LLC, Mr. Zimmerman was a partner and Chief Investment Strategist for Daniels + Tansey, LLP. DT Investment Partners, an affiliate of Daniels + Tansey, was created to separate investment management from other financial consulting activities.
Mr. Zimmerman previously was a Vice President and Fixed Income Portfolio Manager at The Haverford Trust Company where he directed and monitored the taxable fixed income investment strategy with respect to duration, yield curve positioning, and sector allocation. His 20 years of investment industry experience includes serving as 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 its financial management education program and as a liquidity products trader in the Bank’s Treasury Department. A member of the Philadelphia Society of Financial Analysts, he graduated with a Bachelor of Arts in Economics from the University of Delaware.