Delta Asset Management, Llc
Delta is a registered investment advisor focusing on discretionary management of common stock and fixed income portfolios for corporations, individuals, retirement plans, pensions, and foundations. Our clients' portfolios range from all equity to all fixed income with a substantial portion being balanced with varying objectives.
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Verified contacts
5
available on Kipplo
LinkedIn employees
6
1 to 10 range
Open roles
—
no listings
Distinct roles
3
indexed titles
Tech stack
1
tools in use
Monthly traffic
47
organic / mo
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Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
- CJ
Chris Jones
Portfolio Manager · Finance & Accounting
EmailPhone - BB
Brandon Byrd
Portfolio Manager · Finance & Accounting
EmailPhone - DM
Dana Maury
Chief Compliance Officer and Vice President of Operations at Delta Asset Management · Operations
EmailPhone - JK
Jamie Kirshbaum
SVP · General Business & Management
EmailPhone
Showing 4 of 5 verified contacts
Top roles at Delta Asset Management, Llc
3 distinct titles indexed · top 3 shown.
- 2portfolio manager
- 1chief compliance officer and vice president of operations at delta asset management
- 1svp
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