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DT Investment Partners, LLC is a privately-owned, SEC registered investment advisor serving individuals, families, and institutions. The firm focuses on delivering competitive market returns within defined risk parameters by combining exposure to systematic market risk with tactical asset allocation decisions. Each client relationship is treated as a customized opportunity aligned with specific risk and return objectives.
DT Investment Partners emphasizes asset allocation and portfolio construction as primary drivers of long-term returns. The firm follows an active management approach balancing growth and income needs across market environments. Its philosophy is built on transparency through a repeatable investment process, diversification using ETFs, liquidity through publicly traded securities, and independence as a fiduciary advisor acting solely in clients’ best interests.
Ryan Omensetter
FMPortfolio Manager
Manages taxable and tax-free fixed income portfolios, responsible for security selection, trading, and credit research. Previously with Schroder Investment Management Inc. N.A. Graduate of the University of Scranton.
Jonathan D. Smith
Co-founder, Chief Executive Officer & Chief Investment Officer
Co-founder, CEO, and CIO responsible for long-term strategic asset allocation benchmarks based on proprietary optimization procedures. Oversees investment philosophy, tax-free fixed income portfolios, and advisor relationships. Holds CFA and CFP designations.
John L. Blair
Co-founder & Managing Director of Client Relations & Marketing
Co-founder responsible for developing and maintaining client relationships across institutions, individuals, and sub-advisory clients. Directs sales and marketing efforts.
Erin S. Moore
Director of Trading & Operations
Oversees implementation of asset allocation strategies, portfolio rebalancing, and middle and back-office operations. Brings 25 years of industry experience including prior roles at Haverford Trust Company and AdvisorPort. Graduate of Villanova University.
Stacey A. Scheb
Chief Compliance Officer
Oversees investment adviser compliance and custodial relationships. Previously served in compliance and operations roles at BNY Mellon and PNC Investments. Graduate of Cabrini College.
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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 III
Director of Wealth Management
Responsible for client relationship development, marketing materials, CRM oversight, and portfolio management support. Former Senior Financial Advisor at Vanguard. Certified Financial Planner and graduate of Ursinus College.
Cameron Kenny
Investment Sales Assistant
Supports sales and marketing functions, processes new account activities, and manages CRM and website operations. Graduate of West Chester University.
Luke P. Smith
Wealth Advisor
Works with clients across advisory functions and supports financial plan construction. Previously with FS Investments. Holds Series 7, 63, and 65 licenses and is a graduate of Drexel University.