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.