Mr. Blair III, Director of Wealth Management, is responsible for developing and maintaining all aspects of the firm’s client base. He is also responsible for maintaining and enhancing the firm’s marketing and presentation materials, participating as a member of the portfolio management team, overseeing the firm’s client relationship management system, and ensuring that the firm stays current with the most up-to-date financial software tools.
Prior to joining DTIP, Mr. Blair was a Senior Financial Advisor with Vanguard. During his eight years at Vanguard, he was responsible for managing the investment portfolios for clients with diverse financial backgrounds. He created comprehensive financial plans built on investment, tax, cash flow, insurance, and estate planning needs. Mr. Blair is a Certified Financial Planner and a graduate of Ursinus College with a B.A. in Economics.