WHY IS DELEGATE DIFFERENT?
We’ve worked for the big banks. We’ve worked for independent firms. We’ve studied the endless fine print that comes with any financial decision. From our collective experience, we believe our clients want the following from their financial advisor:
Advice without the potential conflicts that come with the Wall Street and big bank models.
A true fiduciary partner that helps you with more than just your investment portfolio.
Access to the CIO with all investment opportunities vetted.
No commissions or hidden fees.
Above all else, we’ve learned to listen. Truth is, there are a lot of reasons clients choose Delegate. But the reason our clients stay with us is because we care. Learn what this means.
WE LOOK AT THE HORIZON
No two clients are alike. The most important thing we do is to create customized plans for our clients – each unique, but all fundamentally based on our clients’ long-term goals. This is the Horizon model and serves as our guide for every decision.
WE ARE FIRM BELIEVERS IN PATIENT BUT FLEXIBLE CAPITAL.
“Patient but flexible capital” means keeping your money on a steady path without overreacting to short-term fluctuations, while maintaining the ability to deviate when appropriate opportunities arise.
WE BELIEVE IN THE GOLDEN RULE.
This means doing what’s right every step of the way with transparency and accountability. It means we would never do anything with your money that we wouldn’t do with our own.
WE PREFER TO TAKE OUR TIME.
Our methodical pace is set to check and recheck every transaction to minimize mistakes and ensure that every decision stays true to your long-term goals.
WE REDUCE THE NOISE.
We evaluate your existing portfolio to identify areas to improve efficiency. Often, a few simple changes make a big difference, creating portfolios that are simplified, more cost-effective and easier to oversee.
OUR STORY: AT THE INTERSECTION OF LIFE + WEALTH
After starting his career in the banking industry, our founder Andy Hart learned early on that while he loved working closely with families to manage their wealth, he was conflicted when pressured to recommend proprietary products that were often overpriced or inferior to other options. There had to be a better way to serve clients.
At the intersection of life and wealth, Delegate was born from a desire to offer client families a better way to manage their financial lives. From the beginning, Delegate Advisors was built to offer families a whole wealth solution covering everything from investments to taxes to wealth planning to risk management, in an independent setting without the burden of sales pressure and conflicts of interest.
Today, Delegate Advisors is led by a five-member board and a team consisting of some of the brightest in the business with experience across a broad spectrum of financial and investment responsibilities.
Most importantly, we are genuine. Friendly. Loyal. And we truly care about our clients.
Our people are your people. Meet the team.
Chief Executive Officer
Experience: 26 Years
Prior to joining Delegate, Andy worked in the Silicon Valley office of Brownson, Rehmus & Foxworth Inc. (“BRF”) starting in 2003. At BRF, Andy served families with more than $850 million in net worth, and served as the Co-Chair of the firm’s Public Markets Committee, and as a member of the firm’s Investment Strategy Committee. Since 1995, Andy has advised high net worth individuals and families on establishing financial objectives, defining appropriate asset allocation targets, and implementing investment programs. Preceding his tenure at BRF, Andy was a Director and Senior Member of Credit Suisse First Boston’s Private Client Services Group (“CSFB”) in San Francisco. Prior to joining Donaldson, Lufkin & Jenrette (later acquired by CSFB) in 1997, Andy was a Principal with Montgomery Securities.
Before joining Montgomery, Andy has roles as a Senior Vice President and National Director of Asset and Liability Management for Oppenheimer & Co. and Vice President in the Capital Markets Group at Chemical Bank’s largest subsidiary, Texas Commerce Bank, in Houston, TX. Andy has deep experience with hedging devices and fixed income stemming from his banking experience with structured finance and asset and liability management.
Andy received a BBA with concentrations in Finance and Accounting from The University of Texas at Austin. He is a CERTIFIED FINANCIAL PLANNER™ practitioner.
PAUL PEREZ, CFA
THOMAS REVELLE, MBA
Keosha joined Delegate as an Analyst in 2019. Prior to joining the Delegate team, Keosha was a revenue officer for the North Carolina Department of Revenue, where she assisted business owners and individual taxpayers with maintaining North Carolina tax compliance. Prior to serving at the NCDOR, Keosha worked as a sales and services representative of First Citizens Bank, where she provided account management for business and personal clients.
She graduated from The University of North Carolina at Chapel Hill with dual Bachelor’s Degrees in Business Management and Sociology. In 2013, she graduated from North Carolina Central University with a Master’s in Business Administration.
Keosha lives in Durham, North Carolina with her husband Lyndon and daughter Peyton.
Before joining Delegate, Paul was the CEO and CIO of Springcreek Advisors, LLC. Other positions held by Paul were Managing Director at Northern Trust, NA, Director of Strategic Initiatives at HRJ Capital, Managing Member and CIO of Lyon Ventures, LLC, Managing Director of the U.S. Trust Company of New York, Chief Investment Strategist at The Scion Group LLC, Head of Portfolio Management at Credit Suisse Private Banking (New York), and Portfolio Manager at Bankers Trust Company (New York).
Paul serves on the Board of Advisors of HG Capital, a real estate private equity firm. Paul is a member of the Order of Malta and a Director of the Jesuit Refugee Service/USA.
Paul earned a B.A., summa cum laude, in philosophy from Loyola Marymount University, a M.A., with distinction, in philosophy from Boston College and a M.B.A. from Stanford University. Paul holds the Chartered Financial Analyst designation.
Thomas joined Delegate Advisors as an Analyst in 2016. Prior to joining Delegate Advisors, Thomas held jobs in healthcare IT, customer service, and elementary education. He also spent five years coaching the men’s rowing team at UNC – Chapel Hill. One of his boats won the ACRA National Championship in 2012 in the Novice Men’s 4+ division.
While at UNC, Thomas earned a BA in Biology. After working in education for several years, he went back to school part-time at Elon University. In the spring of 2016 he earned an MBA from Elon and graduated as a member of the Beta Gamma Sigma Honor Society. Thomas lives in Carrboro, NC with his wife, Rachael, and loves the fact that he can bike to work.
Director of Advisory Services
Morgan was previously a partner at Fort Point Capital Partners, a wealth and asset management company where she was responsible for the operations of thirty client relationships. As a founding partner of Fort Point Capital, she was responsible for designing and implementing all of Fort Point’s operational process and systems. Prior to Fort Point, she was an associate at Presidio Financial Partners LLC and a financial advisor at Merrill Lynch. At both firms, she worked on a team that served ultra-high net worth clients.
Prior to Merrill Lynch, she worked as a paralegal for Cooley Godward in the estate planning group. She currently serves on the board of the Aquarium of the Bay and the Bay Institute.
Morgan graduated with honors from Trinity College, in Hartford, Connecticut. She attended UC Berkeley’s Haas School of Business Base Program and received a Certified Financial Planner Certificate. Morgan lives with her husband Bill, daughters Dylan, Blake and Evan and black lab Jasper in sunny Lafayette a mile from where she grew up.
Director of Portfolio Management
Senior Investment Strategist
Experience: 28 Years
Designations: CFA, CAIA
Dunkin manages the procedures of the Investment Team at Delegate Advisors. Prior to joining Delegate, Dunkin was a Strategic Partnership Officer at the South Carolina Retirement System Investment Commission (“SCRSIC”) where he played an integral role in developing and implementing SCRSIC’s Strategic Partnership program, which was used to take advantage of opportunistic investments across private equity, real estate, hedge funds, and credit.
Prior to fulfilling those responsibilities, he held a position as an Alternative Investment Officer. In addition to both of those roles, he also served as member of the SCRSIC’s Investment Committee and Asset Allocation Committee, and as Chair of the Co-Investment Committee. Dunkin received a degree in Finance from Wofford College.
Robert has over 15 years’ experience serving as the Chief Executive Officer and Chief Investment Officer for two multi-billion dollar public trust funds. Prior to these roles, he served as Treasurer and Senior Manager of Financial Services for the Texas Mutual Insurance Fund. He was previously Vice President of Treasury and Interest Rate Risk Manager of Franklin Federal Bancorp. He began his career in 1982 at the Bond Division of the Texas State Treasury. Graduating from the University of Texas at Austin with a BBA in Finance, he went on to earn a Master of Science degree in Finance from Louisiana State University.
Robert holds both the Chartered Financial Analyst and Chartered Alternative Investment Analyst professional designations.
JIM POWERS, CFA
Director of Investment Research, Chief Compliance Officer
Jim received his MBA from Duke University’s Fuqua School of Business with concentrations in investment finance and financial analysis in May of 2013. Prior to business school, Jim spent five years as an associate with the New York offices of law firms Skadden, Arps, Slate, Meagher & Flom LLP and Clifford Chance LLP where he represented large, global corporations in antitrust, white collar, and securities lawsuits and enforcement actions.
In addition to his MBA, Jim holds a JD from Villanova Law School, where he was an associate editor of the Villanova Law Review, and a BA in economics from Wake Forest University. Jim holds the Chartered Financial Analyst designation. He lives in Raleigh, NC with his wife Mackenzie, son Connor and dog Chloe.
Director of Business Operations
Data Analytics Associate
Carolyn is Director of Business Operations at Delegate Advisors, working out of the Chapel Hill office since joining the firm when it launched in January 2012. Prior to joining Delegate, Carolyn’s career spanned over 25 years in architecture and the real estate sector, where she built her own architecture practice before expanding her businesses into areas of construction, development, property management, eventually building a $25million portfolio of commercial and residential investment assets.
She completed her Bachelor of Architecture degree at Rice University in Houston, Texas where she graduated magna cum laude and was inducted into the Phi Beta Kappa Honor Society. She went on to receive her Master of Architecture from Princeton University in 1991 and was licensed to practice in Texas and Arkansas from 1994 through 2009. She began her with the internationally recognized firms of I M Pei & Partners in New York and Barton Meyers Associates in Los Angeles, and later taught at the University of Texas at Arlington.
Carrie was previously an Accounting Manager at Red Hat, a provider of open source technology, in Raleigh, NC, where she was responsible for the monthly financial close and worldwide consolidation process. Prior to Red Hat, Carrie worked for Investors Bank & Trust, a financial services company in Boston, for over 7 years in various managerial roles supporting the accounting for the investment portfolio as well as the financial close and worldwide consolidation process
Prior to these corporate roles, Carrie worked for Haggett, Longobardi & Company, a regional public accounting firm, in Glastonbury, Connecticut, for 6 years, where she focused on accounting and auditing services for clients.
Carrie graduated cum laude from Bentley College in Waltham, Massachusetts, with a Bachelor of Science in Accountancy, and she passed the CPA exam upon graduation. While in Boston, she completed her MBA with a finance concentration from Suffolk University.
Carrie lives with her husband Paul and two sons, Vikram and Ravi, in Durham, North Carolina.
Hannah joined Delegate Advisors the summer of 2016 as an analyst where she is responsible for maintaining the reporting systems.
She graduated from Singapore Management University in 2015 where she double-majored in Accounting and Finance with a concentration in Corporate Financial Management. While in college, Hannah began working as the main accountant for a Chinese market strategy consulting firm and an automobile start-up. She continued in both functions until she joined the team at Delegate.
After living in 6 different cities across the world, Hannah has settled down in Wake Forest, NC. She follows her passion for international languages through her volunteer work as a Mandarin-English translator.