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We Are Delegate

A team of profoundly caring individuals with decades of experience.

Andy Hart

Chief Executive Officer

Benjamin S. Thompson

President and Chief Investment Officer

Dunkin Allison

Director of Portfolio Management

Morgan Tarr

Director of Philanthropy, Values-Aligned Investing and Family Governance

Jim Powers, CFA

Director of Investment Research

Carolyn Ovaitt

Chief Compliance Officer, Director of Business Management

Hannah Yap

Senior Associate, Operations and Data Analytics

Keosha Joyce

Advisory Associate

Daniel Eichenberger

Senior Associate, Investments

Thomas Revelle

Senior Associate, Advisory

Sharecca Spaulding

Advisory Associate

Jessica Nelson

Associate, Operations and Data Analytics

Maria Spires

Advisory Associate

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See how we can help.

CHAPEL HILL, NC

101 Glen Lennox Drive
Suite 150
Chapel Hill, NC 27517

919-932-8400

Austin, TX*

Charleston, SC*

* Members of Delegate’s management team work from home offices in these locations, and Delegate does not maintain a permanent office in them.

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