Delegate Advisors: Detailed Company Information & Corporate Profile

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Summary

Delegate Advisors is a private company. The business currently specializes in Financial Services area. Delegate Advisors's headquarter is located at San Francisco, California, USA. The number of employees is at least 25. Register with SignalHire to connect with Delegate Advisors employees and management.

Delegate Advisors Websitedelegateadvisors.com
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Industries
Delegate Advisors Headquarters address1215 Environ Way, Chapel Hill, NC, 27517 US
Company Size10-50 employees
SpecialtiesWealth management, Risk management, Strategic and tactical asset allocation, Manager selection, Performance reporting, Direct investment due diligence, Financial education, Tax planning, Trust and estate planning, Wealth transfer, Philanthropy planning
SIC Code7380
DMA CodeSan Francisco Bay Area
Founded2012
Estimated Annual Revenue$1 - 10M
Operating StatusIndependent Company
Updated:2026-08-05

Workforce Turnover

Number of employees switched from or switched to

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Total employee turnover

Length of Employment

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Delegate Advisors's workforce includes employees across a wide range of tenure levels.

13% have been with the company for 3 to 4 years25% have been with the company for 5 to 7 years13% have been with the company for 8 to 10 years50% have been with the company for more than 11 years

Former Employees: Role Changes

Role at Former Company
Role at New Company
Contact top employees from Delegate Advisors
Benjamin Thompson
Benjamin ThompsonPresident and Chief Investment Officer
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Sharecca
ShareccaAdvisory Associate
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Carolyn Ovaitt
Carolyn OvaittChief Compliance Officer
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Maria Storozheva
Maria StorozhevaAdvisory Associate
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Andrew Hart
Andrew HartManaging Partner
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James Powers
James PowersDirector of Investment Research, Partner
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Michael Burgess
Michael BurgessIndependent Consultant
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Daniel Eichenberger
Daniel EichenbergerSenior Associate, Investments
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Hannah Yap
Hannah YapSenior Associate, Operations and Data Analytics
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Jessica Nelson
Jessica NelsonAssociate, Operations and Data Analytics
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Thomas Revelle
Thomas RevelleAdvisory Associate
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Delegate Advisors Corporate Information: FAQ

Delegate Advisors operates in the Finance industries. More details can be found on the official website: delegateadvisors.com.
Delegate Advisors has offices located in Chapel Hill, US.
The headquarters of Delegate Advisors are located in Chapel Hill, United States.
Delegate Advisors currently employs 10-50 people.

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