Delegate Advisors: Detailed Company Information & Corporate Profile

Contact top employees from Delegate Advisors

Summary

Delegate Advisors is a private company. The company currently specializes in the Financial Services area. Its headquarters is located at San Francisco, California, USA. The number of employees ranges from 25 to 100. The annual revenue of Delegate Advisors varies between 1 and 10M. To connect with Delegate Advisors employee register on SignalHire.

Delegate Advisors Websitedelegateadvisors.com
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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

Workforce Turnover

Length of Employment

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

11% have been with the company for 1 to 2 years11% have been with the company for 3 to 4 years11% have been with the company for 5 to 7 years11% have been with the company for 8 to 10 years56% have been with the company for more than 11 years
Contact top employees from Delegate Advisors
Benjamin Thompson
Benjamin ThompsonPresident and Chief Investment Officer
Email (6)
b*******n@fieracapital.com , b*****************n@jpmorgan.com , b***************n@fieracapital.com , ...
Phone (1)
+1-***-***-1502
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Sharecca
ShareccaAdvisory Associate
Phone (1)
+1-***-***-1878
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Carolyn Ovaitt
Carolyn OvaittChief Compliance Officer
Email (4)
c***@gmail.com , c***@uta.edu , c***@bartonmyers.com , ...
Phone (2)
+1-520-***-**84 , +1-480-***-**47
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Maria Storozheva
Maria StorozhevaAdvisory Associate
Email (2)
m***@hotmail.com , s***@yahoo.com
Phone (4)
+1-520-***-**22 , +1-480-***-**10 , ...
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Andrew Hart
Andrew HartManaging Partner
Email (6)
a***t@delegateadvisors.com , a**y@delegateadvisors.com , a*********t@csfb.com , ...
Phone (1)
+1-***-***-6482
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James Powers
James PowersDirector of Investment Research, Partner
Email (2)
p***@atlasdiligence.com , p***@gmail.com
Phone (4)
+1-480-***-**45 , +1-870-***-**46 , ...
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Michael Burgess
Michael BurgessIndependent Consultant
Phone (1)
+1-***-***-0582
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Daniel Eichenberger
Daniel EichenbergerSenior Associate, Investments
Phone (1)
+1-***-***-3713
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Hannah Yap
Hannah YapSenior Associate, Operations and Data Analytics
Email (3)
y***@aol.com , y***@yahoo.com , y***@hotmail.com
Phone (3)
+1-480-***-**39 , +1-323-***-**08 , ...
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Jessica Nelson
Jessica NelsonAssociate, Operations and Data Analytics
Email (2)
j***@hotmail.com , n***@aimc.edu
Phone (4)
+1-480-***-**00 , +1-480-***-**15 , ...
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Thomas Revelle
Thomas RevelleAdvisory Associate
Email (4)
r***@hotmail.com , t***@delegateadvisors.com , t***@gmail.com , ...
Phone (1)
+1-909-***-**13
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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.
The headquarters of Delegate Advisors are located in Chapel Hill, United States.
Delegate Advisors currently employs 10-50 people.
Delegate Advisors's revenue is approximately 9.4M.

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