Delegate Advisors Information
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 100K and 5.0M. To connect with Delegate Advisors employee register on SignalHire.
Organization Website | delegateadvisors.com |
Social Links |   |
Industries | |
Headquarters Location | 1215 Environ Way, Chapel Hill, NC, 27517 US |
Employees Size | 10-50 employees |
Specialties | Wealth 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 Code | 7380 |
DMA Code | San Francisco Bay Area |
Founded | 2012 |
Estimated Annual Revenue | $100K - 5.0M |
Operating Status | Independent Company |
Employees Turnover 3 quarter 2025
Length of Employment
Employee tenure at Delegate Advisors shows a diverse range of experience levels:
6% have been with the company for less than 1 year13% for 1–2 years13% for 3–4 years6% for 5–7 years13% for 8–10 years50% have over 11 years of service at Delegate AdvisorsContact top employees from
Delegate Advisors
Benjamin Thompson
President and Chief Investment Officer
Carolyn Ovaitt
Chief Compliance Officer
Carrie Couto
Corporate Controller
Maria Storozheva
Advisory Associate
Andrew Hart
Managing Partner
Robert Borden
Chief Investment Officer, Chief Financial Officer and Managing Partner
James Powers
Director of Investment Research, Partner
Brian Miner
Partner
Michael Burgess
Independent Consultant
Daniel Eichenberger
Senior Associate, Investments
Hannah Yap
Senior Associate, Operations and Data Analytics
Thomas Revelle
Advisory Associate
Emma Taylor
Investment Analyst
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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 4.3M.
