DT Investment Advisors

As Founder & CEO of DT Investment Advisors, Dave oversees delivery of investment advice and is architect of the firm's client experience. Dave provides comprehensive, direct, and transparent investment advisory services to individuals, families, foundations, and institutional investors.

During an accomplished 25-year career in finance, Dave was Managing Director and Associate Head of Equity Trading Americas at BlackRock where he was instrumental in building one of the largest, most respected, professional buy-side trading desks in the world. Dave was also head of BlackRock's Boston equity and options trading desk while actively trading on a daily basis and delivering value added services tailored to the needs of each portfolio manager.

Dave earned an MBA in Finance from The Pennsylvania State University and a Bachelor of Arts in Business Administration from Augustana College. In addition to being a CFA Charterholder, Mr. Dalzell holds the following FINRA registrations: Series 4, 7, 24 57/TP, 63, 65, and 99.
 

John provides comprehensive, direct, and transparent investment advisory services to individuals, families, foundations, and institutional investors.

John is a former Director of Trading at BlackRock where he spent 17 years trading U.S. and Global Equities for Portfolio Managers on the BlackRock Fundamental Equities platform. His experience includes trading for Small, Mid, and Large Cap Growth and Value products along with a Long/Short Healthcare Hedge Fund. Most recently Mr. Stefanelli was Head Trader at Schneider Capital Management, trading U.S. Small and Mid Cap stocks as well as U.S. Equity index options.

John earned a Bachelor of Science in Marketing and a Minor in Business Logistics from the Pennsylvania State University. Mr. Stefanelli holds the following FINRA registrations: Series 7, 57, 63 & 65.