Anthony DeLuca is a Certified Financial Planner Professional and Partner with Delta Advisory Group, Inc., a Registered Investment Advisor located in Maitland, FL. He currently manages client assets totaling over $170 million. He is also an integral part of Delta's 401(k) team and an active part of the education and retention of 401(k) participants.
Graduating Summa Cum Laude, he earned both a Geoscience degree and a Geographical Information Systems certificate at Florida Atlantic University while playing Division 1 College Football for three years.
Anthony made his transition into the Financial Services Industry after spending the first part of his career in the world of Civil Engineering. He has also held several security licenses including the Series 65 - National RIA, the Series 7- General Securities Representative, the Health, Life, and Variable Annuity License as well as the General Securities Principal License - Series 24.
Anthony' s favorite part of his day is developing lasting relationships with clients and helping those clients reach their long-term financial goals. His charismatic personality and passionate approach will show true as he connects and grows with each individual client.
Outside of the office, Anthony is an avid sports fan and competes in both tennis and lacrosse. He also is passionate about his writing projects which he works on while spending time with his adopted Doberman, Rebel.
About
Delta Capital Management, LLC.
The company provides services to individuals, trusts and qualified retirement plans. The firm's objective is to assist you in reaching your long-term financial goals. In investing, as in tailoring, there's no such thing as one size fits all. The most important thing we do is tailor your finances to your individual investment needs and risk tolerances. Only after defining the end needs can we truly map out a plan to get you there.
The common stitch among our clients is their desire for peace of mind concerning their investments. They are all looking for a long-term relationship upon which to build the financial foundation of their life. They are looking for a relationship with a firm that can give them objective and unbiased investment consulting.
Our goal is to help the investor decipher the best way to achieve their long-term financial goals. For some investors, their goals may be surrounded by maximum returns in a long-term time frame. For others, it may be a steady flow of income or a simple reduction in risk. Our services add value. Developing long-term financial goals and adhering to a well defined investment discipline is the most reliable way in which to meet our goals. Believe it or not, most individuals, regardless of wealth, have a great deal of anxiety about their finances. When you hire Delta Capital Management, you hire a group of individuals with broad credentials and market experience who believe in a long-term disciplined investment approach. We help you develop a plan. We instill a discipline to your investing. We help you reach your long-term financial goals.
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Our Team
Alexander Petsos
Alex is a Portfolio Manager with Delta Capital Management, LLC. He has managed accounts for a variety of individuals and businesses across the United States. Alex works closely with clients to manage their investment accounts, strategies, and portfolio risk. He previously worked as an analyst for the firm, helping to evaluate alternative investments.
Prior to joining Delta Capital Management, Alex worked with global investment funds at the Bank of New York Mellon and honed his analytical abilities as a financial analyst with a Fortune Global 500 company. He has passed the Financial Industry Regulatory Authority's Series 65 examination and is currently enrolled in the Chartered Financial Analyst (CFA) program.
Alex has a Master of Business Administration concentrating in finance from the Crummer Graduate School of Business at Rollins College, where he graduated with honors. He also has a Bachelor's Degree in economics from Rollins College, graduating with honors.
Chris Truesdell
CRPS
Chris E. Truesdell is Partner and Senior Plan Consultant for Delta Capital Management and has more than 15 years of industry experience. He earned his Bachelor of Science degree in Finance from Ohio State University and has passed Financial Industry Regulatory Authority's Series 6, Series 63 and Series 65 examinations. Prior to joining Delta Capital Management, he held a regional position for one of the largest 401(k) record-keepers in the country.
Chris brings a wealth of knowledge in the analysis, design, implementation and monitoring of ERISA-based retirement plans including 401(k), 403(b), Defined Benefit and more. He has worked with corporate retirement plans throughout the country and assists clients with fiduciary compliance, plan design, plan benchmarking, vendor searches, plan transitions, vendor management, investment reviews and ongoing plan administration. Chris also has expertise in the areas of fiduciary risk mitigation, technical retirement plan knowledge, participant education strategies, investment committee meeting facilitation, problem resolution and plan operational support.
Chris lives in Central Florida with his wife Lori, and his three children Carter, Chase, and Harper.
