|
Delta
Capital Management is a fee-based financial planning and investment
management firm, based out of Orlando, that 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 service adds 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.
PHILOSOPHY
Delta Capital Management seeks to build, manage and preserve
your wealth with its portfolio management process. Through
client-specific financial analysis and proprietary investment
research, our services are designed to secure your well being
for the long-term. As your investment professional, we are
committed to delivering performance in a manner that is both
confidential and consistent with your needs.
Part of our philosophy involves educating our investors. It
only makes sense that you will never be completely comfortable
with our services if you don’t truly understand the
markets and our investment discipline. One of the things that
set Delta apart is our true desire to educate our investors.
TOP NOTCH SERVICE
Performance is of the utmost importance in any advisory relationship.
However, service and personal attention are the trademarks
of Delta Capital Management. It is the defining quality that
sets us apart from our competition. The relationship that
we develop with each of our clients starts with an initial
meeting that identifies your needs, goals, and risk tolerance.
Subsequently, we design a client-specific financial outline
and investment policy to achieve your goals within your tolerance
for risk. Once we have agreed upon an appropriate risk level
and portfolio layout, we implement our portfolio recommendations
using a select list of stocks, bonds and mutual funds. On
an ongoing basis, the client is kept fully abreast of portfolio
changes and positioning.
About
Us
 Sean
D. Casterline CFA, MBA
President
- Senior Portfolio Manager
Sean
D. Casterline is the President and Senior Portfolio Manager
for Delta Capital Management, a Registered Investment Advisor
located in Orlando, Florida. Mr. Casterline founded Delta
Capital Management in 2002.
Born in 1969, Sean earned both his Bachelor’s degree
in Finance as well as his M.B.A. from the University of Florida.
Additionally, he has earned the Chartered Financial Analyst
(CFA) designation, and has passed the Financial Industry Regulatory
Authority’s Series 4, Series 7, Series 24, Series 63,
and Series 65 examinations.
Sean’s career in the registered financial services industry
began in earnest in 1992 when he joined Central Florida-based
Delta Advisory Services, Inc. as an asset manager. During
his tenure, he progressed through the ranks of the company
to eventually earn the title of Senior Portfolio Manager.
In 1998, he departed Delta to pursue an opportunity as the
Senior Portfolio Manager with the prestigious Wealth Management
Financial Group. While working at Wealth Management, Sean
managed client assets totaling over $165 million and co-hosted
the syndicated financial radio show Talking About Your Investments.
Additionally, he works with partner and coauthor Bob Yetman
to provide research and timely insights to clients and subscribers
of Investor’s Passport.
Sean has appeared regularly on both NBC and FOX affiliate
stations around the country, and has been a regular speaker
at investment conferences throughout the nation, sharing the
stage with such notables as Zig Ziglar and former U.S. Senator
and presidential candidate Bob Dole. Additionally, Sean is
a regular and frequent contributor to a wide variety of financial
trade magazines and websites.
Mr.
Casterline has been awarded a five star quality rating by
Paladin Registry after a comprehensive review of his
credentials, ethics, business practices, and financial services.
Only 7% of the advisors in the financial services industry achieve the
Registry's highest quality rating.
|
 Don
Nestor CPA, CFP
Senior
Vice-President - Director of Financial Planning
Donald
C. Nestor is the Senior Financial Planner for Delta Capital
Management, LLC. With over 30 years of experience as a professional
in the financial services industry, Don is certified as a
public accountant (CPA) and financial planner (CFP) and is
a graduate of West Virginia University.
Specializing
in retirement planning and asset management, he was the co-host
of the financial radio talk show “Money Matters” and has also
appeared as a frequent guest on CBS and NBC television affiliates.
Having
served with distinction in the United States Army, Don is
a proud military veteran. He currently serves as chief sponsor
of the Orlando Support Group for the Myasthenia Gravis Foundation
of America , which is a national volunteer health agency dedicated
to fighting the neuromuscular disorder. Mr. Nestor & his
wife Peg, a registered nurse, have five children and nine
grandchildren. |
Bob
Yetman
Senior
Vice-President - Director of Publishing
Robert
G. Yetman Jr. has worked in the financial services industry
for over twenty years, and in the course of that time has
served as a principal on behalf of a variety of nationally-based
financial services firms. Presently, he is the Senior Vice
President and Director of Publishing at Delta Capital Management,
LLC. He also oversees research and publishing at Investor’s
Passport.
Bob was born in 1962 in the Greater Boston area. Following
military service, he was educated at Boston University and
Stetson University. He holds a BA degree in Psychology, has
passed the Financial Industry Regulatory Authority’s
Series 7, 24, 63, and 65 examinations, and has founded several
successful corporations both within and without the financial
services industry. He has produced content on behalf of a
variety of book publishers, including John Wiley and Sons,
Inc., Harvest House, Adams Media, and Paladin Press, and has
edited and written for a large number of monthly financial
newsletters and newspapers.
Mr. Yetman also enjoys cultivating his alter-ego in the realm
of physical conditioning. He holds the International Sports
Sciences Association’s Certified Fitness Trainer (CFT)
and Specialist in Martial Arts Conditioning (SMAC) designations.
|
 Myra
Nicholson, Esq
Senior
Vice-President - Compliance Director
Myra
Nicholson, Esq is a Senior Vice President of Delta Capital
Management and a 20 year veteran of the securities industry.
Myra, a graduate of Western Kentucky University, received
her Juris Doctorate from Stetson University College of Law.
She began her career as an associate attorney in the Tallahassee,
Florida offices of Akerman Seterfitt, where she specialized
in legal matters pertaining to securities, banking and insurance.
Subsequent to her work in private legal practice, she was
corporate counsel for two Florida based national insurance
companies. Additionally, Myra served for many years in various
legal and compliance capacities for Invest Financial Corporation,
a national broker/dealer and investment advisor. While with
Invest Financial she was appointed as First Senior Vice President
for Representative Services and General Counsel.
Myra is a member of the Florida Bar and the United States
District Court, Middle District of Florida.
|
Lisa
Ianacone