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

Operations Manager

Lisa Ianacone is both the receptionist and administrative assistant for the Delta Companies. She applies her customer service and administrative skills and oversees the day-to-day activities at the firm. She is the first friendly face the first friendly voice that you will encounter when calling or coming to Delta. She enjoys the variety associated with the administrative assistant position and particularly enjoys greeting clients and using her organizational skills daily in her administrative support. She has brought administrative and office skills to Delta for ten years. Lisa and her husband, Gary, are long time residences of the Orlando area. They have two grown sons and both enjoy antique shopping and cooking. Lisa also enjoys reading, gardening and playing with her two dogs Winston and Brinkley.