Delta Asset Management, LLC

Brandon Byrd is a CFP® professional with 10 years of industry experience. He has worked at Delta Asset Management, LLC since 2021 and previously held roles at Ftn Financial Securities Corp and Ftn Financial Capital Markets from 2015 to 2020. Delta Asset Management serves a diverse client base including individuals, institutions, and government entities, providing discretionary portfolio management across equity, fixed income, and balanced strategies. The firm employs a model-driven, client-specific asset allocation approach focused on fundamental analysis and long-term investments, managing approximately $1.44 billion in assets with a team of five advisors.

David Smith is a CFP®, CFA®, and Series 63-licensed financial advisor with 19 years of industry experience. He has been with Delta Asset Management, LLC since 2011. Delta Asset Management serves a diverse client base including individuals, institutions, charitable organizations, and government entities. The firm employs a model-driven, client-specific asset allocation approach focused on fundamental analysis and long-term investment strategies, managing approximately $1.44 billion in assets with a team of five advisors.

James Kirshbaum is a financial advisor at Delta Asset Management, LLC with 28 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Raymond James & Associates, Inc. for 13 years. Delta Asset Management serves a diverse client base including individuals, institutions, and government entities, providing discretionary portfolio management across equity, fixed income, and balanced strategies. The firm employs a model-driven, client-specific asset allocation approach focused on fundamental analysis and long-term purchases, and manages approximately $1.44 billion in assets with a team of five advisors.

Myron Mall is a financial advisor at Delta Asset Management, LLC with 22 years of industry experience. He holds a Series 65 designation and has been with Delta since 2005. Delta Asset Management serves a diverse client base including individuals, institutions, banks, pensions, trusts, estates, corporations, charitable organizations, and government entities. The firm provides discretionary portfolio management across equity, fixed income, and balanced strategies using a model-driven, client-specific asset allocation approach that emphasizes fundamental analysis and long-term purchases.

Eric Catmur Jr. is a financial advisor at Delta Asset Management, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Delta since 2001. Delta Asset Management serves a diverse client base including individuals, institutions, and government entities, providing discretionary portfolio management across equity, fixed income, and balanced strategies. The firm employs a model-driven, client-specific asset allocation approach and manages approximately $1.44 billion in assets with a team of five advisors.

Christopher Jones is a CFA® charterholder and holds a Series 63 license. He has been with Delta Asset Management, LLC since 2008, accumulating 18 years of industry experience. Based in Memphis, TN, he is part of a five-advisor team at Delta. Delta Asset Management serves a diverse client base including individual and institutional investors such as banks, pensions, trusts, estates, corporations, charitable organizations, and government entities. The firm employs a model-driven, client-specific asset allocation approach with an emphasis on fundamental analysis and long-term investment strategies.