Edward is a Managing Director with responsibilities in portfolio management, investment strategy, and client service. He formerly held officer positions with Sedgwick, Inc., Hesta, and The Kuester Companies. He holds the Chartered Property Casualty Underwriter (CPCU) designation and is a graduate of Washington and Lee University.
Myron M. Mall
Myron founded Delta Asset Management, along with Alex Conaway, in 1989 after serving as President of Commerce Capital, an investment subsidiary of NBC Bank. After graduating from Parsons College in Fairfield, Iowa, he held a number of investment and trust department positions in St. Louis and Memphis. He serves on the Board of the Memphis College of Art and is also a member of the Finance Committee.
David C. Smith CFA, CFP®
David is a Managing Director of Delta Asset Management, where his responsibilities include equity research and financial planning. Previously, David was CFO of American Pacific and Senior Vice President in the Equity Capital Markets Group of Morgan Keegan. He is a CFA® charterholder and a CERTIFIED FINANCIAL PLANNER™ professional. David holds a BBA, MBA (Finance) from the University of Memphis and is a member of the CFA® Institute.
Alan is a Senior Vice President at Delta Asset Management. Prior to joining Delta in December, 2000, he was President and Chief Investment Officer at Commerce Capital Management, the investment advisory subsidiary of National Bank of Commerce (now SunTrust) in Memphis. He began his investment career at Morgan Keegan in 1981 as an equity research analyst. He also worked as a financial advisor at Morgan Keegan and Robinson Humphrey. Prior to entering the investment field, he was Assistant Treasurer and Planning Coordinator at First Tennessee National Corporation (now First Horizon). Mr. Catmur graduated from the University of Memphis with a BA in History and Economics. He also has a MBA from the University of Memphis with a concentration in Finance.
Chris C. Jones CFA
Chris joined Delta as a Research Analyst in 2006, and has additional responsibilities in taxable bonds and investment strategy. He is a CFA® charterholder and a member of the CFA® Society of Memphis. Prior to Delta he was a research Analyst at Morgan Keegan and First Tennessee National Corporation. He has a BBA (Finance) from Mississippi State University.
William Gates, CFP®
William is a Vice President and Portfolio Manager and joined the firm in 2015. Prior to joining Delta he was a Senior Financial Advisor with VALIC and was a Financial Advisor with Morgan Stanley Smith Barney. He is a CERTIFIED FINANCIAL PLANNER™ professional, and holds a dual BA (International Studies) , BBA (Managerial Finance) from the University of Mississippi.
Dave is a Vice President and Portfolio Manager at Delta Asset Management. Prior to joining Delta in December of 2016, he was a Director of Wealth Management at USAA. Dave spent eighteen years at Charles Schwab as a Wealth Manager and Branch Manager. Prior to his Financial Services roles, Dave was a Captain in the Marine Corps. He graduated from the University of Tennessee with a degree in Economics. Dave lives in Knoxville and covers the Middle and East Tennessee markets.
Andrew is an Operations Assistant and joined the firm in 2010. Prior to Delta he was an Assistant Casino Manager with Harrah’s Entertainment. He holds a BA (History) from the University of Memphis.