Investment Professionals

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Myron M. Mall

Myron is a Managing Director and co-founder of Delta Asset Management, established in 1989 along with Alex Conaway. He previously served as President of Commerce Capital Management, an investment subsidiary of National Commerce Bancorporation. Myron attended Washington University and Parsons College, earning a Bachelor of Arts in Business Administration. He is also a graduate of the ABA National Graduate Trust School at Northwestern University. Having served on numerous professional and civic boards throughout his career, he currently sits on the Board of the Bascom Art Center in Highlands, NC, and is a member of both the Executive and Finance Committees.

 

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.

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Alan Catmur

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 Truist) 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).  Alan 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.

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Chris C. Jones, CFA®

Chris is a Senior Vice President and Portfolio Manager at Delta Asset Management. He specializes in managing investment portfolios, working closely with clients to understand their unique financial goals and developing tailored strategies to achieve these objectives.  Since joining Delta in 2006 as a Research Analyst, Chris has played an important role in shaping the firm's investment strategy and oversees taxable bonds. He is a CFA® charter holder 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. Chris holds a BBA in Finance from Mississippi State University.

Brandon Byrd, CFP®

Brandon joined the firm in 2021 as a Portfolio Manager. Before joining Delta, he worked in both Fixed Income Sales and Municipal Credit Strategies at FHN Financial. He is a CERTIFIED FINANCIAL PLANNER™ professional. Brandon has a BBA (Managerial Finance) from the University of Mississippi and an MBA from the University of Memphis.

Dana C. Maury

Dana is Chief Compliance Officer and Vice President of Operations at Delta Asset Management and joined the firm in 2021. Her primary responsibilities include ensuring that Delta's compliance and operational policies and procedures are maintained and followed.  Dana has a Bachelor of Arts degree from Union University and has over 20 years of work experience with financial and investment firms, beginning her career with the National Bank of Commerce. 

Operations Staff

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Sandra Dawson

Sandra is a Client Service Manager and joined the firm in 2006.  Prior to Delta she worked at SunTrust Bank Trust Department and has over thirty-five years of banking and investment experience.

Amy M. Kirshbaum

Amy is a Client Services Manager and joined Delta in 2023.  Her primary responsibilities include maintaining Delta’s portfolio accounting and CRM systems, onboarding new clients, and working closely with Delta’s portfolio managers to service and grow client relationships.  Amy has a Bachelor of Arts degree in Economics from Brandeis University and has over 10 years of work experience in consulting and sales & marketing management.