Team

Investment Professionals

Edward T. Taylor, II

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 is a managing director and 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 is a graduate of the ABA National Trust School/ Northwestern University. He serves on the Board of the Bascom Museum, Highlands, NC 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 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 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 is a Senior Vice President at Delta Asset Management. He 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.

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.

Operations Staff

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.

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.