Dave has been in the securities and investment business since 1983. DeWitt Capital Management was formed in 1990 for the purpose of researching and investing in Philadelphia area publicly traded companies. Dave is a Certified Financial Planner and has a Masters in Business Administration. Today, DeWitt Capital Management invests in a wide array of growth and income stocks as well as Master Limited Partnerships. Dave has been investing in Master Limited Partnerships since 1991.
Bob has been working with DeWitt Capital Management since March 2011. Bob spent his first few years after graduating college starting and running a boutique analytics firm that provided financial analytic services to Registered Investment Advisors and Asset Managers. Bob spent his time providing research and analysis in addition to technology support related to operations and infrastructure platforms used by RIAs and Asset Managers. In Bob’s capacity as Vice President at DeWitt Capital Management, he is responsible for portfolio management, research and analysis. Bob graduated with a B.S in Energy Business Finance from Pennsylvania State University.
David began working at DeWitt Capital Management September 2016. After graduating from Ursinus College with a B.A. in Business and Economics, David spent two years at SEI Investments Company as a fund accounting analyst, where he administered several mutual fund and exchange traded funds. He was responsible for accruing and paying expenses and distributions from the funds, for pricing and applying fair values to securities, and for delivering a correct and on time net asset value (NAV) to Nasdaq each evening for publication. In his role, he was also responsible for daily reconciliation of paid-in capital, trade settlements, as well for researching and resolving custodial errors and validating and processing corporate actions. At DeWitt Capital, David is responsible for equity research and analysis, in which he keeps valuation models and company profiles accurate and up to date with the relevant qualitative and quantitative inputs that are crucial to the investment making decisions of the firm. Dave has also taken a lead role in Business development activities and initiatives. David is currently a CFA level 1 candidate.
Doreen has been with DeWitt Capital Management for over 20 years and is responsible for all administrative duties related to client account maintenance and service.