David T. DeWitt

David T. DeWitt, MBA, CFP
President & Portfolio Manager

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 Milnes

Bob Milnes
Vice President & Portfolio Manager

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 H. DeWitt

David H. DeWitt
Vice President of Equity Research

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 2 candidate.

Doreen Gallagher

Doreen Gallagher
Administrative Assistant

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.

Scott Frank, CAIA®, CPWA®
Global & Quantitative Investments

Scott has over 14 years of alternative investment research and portfolio management experience and has been involved in over 50 private placement engagements in a principal investment or capital formation capacity. Prior to DeWitt Capital, Scott was the COO & Head of Europe and South America for a $3 billion global private placement agent; President, COO & Head of External Manager Research for a $350 million hedge fund centric registered investment advisor; Head of Research for a Irish Stock Exchange (ISE) listed global multi-strategy fund of hedge funds. Scott previously chaired the Board of a Luxembourg company, served as the international distribution advisor to one of the largest Brazilian based asset management companies and was the content creator and lecturer for the maiden alternative investment course at Tongi University in Shanghai, China. He also served on the Item Writing Committee for the Investments & Wealth Institute, developing test questions for the Certified Private Wealth Advisor examination. Scott has been providing hedge fund research to a multi-asset, multi-manager investment program for a single-family office since 2007. He began his investment career in 2004 at Merrill Lynch in the Global Private Client Group.

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