Dennis Delphenich, president and founder
Education
Boston University Graduate School of Management
Master of Business Administration degree awarded in 1989.
Wright State University
Bachelor of Music - Classical Guitar Performance, cum laude
Bachelor of Music - Composition, cum laude.
Background
As a 30 year veteran of the financial planning and investment management business, Dennis blends deep acedemic background with real world practical experience.
Graduate school provided a deep background in securities analysis,
portfolio design, modern portfolio theory, and global economics.
His extensive experience in working with clients to bring financial dreams
into reality, has provided invaluable perspectives that cannot be
taught in classes and books, for example, how a new retiree
psychologically handles transitioning into a satisfying retirement.
Dennis is a member of the Dayton Classical Guitar Society and the
Lute Society of America. Dennis's son, Alec, is continuing the
family musical interests as a singer/songwriter in Boston, MA.