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.