Sean D. Casterline CFA, C(k)P
Partner/Senior Portfolio Manager
Sean D. Casterline is the President and Senior Portfolio Manager for Delta Capital Management, LLC an Investment Advisory firm located in Orlando, Florida.
Mr. Casterline began his career with Delta First Financial as an asset manager. During his time at Delta, he progressed thru the company to eventually land as the Senior Portfolio Manager with the firm. In 1998, he left for an opportunity to work with Wealth Management Financial Group as their Senior Portfolio Manager. While there, Mr. Casterline managed client assets totaling over $185 million and co-hosted a syndicated financial radio show called “Talking About your Investments”. The show was broadcast in 85 cities nationwide for four hours a day and was heard in such cities as New York, San Francisco and Dallas.
Mr. Casterline has also been published in several trade magazines/websites and in April 2010 had his book Investors Passport to Hedge Fund Profits hit the bookshelves. You can follow his investment ideas regularly though the company Twitter account at www.Twitter.com/DeltaAdvisor. As well, you can follow the company’s regular investment articles for Delta Capital Management at www.DeltaAdvisor.com.
Mr. Casterline earned both his Bachelors Degree in Finance and Masters Degree in Business Administration from the University of Florida. He also has the distinction of being a CFA Charter holder and was an Arbitrator for the NASD. He has held many securities licenses including, Series 7 – General Securities Rep, Series 63 – State Securities, Series 65 – National RIA, Series 4 – Options Principal and a Series 24 – General Securities Principal as well as Life, Health and Variable Annuity License. Mr. Casterline is also an active member in the University of Florida Alumni Association and has also served as a Director for the CFA-Orlando Society. He has been involved with other charitable organizations such as the Fellowship of Christian Athletes, Big Brothers/Big Sisters of Gainesville and Habitat for Humanity.
Mr. Casterline met his wife Amy in 1992 and the couple has been married for nineteen years. After graduating from the University of Florida, Mrs. Casterline spent eight years as a field sales representative – most recently as a District Sales Manager in the legal publishing industry. In 2001 Mrs. Casterline chose to give up her career when the couple decided to become full time foster parents. They were licensed through the Children’s Home Society in 2002 and are now proud parents of their two adopted sons, Jonathan who is fifteen years old and his younger brother Beau who is fourteen.
Chris E. Truesdell
Partner/Senior Plan Consultant
Chris E. Truesdell is a Senior Vice President and Senior Plan Consultant for Delta Capital Management and has more than 12 years of industry experience. He earned his Bachelor of Science degree – Finance - from Ohio State University and has passed Financial Industry Regulatory Authority's Series 6, Series 63 and Series 65 examinations. Prior to joining Delta Capital Management, he held a regional position for one of the largest 401(k) record-keepers in the country.
Chris brings a wealth of knowledge in the analysis, design, implementation and monitoring of ERISA-based retirement plans including 401(k), 403(b), Defined Benefit and more. He has worked with corporate retirement plans throughout the country and assists clients with fiduciary compliance, plan design, plan benchmarking, vendor searches, plan transitions, vendor management, investment reviews and ongoing plan administration. Chris also has expertise in the areas of fiduciary risk mitigation, technical retirement plan knowledge, participant education strategies, investment committee meeting facilitation, problem resolution and plan operational support.
Chris lives in Central Florida with his wife Lori, and his three children Carter (11), Chase (8), and Harper (4).
Roy Miranda, AIF, PPC
Senior Plan Consultant
Roy F. Miranda is the Senior Plan Consultant for Delta Capital Management specializing in the fiduciary aspects of the corporate retirement plan marketplace. As a plan consultant, Roy's main thrust is to coordinate programs designed to guide Plan Sponsors and Fiduciaries through plan development and design, investment management selection, employee education, legislative changes, and ongoing plan administration and monitoring. Roy walks plan clients through a six step process; identifying goals, objectives and their shortfalls if any; writing and applying an Investment Policy Statement; documenting fiduciary compliance; selecting providers and monitoring their expenses; developing an effective employee education program and managing your plan for success.
Roy earned his Bachelor's degree in Finance from Florida State University as well as his Master of Arts in Health Services Management from Webster University. Additionally, he has earned the Professional Plan Consultant designation, the Registered Financial Planner designation, and has passed the Financial Industry Regulatory Authority's Series 6, Series 7, Series 65 examinations.
Since 2009 Roy has been an affiliate member of the Central Florida Medical Group Management Association, member of the Central Florida Health Underwriters Association, board member of the Seminole County Reagan Clubs and church member of the Metro Church of Winter Springs.
Lisa Ianacone is both the receptionist and administrative assistant for the Delta Capital Management. She applies her customer service and administrative skills and oversees the day-to-day activities at the firm. She is the first friendly face the first friendly voice that you will encounter when calling or coming to Delta. She enjoys the variety associated with the administrative assistant position and particularly enjoys greeting clients and using her organizational skills daily in her administrative support. She has brought administrative and office skills to Delta for ten years. Lisa and her husband, Gary, are long time residences of the Orlando area. They have two grown sons and both enjoy antique shopping and cooking. Lisa also enjoys reading, gardening and playing with her two dogs Winston and Brinkley.