Chris truesdell

Chris E. Truesdell, CRPS

Partner/President

Chris E. Truesdell is Partner, President, and Senior Plan Consultant for Delta Capital Management and has more than 15 years of industry experience. He earned his Bachelor of Science degree in 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, Chase, and Harper.

Alexander Petsos, CFA

Senior Portfolio Manager

Alex is a Portfolio Manager with Delta Capital Management, LLC. He has managed accounts for a variety of individuals and businesses across the United States. Alex works closely with clients to manage their investment accounts, strategies, and portfolio risk. He previously worked as an analyst for the firm, helping to evaluate alternative investments.

Prior to joining Delta Capital Management, Alex worked with global investment funds at the Bank of New York Mellon and honed his analytical abilities as a financial analyst with a Fortune Global 500 company. He has passed the Financial Industry Regulatory Authority’s Series 65 examination and is currently enrolled in the Chartered Financial Analyst (CFA) program.

Alex has a Master of Business Administration concentrating in finance from the Crummer Graduate School of Business at Rollins College, where he graduated with honors. He also has a Bachelor’s Degree in economics from Rollins College, graduating with honors.

Deluca

Anthony DeLuca, CFP®, CDFA®

Financial Advisor

Anthony DeLuca is a CERTIFIED FINANCIAL PLANNER™ Professional, a Certified Divorce Financial Analyst® Professional, and a Senior Financial Advisor with Delta Advisory Group, Inc., a Registered Investment Advisor located in Maitland, FL. He is a member of the investment committee that manages client assets totaling over $215 million. He is also an integral part of Delta’s 401(k) team and an active part of the education and retention of 401(k) participants.

Graduating Summa Cum Laude, he earned both a Geoscience degree and a Geographical Information Systems certificate at Florida Atlantic University while playing Division 1 College Football for three years. Anthony made his transition into the Financial Services Industry after spending the first part of his career in the world of Civil Engineering. He also holds several professional licenses including the Series 65 – National RIA and the Health, Life, and Variable Annuity License in Florida.

Anthony’ s favorite part of his day is developing lasting relationships with clients and helping those clients reach their long-term financial goals. His charismatic personality and passionate approach will show true as he connects and grows with each individual client.

Outside of the office, Anthony enjoys many outreach programs. He is a proud member of The Seminole County Leadership Program – Class 32 where he became involved with The Villages and Impower program both of which help foster children who have phased out of the foster care system. He also is an active volunteer with Sharing Smiles, an organization focused on cleft lip and Palate treatment in Latin American countries. Finally, he has joined Habitat for Humanities’ Mentorship Program and the LLS Leadership committee. In his free time, he is an avid sports fan, competing in tennis, football, and lacrosse. He is also passionate about his writing projects which he works on while spending time outside exploring the Florida Sunshine with his adopted dog, Luna.

roy miranda

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.

Megan

Megan Johnson

Chief Compliance Officer

Megan is the Chief Compliance Officer for Delta Capital Management, LLC. She studied Chemical Engineering at the University of Florida with a focus in business before making the transition into the financial industry. As Chief Compliance Officer, Megan is responsible for leading the internal processes for promoting and ensuring Delta’s compliance with applicable securities laws and regulations.