Deep Blue Investment Advisors Employee Directory

Financial ServicesFlorida, United States11-50 Employees

Founded in 2000, Deep Blue Investment Advisors is a Tampa-based, SEC-registered investment advisor providing investment advisory, treasury management and consulting services to governmental clients statewide. We’re also the investment manager to the US Fixed Income Trust (US-FIT), which oversees local government pools in both Florida (FL-FIT) and Texas (TX-FIT).

We understand that beneath the surface of a healthy community lies a thoughtful approach to its financial resources—one with long-term vision and short-term practicality. Our collective expertise includes cash alternative investing, portfolio structuring and analysis, cash flow modeling and management, so you can broaden your investment horizons and propel your
funds forward.

Deep Blue is registered with the SEC under its legal name, Wertz York Capital Management Group, LLC.

Find Deep Blue Investment Advisors employees' phone numbers or email addresses

Deep Blue Investment Advisors Global Highlights

Location
Employees

North America
27

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  • United States Of America
    27

Asia
3

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  • India
    2
  • China
    1

Africa
1

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  • Nigeria
    1

Europe
1

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  • Netherlands
    1

Deep Blue Investment Advisors's Leadership

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    B. S.
    Chief Investment Officer
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    B. W.
    Managing Partner
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    D. J.
    Partner
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    J. K.
    Vice President, Business Development And Client Advisory Services
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    J. H.
    Director Of Ria Operations
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    D. C.
    Director Of Client Advisory Services
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    E. J. P.
    Director Of Client Services
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    E. G.
    Director, Reporting / Operations
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Contact profiles from Deep Blue Investment Advisors

Name
Title
Contact Info
Location
Last Update
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    K. C.
    Business Development Director - Texas
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    United StatesTexas
    Jul 08, 2025
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    K. T.
    Managing Director, Client Advisory Services
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    UNITED STATES
    Aug 04, 2023
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    D. M.
    Portfolio Manager
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    United StatesFlorida
    Sep 08, 2025
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    T. B.
    Associate Portfolio Manager
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    United StatesFlorida
    Sep 10, 2025
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    B. M.
    Portfolio Manager
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    UNITED STATES
    Aug 04, 2023
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    D. M.
    Portfolio Manager
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    Oct 16, 2024
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    L. G.
    Manager, Portfolio Reporting & Accounting
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    Oct 22, 2024
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    C. H.
    Senior Reporting Analyst
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    United StatesFlorida
    Nov 15, 2025
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    J. S.
    Client Advisor Associate
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    United StatesFlorida
    Oct 24, 2025
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    C. V.
    Compliance Analyst, Executive Assistant
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    United StatesFlorida
    Nov 15, 2025

Frequently Asked Questions

What is Deep Blue Investment Advisors known for?

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Deep Blue Investment Advisors was founded in 2000 operates in the Financial Services industry. Explore Deep Blue Investment Advisors's company overview page for more information.

What is Deep Blue Investment Advisors's most common email format?

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Deep Blue Investment Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Deep Blue Investment Advisors email formats with LeadIQ.

How many employees does Deep Blue Investment Advisors have currently?

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Deep Blue Investment Advisors has approximately 22 employees as of December 2025. These team members are located across 4 continents, including North AmericaAsiaAfrica.

Who are Deep Blue Investment Advisors's key employees and leadership?

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As of December 2025, Deep Blue Investment Advisors's key employees include:

  • Chief Investment Officer: B. S.
  • Managing Partner: B. W.
  • Partner: D. J.
  • Vice President, Business Development And Client Advisory Services: J. K.
  • Director Of Ria Operations: J. H.

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