What departments does Delegate Advisors have?

Delegate Advisors has employees across 2 departments including Finance, Analytics.

What is the largest department at Delegate Advisors?

The largest department at Delegate Advisors is Finance with 1 employees.

Where are Delegate Advisors employees located globally?

Delegate Advisors has employees across 1 continents and 1 countries including United States Of America.

How has Delegate Advisors's team size changed over time?

Delegate Advisors's team has decreased from approximately 14 to 8 employees based on available data.

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Delegate Advisors Employee Directory

Financial ServicesNorth Carolina, United States11-50 Employees

Delegate Advisors is a financial services firm based in Chapel Hill, North Carolina, offering independent wealth and investment advisory services for high-net-worth families. Led by chief executive officer Andy Hart, the team delivers fiduciary wealth guidance and institutional-quality investment opportunities on both discretionary and non-discretionary bases, emphasizing tailored, multi-faceted solutions that address taxes, costs, and comprehensive wealth planning. The firm collaborates with clients’ external advisory teams to ensure holistic and coordinated execution of wealth strategies.

Delegate Advisors Global Highlights

North America
28

United States Of America
28

Delegate Advisors's Leadership

B. T.
President And Chief Investment Officer
Mobile Phone
Email
C. R.
Manager Management Director
Mobile Phone
Email
J. W.
Associate
Mobile Phone
Email
K. J.
Advisory Associate
Mobile Phone
Email
M. M.
Investment Analyst
Mobile Phone
Email
S. P.
Private Wealth Management Intern
Mobile Phone
Email

Delegate Advisors Employee Metrics

100%

50%

2026

2025

Banking
Finance
Legal
Other
Consultant

Contact profiles from Delegate Advisors

Name

Title

Contact

Location

Last Update

B. T.
President And Chief Investment Officer
Mobile Phone
Email
Aug 04, 2026
C. R.
Manager Management Director
Mobile Phone
Email
Oct 22, 2024
J. W.
Associate
Mobile Phone
Email
Oct 23, 2024
K. J.
Advisory Associate
Mobile Phone
Email
Oct 21, 2024
M. M.
Investment Analyst
Mobile Phone
Email
Oct 21, 2024
S. P.
Private Wealth Management Intern
Mobile Phone
Email
Oct 16, 2024

Frequently Asked Questions

What is Delegate Advisors known for?

Delegate Advisors was founded in 2012 and operates in the Financial Services industry. You can contact Delegate Advisors's main corporate office by phone at

+1-919-442-****

. Explore Delegate Advisors's company overview page for more information.

What is Delegate Advisors's most common email format?

Delegate Advisors employees' email format typically follows the pattern of FLast@delegateadvisors.com. Trying to find reliable and up-to-date employee contact data? Find more Delegate Advisors email formats with LeadIQ.

How many employees does Delegate Advisors have currently?

Delegate Advisors has approximately 15 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Delegate Advisors's key employees and leadership?

As of August 2026, Delegate Advisors's key employees include:

President And Chief Investment Officer: B. T.
Manager Management Director: C. R.
Associate: J. W.
Advisory Associate: K. J.
Investment Analyst: M. M.

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Delegate Advisors Employee Directory

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