What departments does Delegate Advisors have?

Delegate Advisors has employees across 3 departments including Finance, Research, Analytics.

What is the largest department at Delegate Advisors?

The largest department at Delegate Advisors is Analytics with 3 employees.

Where are Delegate Advisors employees located globally?

Delegate Advisors has employees across 2 continents and 2 countries including India, 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.

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
27

United States Of America
27

Asia
1

India
1

Delegate Advisors's Leadership

C. O.
Chief Compliance Officer
Mobile Phone
Email
B. T.
President And Chief Investment Officer
Mobile Phone
Email
A. H.
Managing Partner
Mobile Phone
Email
J. P.
Director Of Investment Research, Partner
Mobile Phone
Email
B. M.
Partner
Mobile Phone
Email
D. A.
Partner
Mobile Phone
Email
J. P.
Co-Chief Investment Officer & Chief Compliance Officer
Mobile Phone
Email
P. P.
Partner And Senior Advisor
Mobile Phone
Email

Delegate Advisors Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Legal
Accounting
Administrative
Other
Analytics
Consultant

Contact profiles from Delegate Advisors

Name

Title

Contact Info

Location

Last Update

A. H.
Managing Partner
Mobile Phone
Email
United StatesTexas
Apr 14, 2026
B. T.
President And Chief Investment Officer
Mobile Phone
Email
Apr 17, 2026
J. P.
Director Of Investment Research, Partner
Mobile Phone
Email
United StatesNorth Carolina
Mar 23, 2026
C. O.
Chief Compliance Officer
Mobile Phone
Email
United StatesNorth Carolina
Apr 17, 2026
B. M.
Partner
Mobile Phone
Email
United StatesConnecticut
Oct 23, 2024
D. A.
Partner
Mobile Phone
Email
United StatesNorth Carolina
Jul 01, 2025
J. P.
Co-Chief Investment Officer & Chief Compliance Officer
Mobile Phone
Email
UNITED STATES
Apr 24, 2025
P. P.
Partner And Senior Advisor
Mobile Phone
Email
UNITED STATES
Jun 25, 2025
D. M.
Managing Partner
Mobile Phone
Email
United StatesNorth Carolina
Feb 27, 2026
C. R.
Manager Management Director
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Delegate Advisors known for?

Delegate Advisors was founded in 2012 operates in the Financial Services industry. The company's main headquarters is located in 1215 Environ Way Chapel Hill, North Carolina 27517 United States; you can contact the 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 . 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 14 employees as of May 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Delegate Advisors's key employees and leadership?

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

Chief Compliance Officer: C. O.
President And Chief Investment Officer: B. T.
Managing Partner: A. H.
Director Of Investment Research, Partner: J. P.
Partner: B. M.

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Delegate Advisors Employee Directory

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