Team

Investment Professionals

Myron M. Mall

Myron is a managing director and founded Delta Asset Management, along with Alex Conaway, in 1989 after serving as President of Commerce Capital, an investment subsidiary of NBC Bank. After graduating from Parsons College in Fairfield, Iowa, he held a number of investment and trust department positions in St. Louis and Memphis. He is a graduate of the ABA National Trust School/ Northwestern University. He serves on the Board of the Bascom Museum, Highlands, NC and is also a member of the Finance Committee.

David C. Smith, CFA®, CFP®

David is a Managing Director of Delta Asset Management, where his responsibilities include equity research and financial planning. Previously, David was CFO of American Pacific and Senior Vice President in the Equity Capital Markets Group of Morgan Keegan. He is a CFA® charterholder and a CERTIFIED FINANCIAL PLANNER™ professional. David holds a BBA, MBA (Finance) from the University of Memphis and is a member of the CFA® Institute.

Alan Catmur

Alan is a Senior Vice President at Delta Asset Management. Prior to joining Delta in December, 2000, he was President and Chief Investment Officer at Commerce Capital Management, the investment advisory subsidiary of National Bank of Commerce (now Truist) in Memphis. He began his investment career at Morgan Keegan in 1981 as an equity research analyst. He also worked as a financial advisor at Morgan Keegan and Robinson Humphrey. Prior to entering the investment field, he was Assistant Treasurer and Planning Coordinator at First Tennessee National Corporation (now First Horizon). Alan graduated from the University of Memphis with a BA in History and Economics. He also has a MBA from the University of Memphis with a concentration in Finance.

Chris C. Jones, CFA®

Chris is a Senior Vice President at Delta Asset Management. He joined Delta as a Research Analyst in 2006 and has additional responsibilities in taxable bonds and investment strategy. He is a CFA® charterholder and a member of the CFA® Society of Memphis. Prior to Delta, he was a research Analyst at Morgan Keegan and First Tennessee National Corporation. He has a BBA (Finance) from Mississippi State University.

Brandon Byrd, CFP®

Brandon joined the firm in 2021 as a Portfolio Manager. Before joining Delta, he worked in both Fixed Income Sales and Municipal Credit Strategies at FHN Financial. He is a CERTIFIED FINANCIAL PLANNER™ professional. Brandon has a BBA (Managerial Finance) from the University of Mississippi and an MBA from the University of Memphis.

In Memory of Edward T. Taylor, II

Our colleague, Edward Taylor, passed away on November 6, 2024, from complications of ALS. He was a treasured part of the Delta team, admired for his sense of humor, unwavering commitment to his clients, professionalism, and kindness. Edward joined the Delta team in 1996, and his dedication and passion played an important role in Delta's development and success. He built strong, lasting relationships with his clients, always providing support, expert counsel, and friendship.

Beyond his professional achievements, Edward was a cherished friend to all of us at Delta. His positive spirit, enthusiasm, and steadfast support for our team left a lasting impact on all who had the privilege of working with him. Edward will be deeply missed, and we are forever grateful for the time we shared with him and the memories we created together.

Operations Staff

Dana C. Maury

Dana is Chief Compliance Officer and Vice President of Operations at Delta Asset Management and joined the firm in 2021. Her primary responsibilities include ensuring that Delta's compliance and operational policies and procedures are maintained and followed. Dana has a Bachelor of Arts degree from Union University and has over 20 years of work experience with financial and investment firms, beginning her career with the National Bank of Commerce.

Sandra Dawson

Sandra is a Client Service Manager and joined the firm in 2006. Prior to Delta she worked at SunTrust Bank Trust Department and has over thirty-five years of banking and investment experience.

Amy M. Kirshbaum

Amy is a Client Services Manager and joined Delta in 2023. Her primary responsibilities include maintaining Delta’s portfolio accounting and CRM systems, onboarding new clients, and working closely with Delta’s portfolio managers to service and grow client relationships. Amy has a Bachelor of Arts degree in Economics from Brandeis University and has over 10 years of work experience in consulting and sales & marketing management.