San Francisco, CA 708 Montgomery Street Office

Edwin Barretto is a financial advisor with Delta Investment Management, LLC in San Francisco, holding a Series 63 designation and 38 years of industry experience. His prior work includes three years at Stifel Nicolaus & Co Inc before joining Delta in 2019. Delta Investment Management provides discretionary investment management, financial planning, and investment consulting to individuals, institutions, trusts, and pension plans, often managing custom accounts and serving as a subadvisor to other advisors. The firm employs a combination of quantitative macro analysis, fundamental research, and technical indicators across several distinct strategies, blending systematic ETF rotation approaches with a high-conviction stock-picking mandate.

Timothy Anderson is a financial advisor at Delta Investment Management, LLC with 38 years of industry experience. He has held positions at Delta since 2019 and previously worked at Stifel Nicolaus & Co Inc from 2015 to 2019. Anderson holds the Series 63 designation. Delta Investment Management provides discretionary investment management, financial planning, and consulting services to individuals, institutions, trusts, and pension plans. The firm employs a combination of quantitative macro analysis, fundamental research, and technical indicators across multiple strategies, including ETF-based tactical approaches and concentrated equity mandates.

Winston Gaffron is a financial advisor at Delta Investment Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Delta since 2020. Prior to joining Delta, he spent two years as a world traveler and four years at US Endoscopy. Delta Investment Management provides discretionary investment management and consulting services to individuals, institutions, trusts, and pension plans. The firm offers a range of strategies including systematic ETF rotation, concentrated equity mandates, and alternative investments, and also serves as a subadvisor to other advisory firms.

Daniel Young is a CFP® with 22 years of industry experience. He is currently with Delta Investment Management, LLC, where he has worked since 2022. Prior to that, he held positions at Lido Advisors and Quantum Capital Management. Delta Investment Management provides discretionary investment management, financial planning, and investment consulting to individuals, institutions, trusts, and pension plans, often onboarding clients with a minimum account size of $50,000. The firm employs a combination of quantitative macro analysis, fundamental research, and technical indicators across multiple distinct strategies, including ETF-based tactical approaches and concentrated equity mandates, and serves as a subadvisor to other investment advisors.

Andrew Houghton is a financial advisor at Delta Investment Management, LLC in San Francisco, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has worked at Delta since 2008 and was previously with US Capital Wealth Management, LLC from 2016 to 2018. Delta Investment Management provides discretionary investment management and consulting to individuals, institutions, trusts, and pension plans, and serves as a subadvisor to other firms. The firm offers a range of strategies including systematic ETF rotation, concentrated equity mandates, and alternative investments, integrating financial planning within its advisory services.

Xuan Wang is a financial advisor at Delta Investment Management, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Quantum Capital Management and Lido Advisors, LLC. In addition to her advisory role, she serves as an Operation Manager at Chestnut Street Global Advisors, LLC, a financial planning firm. Delta Investment Management provides discretionary investment management and consulting services to individuals, institutions, trusts, and pension plans, offering a range of strategies including systematic ETF rotation and concentrated equity mandates. The firm also serves as a subadvisor to other advisory firms and integrates financial planning into its asset management services.

Michael Kress is a financial advisor at Delta Investment Management, LLC with 45 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Delta since 2018, following prior roles at Sanctuary Wealth Advisors, LLC and Sanctuary Securities LLC. Delta Investment Management provides discretionary investment management and consulting services to individuals, institutions, trusts, and pension plans, and acts as a subadvisor to other advisory firms. The firm offers a range of strategies including ETF-based tactical rotation, a diversified Core strategy, concentrated equity mandates, custom portfolios, and access to alternative investments.

India Houghton is a financial advisor at Delta Investment Management, LLC in San Francisco, holding a Series 65 designation with one year of experience at Delta and 17 years at Stanford University. Delta Investment Management provides discretionary investment management, financial planning, and investment consulting to individuals, institutions, trusts, and pension plans. The firm employs a combination of quantitative macro analysis, fundamental research, and technical indicators across several distinct strategies, including ETF-based tactical approaches and a concentrated Blue Chip Growth equity mandate.

Christopher Atkeson is a financial advisor with Delta Investment Management, LLC in San Francisco, holding a Series 65 designation. He joined Delta in 2026 after seven years at Badger Meter and prior experience at Southern Glazer's Wine & Spirits and UC Berkeley. Delta Investment Management provides discretionary investment management and consulting services to individuals, institutions, trusts, and pension plans, and serves as a subadvisor to other advisory firms. The firm offers a range of strategies including systematic ETF rotation, concentrated equity mandates, and alternative investments, integrating financial planning into its asset management services.

Nicholas Atkeson is a financial advisor with Delta Investment Management, LLC in San Francisco, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at Delta since 2008 and was previously with US Capital Wealth Management, LLC from 2016 to 2018. Delta Investment Management provides discretionary investment management and consulting to individuals, institutions, trusts, and pension plans, and also serves as a subadvisor to other advisory firms. The firm offers a range of strategies including ETF-based tactical rotation, concentrated equity mandates, and alternative investments, integrating financial planning into its asset management services.