Delaware Investments Delaware Investments Delaware Investments

Investment-Only — DCIO / RIA / Bank Trust

The Investment‑Only group at Delaware Investments partners with third‑party platforms including retirement plan providers, private banks, and mutual fund and insurance companies. Our clients are typically interested in strengthening their existing third‑party mutual fund lineups or expanding their open‑architecture platforms.

The group works directly with clients and prospects to educate them about Delaware Investments and its investment capabilities. The Investment‑Only group supports approximately 100 platform clients and third‑party intermediaries.

Sales contacts

Jamie Fox

Jamie Fox 

Senior Vice President
Head of Investment-Only
DCIO / RIA / Bank Trust
Phone: 215 255-1330
E-mail: Jamie.Fox@delinvest.com

Kurt Phares

Kurt Phares 

Vice President
Business Development
DCIO / RIA / Bank Trust
Phone: 949 466-7066
E-mail: Kurt.Phares@delinvest.com

Charlie Mylonas

K. Charlie Mylonas, CIMA®

Vice President — DCIO/RIA Sales
Phone: 215 255-1609
E-mail: Charlie.Mylonas@delinvest.com

Client service contacts

Karen Cestari

Karen L. Cestari, CFMC®

Assistant Vice President
Investment-Only and DCIO Platforms
Client Services
Phone: 215 255-1483
E-mail: Karen.Cestari@delinvest.com


Dustin Minarik

Dustin M. Minarik, CFA

Assistant Vice President
Investment-Only and DCIO Platforms
Client Services
Phone: 215 255 2377
E-mail: Dustin.Minarik@delinvest.com