Brent Wertz is the Managing Partner at Deep Blue Investment Advisors. Brent provides strategic leadership for the company and is responsible for overseeing all aspects of the firm’s investment process. He heads implementation of the firm’s investment strategies and portfolio risk management. He serves on the firm’s investment and credit committees.

Brent started Deep Blue based on his experience serving as a consultant to special taxing districts throughout the State of Florida assisting these districts in bond offerings, assessment allocation, and collections as well as assisting District Managers with treasury management.

Brent is a graduate of Virginia Military Institute with a Bachelor of Arts in economics. Brent received his master’s degree in business administration from the University of Tampa.

David Jang is a Managing Partner at Deep Blue Investment Advisors responsible for directing the firm’s marketing, business development and client advisory services. His strategic vision and long-time relationships have resulted in the firm’s meteoric rise in assets under management/advisement from less than $1 billion in 2015 to $10 billion in 2022. He serves on the firm’s executive, investment, and credit committees. David’s investment advisory experience, coupled with his client-focused approach, enables him to work with each entity’s investment team and tailor advice to meet their unique investment goals, objectives and adherence to all applicable state investment statutes. His ability to understand and assess the multi-layered components affecting local governments enables him to provide valuable insight to the firm’s treasury management, investment management and consulting clients. David routinely speaks at Florida’s government associations, chapters, annual conferences and various CPE seminars, customizing his discussions to locale, current economic conditions and the challenges that face Florida’s entities.

Prior to joining Deep Blue Investment Advisors, David spent 12 years working with Florida local government clients and 32 years overall in investment advisory services.

David earned his bachelor’s degree in economics from the Wharton School, University of Pennsylvania. He earned the Association of Financial Professionals (AFP) designation of Certified Treasury Professional (CTP). David is a Registered Investment Advisor with the Florida Office of Financial Regulation.

Ken Couch is the Director of Texas Business Development and Client Advisory Services for Deep Blue Investment Advisors. In 2019, Ken joined the firm and was tasked with launching and growing the firm’s Texas practice. His knowledge of local governments allowed Ken to grow assets from $0 to over $2.7 billion in less than 5 years.

His focus is on client service and business development. Ken services Texas local governments with fixed income investing of operating funds, reserve funds and bond proceeds and strategizes with clients to identify short- and long-term investment options.

Prior to joining Deep Blue Investment Advisors, Ken has worked with various governmental entities encompassing counties, cities, school districts, universities and colleges, and special districts.

Ken earned his bachelor’s degree in applied arts and sciences from Texas State University and holds FINRA Series 6 and Series 63 licenses. Ken also provides investment training sessions and seminars for his clients, as well as the various associations and organizations throughout Florida and Texas. He is a member of the Government Finance Officers Association (GFOA), Government Finance Officers Association of Texas (GFOAT), Government Treasurers’ Organization of Texas (GTOT) and Texas Association of Business Officials (TASBO).

Dominick Cristofaro is a Director of Client Advisory Services. He is responsible for developing and servicing client relationships, including cities, counties, special districts, and other public entities.

Prior to joining Deep Blue Investment Advisors, Dominick spent 8 years with the District School Board of Pasco County where he served as Treasurer and Director of Finances Services. Prior to Pasco County, he has a wide array of investment experience including financial advising, managing institutional portfolios, and
trading.

Dominick received his Bachelor of Science in Business Administration from the University of Connecticut and his Masters in Business Administration from the University of Hartford.

He currently holds a FINRA Series 65 license.

John Scott is a Client Advisory Associate at Deep Blue Investment Advisors. John plays a key role in supporting the Client Advisory team, specializing in cultivating new and existing client investment relationships with an emphasis on separately managed accounts and Florida Fixed Income Trust (FL-FIT) investment pools.

Before joining Deep Blue, John dedicated fourteen years to teaching mathematics. He transitioned into the wealth management sector as an Operations Analyst at Members Trust Company, where he honed his account management and client service acumen. His background in education paired with these skills makes him a valuable and dynamic asset to our team.

John holds a Bachelor of Science degree in secondary mathematics education from St. Petersburg College.

Dan Marro is a Portfolio Manager. In this role he conducts market research, devises and implements strategies, and executes trades for separately managed accounts and US Fixed Income Trust local government investment pools, constructing portfolios that fit client needs. Dan was previously a fixed-income trader for Raymond James, where he oversaw trading flow for foreign debt — managing both a proprietary book as well as order flow for high-net-worth individuals and institutional accounts. This role also saw him discuss market strategy with fellow advisors, helping them formulate portfolios for their clients. Dan graduated from Stetson University with a Bachelor of Business Administration in Finance with a minor in statistics. He has been a CFA® charter holder since 2015.