Our Team

Robert DeFruscio, CPA, MBA | Investment Strategy

Bob leads all relationships with Delta Wealth Management’s clients and sets the overall strategy for each and every portfolio.

He began his professional career at Price Waterhouse in New York. After many years of practice, he established his own accounting firm in Greenwich, Connecticut.

In 1999, he founded Greenwich Investment Management and helped grow the business to more than $400 million in assets under management within a decade.

Bob then founded Delta Wealth Management in 2016 to focus on providing an unbiased, independent approach to investment management.

He holds an MBA from Northeastern University and a BA from the University of Massachusetts Amherst.

If you come on board with DWM, Bob will be “your guy.” He will lead ann initial meeting to get to know you and your goals. If you have concerns, questions, or directives, Bob will help you. He doesn’t have to “check with the manager” because Bob is the manager.

Connect with Bob on LinkedIn.

With more than 20 years of experience in fixed-income research, Ilda directs Delta Wealth Management’s municipal bond strategy.

Prior joining DWM, she worked nearly a decade and a half at MFS Investment Management, which had more than $6 billion in municipal bonds under management. As an investment officer at MFS, Ilda evaluated the creditworthiness of bond issuers, assigned internal credit ratings, and recommended investments supported by her uniquely sophisticated analysis.

Ilda is a sought-after speaker who has presented at numerous conferences, the National Council of State Housing Agencies (NCSHA), and Smith's Research and Grading.

Ilda holds an MS in Finance from Boston College and has been a Chartered Financial Analyst (CFA) for more than 20 years.

At Delta, we believe that muni bonds are a must for nearly every portfolio. You can be sure that Ilda will know how to incorporate appropriate fixed-income investments in yours.

Connect with Ilda on LinkedIn.

Delphi Management | Equity Strategy

Delta Wealth Management uses a collaborative team approach in managing equities by using the resources of a third-party manager to supplement our original research.

Delphi, based in Boston, was founded by the legendary investor Scott Black. Evan Anderson directs the relationship with Delta Wealth Management. Evan manages Dephi’s Portfolio Construction offering for wealth managers, which he launched in 2021.

Before joining Delphi in 2008, Evan was an instructor at the U.S. Navy Expeditionary Combat Command in Norfolk, Virginia, where he taught international politics. His key areas of analytical interest are regional banks, specialty finance, technology, and aerospace/defense.

Evan holds a BA in History and German and an MA in European History from the University of Massachusetts Amherst. He wrote his master’s thesis at the University of Tübingen in Germany.

Evan is a Chartered Financial Analyst (CFA) and a member of the CFA Society Boston.

Ready to set up a meeting with Bob?