The Delphi Team
Marc Channick | Keith McKenzie | Darren Reinig | Carl Adams | Scott Kilian | Katie Jarret
Our team is comprised of experienced professionals with stong educational backgrounds and proven expertise in developing sophisticated investment advice. We have a singular commitment to utilizing our combined resources to deliver investment success to our clients.
Marc Channick, Partner.
Marc brings fifteen years of client-focused advisory experience to his role as a founding partner at Delphi. A 1994 graduate of Harvard Law School, Marc practiced law for a decade in both the private and public sectors before moving into the investment field as an advisor to wealthy individuals and families at Bernstein Global Wealth Management. Marc's professional background allows him to provide Delphi's clients with a disciplined, long-term perspective on the wealth management process, and also gives him a thorough understanding of how clients' investments fit into their overall tax and estate planning goals. Marc received his undergraduate degree in Economics and Political Science from Brown University.
Active in the community, Marc serves on the investment committees of the Jewish Community Foundation, Jewish Family Service and Senior Community Centers, and is a member of the Board of Directors of Jewish Family Service and the Board of Trustees at Seacrest Village Retirement Communities. A San Diego native, he lives in the La Jolla area with his wife and two extremely spoiled pets.
Keith McKenzie, Partner.
As a founding partner at Delphi, Keith focuses exclusively on providing customized investment solutions for wealthy individuals and families. His analytical and thoughtful approach, the product of 20 years of experience in the business and professional arenas, provides a comprehensive foundation for developing strategies for complex situations. Prior to founding Delphi, Keith worked as an advisor to wealthy families at Bernstein Global Wealth Management. He holds degrees in Engineering Physics from Miami University and Mechanical Engineering from Case Western Reserve University.
Keith serves on the boards of United Through Reading, Promises2Kids, the Association for Corporate Growth and the MIT Enterprise Forum. He also serves on the San Diego Bowl Game Association Committee and is a member of San Diego Rotary Club 33 and the San Diego Yacht Club. He lives in Point Loma with his wife and two children and is an accomplished sailor.
Darren Reinig, Partner.
A passion for finance and an entrepreneurial background mark Darren's career path and work at Delphi, where he specializes in assisting business owners, corporate executives and wealthy families create and successfully execute investment management and wealth transfer strategies. Prior to founding Delphi, Darren worked as an advisor to wealthy families at Bernstein Global Wealth Management. He has held strategy and operations positions at two publicly-traded technology firms and co-founded a software company. He holds a degree in Cognitive Science from UC San Diego and an MBA from Columbia University.
Darren serves on the board of the La Jolla Music Society and is an active member of the San Diego Venture Group, the MIT Enterprise Forum and the Association for Corporate Growth. He resides in coastal Encinitas with his wife and two daughters.
Carl Adams, Portfolio Manager
Carl brings over a decade of investment management experience to his role at Delphi, where he is responsible for the day-to-day oversight of clients' investment accounts, as well as the implementation of sophisticated rebalancing and tax management strategies. Prior to joining Delphi, he was a portfolio manager with a hedge fund focused on long/short equity strategies and a senior research analyst at Well Capital Management. Carl holds a degree in Finance from the University of Arizona. A San Diego native, he lives in La Jolla with his wife and two children.
Katie Jarret, Senior Associate
Katie has significant experience in the investment advisory field, with an emphasis on client servicing and relationship management. At Delphi, she focuses on supporting new and existing client relationships and also works closely with the partners during the investment planning process. Prior to joining Delphi, Katie was a Senior Associate with Bernstein Global Wealth Management in their Philadelphia and San Diego offices. She holds a degree in Finance from Elon University and is currently pursuing her Certified Financial Planner™ designation. A Philadelphia native, Katie now enjoys living in the La Jolla area.