José F. Echeverri
First appointed February 2005
Development and Investment Committee
Student Affairs Committee
Mr. Echeverri has worked as a financial advisor for more than two decades for some of the best financial firms in the country, including Dean Witter, Merrill Lynch, and Legg Mason. He is currently president and founder of his own investment management firm, Echeverri Financial Services, which he has operated in Middletown and Dover, DE for over eight years.
His team manages over $20 million in assets for over 250 clients. He also is Chairman of the Delaware College Investment Plan where he administers to 24,000 clients with over $340 million in assets. Mr. Echeverri specializes in retirement planning for individuals as well as small business owners. He is licensed as a Registered Investment Advisor (RIA) and also has licenses in life and health insurance.
A 23-year retiree of the U.S. Air Force and the Delaware Air National Guard, Mr. Echeverri served as Chief of Operations for the 142nd Aeromedical Evacuation Squadron (AES) during his last 10 years of military service. He served as project officer to several Central and South American countries, and deployed for eight months to the desert during Operation Desert Shield/Storm where he served as duty control officer for the Aeromedical Evacuation Control Center. He was selected to the rank of Major in August 1999, but retired as a Captain.
He has an MBA from Delaware State University, as well as a B.A. in Biology from the State University of New York in Plattsburg, N.Y. A native of Cali, Colombia, Mr. Echeverri moved permanently to the United States as a child in 1965.
Mr. Echeverri is a past Assistant District Governor for the Camden-Wyoming Rotary, past member of the State of Delaware Governor’s Council on Hispanic Affairs, past president of the Delaware Latino Political Action Committee and the Reserve Officers Association. He currently serves as the V.P. and Board member of the Delaware Financial Literacy Institute, and is on the State of Delaware Judiciary Nominating Committee.
In 2008, Mr. Echeverri was the first known board member to earn a MBA Degree from DSU while serving as an active member of the board.
He is a resident of Dover, DE.