Derek has more than 20 years of experience in the financial services industry. Throughout his career, he has advised high-net-worth individuals, foundations, endowments, and retirement plans on a broad list of topics including: asset allocation, investment policy design, portfolio management, investment manager due diligence and financial planning.
As an integral member of the leadership team of Schneider Downs Wealth Management Advisors, Derek serves as Director of Investment Strategy, and as the chair of the Schneider Downs Wealth Management Advisors Investment Committee. Committed to seeking positive growth in all of his relationships, Derek is not only devoted to his clients, but also diligently mentors and guides the advisors and staff of SDWMA.
- Member—The Financial Planning Association (FPA)
- Member—CFA Society of Pittsburgh
B.S.—Business, Smeal College of Business, Penn State University M.B.A.—Finance, Katz Graduate School of Business, University of Pittsburgh
Professional Designations and Licenses
- Chartered Financial Analyst®
- Chartered Financial Analyst®
- Accredited Investment Fiduciary Analyst™