Derek has more than 25 years of experience in the financial services industry and joined our firm in 2015. 在他的bet9游戏平台中, 他曾为高净值人士提供咨询bet9平台游戏, 基金会, 捐赠基金, and retirement plans on a broad list of topics including asset allocation, 投资政策设计, 项目组合管理, investment manager due diligence and financial planning.
作为领导团队不可或缺的一员, Derek serves as the Chief Executive Officer of Schneider Downs 财富管理 Advisors. Derek is also a 股东 at Schneider Downs & Co.公司. 也是运营委员会的成员, contributing to the growth and integration of SDWMA with the greater firm. Committed to seeking positive growth in all of his relationships, 德里克不仅全心全意为他的客户bet9平台游戏, but also diligently mentors and guides the advisors and staff of SDWMA.
Derek resides in Wexford, PA with his wife, Barbara, and his three children, Dylan, Ava, and Ethan. 他喜欢打高尔夫球。, 看电影, and spending time with his family and their two dogs, 露西和斯各特.
B.S. ——宾夕法尼亚州立大学商学院
M.B.A. -匹兹堡大学金融学
财务策划协会会员
匹兹堡CFA协会会员
你有什么爱好/个人爱好吗?
I’ve always enjoyed playing and watching most sports. As I get older, I’m doing a lot more watching than playing.
你收到过的最好的建议是什么?
Treat people the way that you want to be treated.
你的榜样是谁?
我的妈妈和爸爸.
你童年的梦想是什么?
打职业棒球. 我没有很接近那个.
If you could go back in time, what advice would you give your college self?
Be sure that you appreciate and enjoy the journey along the way.
人们会惊讶地发现我……
started off as a chemical engineering major in college. Luckily, I moved over to business in my junior year. 这是一个更好的选择.
What is the best or most interesting thing about your career?
My industry is always changing and it’s great for someone like me that wants to continue to learn and grow professionally. It’s also very rewarding to connect with my clients on a very personal level as I help them reach their long-term goals.
你的第一份工作是什么?
Paperboy for The 匹兹堡 Press when I was 12 years old. Those were the days when we had a morning and afternoon newspaper in 匹兹堡.
When you have an hour of free time, what do you like to do?
Hang out with my wife and our three kids (and our dog – Scout).
你对年轻的专业人士有什么建议吗?
Try and turn any of the frustrations that you come across in your career into opportunities. It is amazing the change that occurs in you when you look at how you can improve situations rather than complain about them.
