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.
Derek resides in Wexford, PA with his wife, Barbara, and his three children, Dylan, Ava, and Ethan. He enjoys playing soccer, watching movies, and spending time with his family and their two dogs.
Chartered Financial Analyst®
CERTIFIED FINANCIAL PLANNER™ Practitioner
Accredited Investment Fiduciary Analyst™
B.S. in Business, Penn State University
M.B.A. in Finance, University of Pittsburgh
Member, Financial Planning Association (FPA)
Member, CFA Society of Pittsburgh
One PPG Place, Suite 1700
Pittsburgh, PA 15222
65 East State Street, Suite 2000
Columbus, OH 43215
1660 International Drive
McLean, VA 22102