Derek J. Eichelberger, CFA®, CFP®, AIFA®

Derek J. Eichelberger, CFA®, CFP®, AIFA®, MBA  -  Director of Investment Strategy,
Investment Relationship Manager
Schneider Downs Wealth Management Advisors, LP.
 

Derek has more than 20 years of experience in the financial services industry. 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. In his role as Director of Investment Strategy, Derek is responsible for the firm's investment strategy, due diligence process, research agenda and is chair of the Schneider Downs Wealth Management Advisors Investment Committee.  In addition, Derek is responsible for managing all aspects of his client relationships.

 

Derek is a CFA® charterholder, a CERTIFIED FINANCIAL PLANNERTM practitioner, an Accredited Investment Fiduciary AnalystTM, a member of the Financial Planning Association (FPA), and a member of the Pittsburgh Society of Financial Analysts. He has a M.B.A. in Finance from the Katz Graduate School of Business at the University of Pittsburgh. Derek also holds a B.S. in Business from the Smeal College of Business at Penn State University.

Contact Derek at deichelberger@schneiderdowns.com

 

  
Derek has been selected a Five Star Wealth Manager SM.  As seen in Pittsburgh Magazine. Five Star Wealth Managers are selected through an independent rating service.
 
  “It is often our job to help our clients take a long-term view of their investments and not get bothered by the short-term “noise” of the investment markets. If you don’t get caught up in emotional decision making, you can improve your long-term investment results.”  
 

To learn more about the professional history of our financial advisors, please visit FINRA's BrokerCheck.