Derek has more than 25 years of experience in the financial services industry and joined our firm in 2015. 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, Derek serves as the Chief Executive Officer of Schneider Downs Wealth Management Advisors. Derek is also a Shareholder at Schneider Downs & Co., Inc. and a member of the Operating Committee, contributing to the growth and integration of SDWMA with the greater firm. 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 golf, watching movies, and spending time with his family and their two dogs, Lucy and Scout.
Chartered Financial Analyst®
CERTIFIED FINANCIAL PLANNER™ Practitioner
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
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Email us: sdwealthmanagement@schneiderdowns.com
Schneider Downs Wealth Management, LP (“SD Wealth Management” or “SDWMA”) is an SEC Registered Investment Advisor specializing in the Investment Management and Financial Planning Services for Individual Investors; Investment Management and Investment Committee Services for Institutions and Non-Profits; and Corporate Solutions and ERISA Fiduciary Services. Registration with the SEC does not imply any level of skill or training.
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