Derek holds a bachelor’s degree in Business Administration with a concentration in Finance from the University of Pittsburgh and holds the Chartered Financial Analyst (CFA) designation. He is a volunteer for CFA Institute and a member of the CFA Society of Pittsburgh.
Derek’s experience includes management of the endowment fund and excess working capital for Bucknell University as the Associate Director of Investments. This role required a comprehensive understanding and leadership of all aspects of managing an institutional investment portfolio such as:
-conducting research on financial markets, asset classes, as well as public and private investment opportunities
-evaluating endowment risk, return expectations, and liquidity within the context of the University’s overall objectives & constraints
-collaborating, guiding, and educating key fiduciaries such as University board members and senior administration,
-drafting governance documents such as the endowment’s Investment Policy Statement,
-leading communication with key stakeholders such as students, faculty and donors.
He also participated on the University’s retirement plan oversight committee, regularly presented to students on the topics of investment & endowment management, and oversaw the University’s Student Managed Investment Fund.
In support of his community, Derek is a member of the Investment Committee of Centre Foundation, a $75 million foundation seeking to improve the quality of life for those living in Centre County, Pennsylvania.
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