Derek is a member of the Consulting Support Group where he prepares quarterly client performance reports, asset allocation studies and investment manager searches. Additionally, he supports various other client related ad hoc projects.
Derek graduated from Skidmore College and SUNY New Paltz, where he earned a B.A. in English Composition and Music Theory and Composition. Recently, he also earned a certification in Data Analytics from Springboard’s Data Analytics Career Track Bootcamp.