Derek Eichelberger
Algemeen Directeur bij Schneider Downs Wealth Management Advisors LP
Profiel
Mr. Derek J.
Eichelberger, CFA MBA, is a Chief Executive Officer at Schneider Downs Wealth Management Advisors LP.
He has over 25 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 he 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, he is responsible for managing all aspects of his client relationships.
He is a CFA charter holder, a Certified Financial Planner practitioner, an Accredited Investment Fiduciary Analyst, a member of the Financial Planning Association, 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.
He also holds a B.S.
in Business from the Smeal College of Business at Penn State University.
Actieve functies van Derek Eichelberger
Bedrijven | Functie | Begin |
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Schneider Downs Wealth Management Advisors LP
Schneider Downs Wealth Management Advisors LP Investment ManagersFinance Schneider Downs Wealth Management Advisors LP (SDWMA) is a SEC-registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm was founded in 2000 and they are a subsidiary of Schneider Downs Financial Advisors LP. SDWMA offers investment management services to individuals, trusts, estates, pension plans, charitable organizations and business entities. | Algemeen Directeur | 01-10-2023 |
Eerdere bekende functies van Derek Eichelberger
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Gibson Capital LLC
Gibson Capital LLC Investment ManagersFinance Gibson Capital LLC (Gibson) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Wexford, Pennsylvania. The firm was founded in 1989 by Roger C. Gibson as Gibson Capital Management, Ltd. Gibson provides investment advisory services, based on a strategic asset allocation approach, to high net-worth individuals, foundations, and retirement plans nationwide. | Analyst-Equity | 12-08-2014 |
Opleiding van Derek Eichelberger
University of Pittsburgh | Masters Business Admin |
Smeal College of business | Undergraduate Degree |
Ervaring
Beklede functies
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Bedrijven in privébezit | 2 |
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Gibson Capital LLC
Gibson Capital LLC Investment ManagersFinance Gibson Capital LLC (Gibson) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Wexford, Pennsylvania. The firm was founded in 1989 by Roger C. Gibson as Gibson Capital Management, Ltd. Gibson provides investment advisory services, based on a strategic asset allocation approach, to high net-worth individuals, foundations, and retirement plans nationwide. | Finance |
Schneider Downs Wealth Management Advisors LP
Schneider Downs Wealth Management Advisors LP Investment ManagersFinance Schneider Downs Wealth Management Advisors LP (SDWMA) is a SEC-registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm was founded in 2000 and they are a subsidiary of Schneider Downs Financial Advisors LP. SDWMA offers investment management services to individuals, trusts, estates, pension plans, charitable organizations and business entities. | Finance |