Derek Eichelberger

Directeur Général chez Schneider Downs Wealth Management Advisors LP

Profil

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.

Postes actifs de Derek Eichelberger

Sociétés	Poste	Début
Schneider Downs Wealth Management Advisors LP	Directeur Général	01/10/2023

Anciens postes connus de Derek Eichelberger

Sociétés	Poste	Fin
Gibson Capital LLC	Analyst-Equity	12/08/2014

Formation de Derek Eichelberger

University of Pittsburgh	Masters Business Admin
Smeal College of business	Undergraduate Degree