“Life is unpredictable. What I love about my job is being able to assist families in developing a deeply thoughtful plan for their specific needs and giving them trusted advice for whatever their future holds. I truly believe in living my life in service to others, and I want our clients to know that our firm always has their best interest at heart. At Ratio, we take a team approach to caring for our clients. We know that finances are only valuable as part of an understood path and we are truly dedicated to being a trusted resource at every turn.”
Derek’s experience is rooted in institutional portfolio management and public/private equity analysis. He is also well versed in business development and operations management for both for-profit and not-for-profit organizations. He holds a FINRA Series 7, Series 63, and Series 65 license. Prior to joining Ratio Wealth Group, Derek was a Portfolio Manager and Managing Director of Inspire Capital Partners. Previously, he was a Partner at Denver Investments LLC, where he served as Co-Portfolio Manager for Large-Cap Growth Institutional Clients and on the Westcore Large-Cap Growth Fund. He was also the Investor Relations Manager for publicly-traded Newmont Mining Corporation (NEM-NYSE). Additionally, Derek was an Analyst and Assistant Portfolio Manager at Berger Funds specializing in the technology and energy sectors.
Work : Life
When he’s not serving clients, you’ll find Derek serving the community through non-profit organizations and coaching youth soccer and basketball. Derek is very proud to serve as a Board Trustee for Regis University.