Derek is passionate about leveraging his expertise in investment risk and allocation to drive financial success for the firm's clients.
Joined Lido: 2022
Homebase: San Diego, CA
Professional Focus: Derek specializes in monitoring strategic asset allocation models and approving equity, fixed income, and derivatives trades aligned with clients' risk tolerance and investment objectives. He also handles conducting risk assessments to identify potential threats and opportunities within individual investment portfolios.
Education: Bachelor’s, Economics, UC Davis; Master’s, Financial Planning and Taxation, San Diego State University
Previous Work Highlights: Derek worked as a Financial Data Analyst at Axos Bank before joining Lido’s team, analyzing financial data using SQL and Tableau.
