A lifelong resident of Bismarck, N.D., Derek has been in the investment industry since 2016. As an investment officer, Derek is in charge of portfolio management and works closely with all other Bravera Wealth advisors. Derek is a Certified Investment Management Analyst, CIMA® and holds his series 7 & 66 securities and ND insurance licenses. “Fundamental and quantitative research serves as a foundation for my perspective across all asset classes, which in turn will deliver better outcomes for our clients.” Derek enjoys volunteering in the community and serves on multiple committees within the Light of Christ Catholic Schools.
- Certified Investment Management Analyst® (CIMA®)