As Portfolio Manager, Derek Bitter assists in the development of your personal investment policy guidelines. Derek makes decisions about your investment mix while matching investment opportunities to your objectives—all while balancing risk against performance.
EducationIndiana State University School of Business
Professional Experience & Areas of FocusDerek is experienced in the financial services industry. Most recently, Derek worked as the Southwest Regional Retirement Counselor for the Indiana Public Retirement System. Prior to that, he worked as the Chief Financial Officer of an Evansville-based healthcare company and spent 12 years as a Trust & Investments Officer of a Regional banking institution. He is a member of the Institute of Management Accountants and Evansville Estate & Financial Planning Council.
Licenses & Professional Designations
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Public Accountant (CPA)