Derrick Petry Senior Portfolio Manager Cincinnati Private Bank Team

As Portfolio Manager, Derrick Petry assists in the development of your personal investment policy guidelines. Derrick makes decisions about your investment mix while matching investment opportunities to your objectives—all while balancing risk against performance.

Education

Derrick is a graduate of Wright State University with a degree in Finance.

Professional Experience & Areas of Focus

Derrick is a Portfolio Manager for high net worth client relationships. He has over 14 years of trust and investment experience.

Licenses & Professional Designations

  • Chartered Financial Analyst (CFA)

Personal & Community Participation

Derrick serves on the board of the Dayton CFA Society. He is a member of the Humane Society of Greater Dayton's Finance Committee and has previously served on the Board of Directors.