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.
EducationDerrick is a graduate of Wright State University with a degree in Finance.
Professional Experience & Areas of FocusDerrick 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)