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Senior Investment Advisor (SIA)
Derrick Petry
Address
1 South Main Street Dayton, OH 45402 USContact Hours
By appointmentAbout Derrick
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.
Professional Experience
Derrick is a Portfolio Manager for high net worth client relationships. He has over 23 years of trust and investment experience.
Education
Derrick is a graduate of Wright State University with a degree in Finance.
Licenses & Professional Designations
- Chartered Financial Analyst
About Fifth Third Private Bank
With over 100 years of wealth planning experience, Fifth Third Private Bank delivers access to sophisticated investment solutions and challenges you to achieve the outcomes you desire. Our approach starts by understanding that each client is unique. Using a dedicated team approach, Fifth Third Private Bank collaborates to build plans centered around each individual and family. And because we have found many successful people may leave aspects of their plan unaddressed, our work doesn’t stop there. We continue to help you focus and manage your wealth as our relationship with you progresses.
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