Derek Schug

Derek Schug, CFA has over 30 years of experience in the investment industry. Derek is currently the SVP Head of Portfolio Management at Kestra Investment Management. Prior to this, they held a role as a Portfolio Manager and Investment Strategist at AlphaSimplex Group, where they led the strategy model portfolio creation and delivery business and served as co-portfolio manager for the company's own fund. Before that, Schug founded and served as President of SandBox Investment Partners, LLC. Derek also held positions at LPL Financial as Vice President - Investment Strategist, Columbia Management as Senior Vice President - Investment Services / Relationship Management, and Fidelity Investments as Director - Investment Consultant.

Derek Schug, CFA holds a Bachelor of Science (B.S.) degree in Economics from Vanderbilt University. Derek has also obtained the CFA certification.