Kestra Investment Management
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.
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Kestra Investment Management
Kestra Investment Management is a team of dedicated investment professionals with more than a century of combined experience, having managed assets for some of the industry’s most respected firms. Our cost-effective approach, focused on the needs of independent financial professionals, couples extensive investment expertise with portfolio solutions that are flexible and easy to use. Our investment solutions are built on an open-architecture framework that is enhanced by in-depth manager research. Our investment vehicles are selected from a wide array of third-party investment managers. Learn more about us at www.KestraIM.com Kestra Investment Management, LLC is an investment adviser registered with the Securities and Exchange Commission (“SEC”). Kestra IM is an affiliate of Kestra Holdings.