John William Derrick
Directeur/Membre du Conseil chez CFA Society of San Antonio
Profil
Mr. John W.
Derrick, CFA, is a Director at CFA Society of San Antonio and Equity Portfolio Manager at Matterhorn Capital Management LLC.
He serves as the co-portfolio manager for all of Matterhorn’s growth strategies, is co-manager for all blended strategies, and is a senior member of the firm’s investment committee.
Mr. Derrick formerly was the Director of Research and Portfolio Manager for U.S.
Global Investors, Inc., where he managed the day-to-day operations of the portfolio management team and had daily oversight over five mutual funds.
Prior, he was the firm’s Fixed Income Portfolio Manager, managing two money market funds and two muni bond funds.
Prior to U.S.
Investors, Mr. Derrick worked in sales and marketing at Fidelity.
He has more than 15 years of experience managing domestic and global investment strategies.
Mr. Derrick received his BBA in Finance from the University of Texas at Arlington and is a Chartered Financial Analyst.
He has been a board member of the CFA Society in San Antonio since 2009 and is its past president.
Postes actifs de John William Derrick
Sociétés | Poste | Début |
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CFA Society of San Antonio | Directeur/Membre du Conseil | - |
Anciens postes connus de John William Derrick
Sociétés | Poste | Fin |
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US Global Investors, Inc. (Asset Management)
US Global Investors, Inc. (Asset Management) Investment ManagersFinance US Global Investors, Inc. (Asset Management) (USGI) is the fund management division of US Global Investors, Inc. (NASDAQ: GROW), an investment firm headquartered in San Antonio, Texas. The firm was founded in 1968 and formerly known as United Services Funds. USGI manages mutual funds and ETFs for individual and institutional clients. | Directeur de la Recherche - Actions | 01/04/2015 |
FMR LLC
FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Sales & Marketing | 31/12/1998 |
Matterhorn Capital Management LLC
Matterhorn Capital Management LLC Investment ManagersFinance Founded in 2005 by Juan Landa and Stefan Grater, Matterhorn Capital Management LLC is a registered investment advisor located in San Antonio, Texas. The firm was acquired by Avalon Advisors LLC in 2016. Matterhorn manages equity and fixed-income portfolios for high net-worth individuals, family offices, regional advisory groups and institutional investors. | Membre du Comité d'Investissement | - |
U.S. GLOBAL INVESTORS, INC. | Directeur Technique/Scientifique/R&D | - |
Formation de John William Derrick
The University of Texas at Austin | Undergraduate Degree |
Expériences
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Entreprise privées
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Entreprises liées au 1er degré
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Sociétés liées
Sociétés cotées | 1 |
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U.S. GLOBAL INVESTORS, INC. | Miscellaneous |
Entreprise privées | 4 |
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US Global Investors, Inc. (Asset Management)
US Global Investors, Inc. (Asset Management) Investment ManagersFinance US Global Investors, Inc. (Asset Management) (USGI) is the fund management division of US Global Investors, Inc. (NASDAQ: GROW), an investment firm headquartered in San Antonio, Texas. The firm was founded in 1968 and formerly known as United Services Funds. USGI manages mutual funds and ETFs for individual and institutional clients. | Finance |
FMR LLC
FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Finance |
CFA Society of San Antonio | |
Matterhorn Capital Management LLC
Matterhorn Capital Management LLC Investment ManagersFinance Founded in 2005 by Juan Landa and Stefan Grater, Matterhorn Capital Management LLC is a registered investment advisor located in San Antonio, Texas. The firm was acquired by Avalon Advisors LLC in 2016. Matterhorn manages equity and fixed-income portfolios for high net-worth individuals, family offices, regional advisory groups and institutional investors. | Finance |