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Derek Schug

Senior Vice President & Head of Portfolio Management

Kestra Investment Management

United States, Texas, Austin

About Me

Asset management leader, portfolio manager, and innovator with demonstrated alpha creation through development of novel investment platforms, portfolios and solutions. Trusted investment professional who builds data-centric, process-driven research and management teams delivering returns across mutual funds, alternative strategies, ETFs, and CEFs. Entrepreneurial collaborator and founder with a track record of building new models, new approaches, new lines of business and multi-asset platforms. Key thought leader in the evolution of the traditional mutual fund and investment research process.

Profile Information

Senior Vice President & Head of Portfolio Management

Kestra Investment Management

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Austin

Texas

United States

Aug 21, 2024

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