Executive Team – Derek Varner
KATHLEEN DUFFY, CFP® Professional, AIFA®, PPC™, ChFC® | MARTIN WILDY, CFA | DEREK VARNER, CFA | GEOFFREY CABER, AIF® | BRETT GREENFIELD, CFP® | KEN SURRATT
Derek W. Varner, CFA
Chartered Financial Analyst
Derek’s experience includes management of the endowment fund and excess working capital for Bucknell University as the Associate Director of Investments. This role included conducting research on financial markets, asset classes, as well as public and private investment opportunities. He also participated on the University’s retirement plan oversight committee. Prior to joining Bucknell, Derek served as Portfolio Manager and Investment Committee member with Aris Wealth Services, which is currently a division of AssetMark, Inc. At Aris, he participated in all aspects of management of the firm’s investment strategies, including total return, absolute return, values-based and income-oriented portfolios.
Derek holds a bachelor’s degree in Business Administration with a concentration in Finance from the University of Pittsburgh and holds the Chartered Financial Analyst (CFA) designation.