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Derek Schug, CFA

Derek Schug, CFA

Senior Vice President, Head of Portfolio Management

Senior Vice President, Head of Portfolio Management Derek Schug currently serves as the SVP, Head of Portfolio Management for Kestra Investment Management.

Prior to joining KIM, Derek was a Portfolio Manager at AlphaSimplex. There he was responsible for the strategic development, delivery, research, and ongoing portfolio management of AlphaSimplex’s asset allocation products with an emphasis on the model portfolio delivery business where AlphaSimplex acts as a Portfolio Strategist. He also served as a co-portfolio manager for the AlphaSimplex Dynamic Allocation Strategy. He has over 25 years of industry experience.

Prior to this, Derek was the Founder and CEO of SandBox Investment Partners, LLC, a quantitative investment management firm focused on managing tactical ETF portfolios for Financial Advisors and Institutions. Prior to founding SandBox, Mr. Schug served as Vice President, Investment Strategist at LPL Financial, where he led a team tasked with generating investment ideas across an expansive suite of asset allocation portfolios and also led the creation and ongoing management of new asset allocation model types. Prior to joining LPL Financial in 2005, he spent over four years at Columbia Management, where he created and managed the firm’s Investment Services Team. Derek Schug began his career at Fidelity Investments in 1992.