Derek has been working directly with Mark over the past three years. He is critical to the practice and has been building relationships with all of our clients over that time.
Derek’s responsibilities include a variety of operational duties including account maintenance, fund transfers, new account opening, trade execution, and security analysis. Before joining Huntley Financial in 2017, Derek worked as production manager and craftsman at his family’s business, Clear Lake Furniture in Ludlow, VT where he has worked since its founding in 1994. Derek earned his BS in finance with a concentration in economics from Bentley University in Waltham, MA in 1993. Derek lives in Belmont, VT with his wife Stephanie and their two cats. In his spare time Derek enjoys outdoor activities including skiing, snowshoeing, golf, fishing and home improvement.