Derek joined Conestoga Capital Advisors in May 2015 and became Co-Portfolio Manager for the firms SMid Cap Growth strategy on February 1, 2016. He also provides equity research across the Small- to Mid-Cap universe. His has twenty years of experience in the financial investment industry.
Prior to joining Conestoga, Derek worked as a Co-Portfolio Manager for small and smid cap portfolios at 300 North Capital, LLC, located in Pasadena, CA (2007-2015). He also served as an Equity Research Analyst for small cap equities at Engemann Asset Management for two years, and as an Equity Research Associate at Banc of America Securities for three years. Earlier in his career, Derek worked at Thomson Financial, Caspian Securities, Inc. and Smith Barney, all based out of New York, NY.
Derek received a Bachelor of Science degree in 1995 from Boston College, and an M.B.A. from the University of Southern California's Marshall School of Business. He has been a CFA Institute Charterholder since 2003.