dereke@triumphcapitalmanagement.com
Mr. Eichenwald is the CEO and Senior Investment Executive at Triumph Capital Management. He is a graduate of Colorado State University with a Bachelor's degree in Business Administration with a focus on Finance and Real Estate. Derek holds a Retirement and Estate Planning Certificate from the University of Pennsylvania’s Wharton School of Business. He has passed the Series 7 and 24 and currently holds his Series 66 registration and is also licensed to offer life, disability, health, and long term care insurance.
Derek has enjoyed a long career in financial services. He has worked at some of Wall Street’s largest financial institutions including Raymond James, AXA Equitable, and Salomon Smith Barney. He manages wealth for individuals, corporations, and non-profit institutions. Derek also assists clients of Triumph Capital Management on their lifetime financial and strategic goals through sound asset management, risk planning, retirement planning, and advanced estate planning techniques.
Nothing contained herein shall constitute an offer to sell or solicitation of an offer to buy any security. Material in this publication is original or from published sources and is believed to be accurate. However, we do not guarantee the accuracy or timeliness of such information and assume no liability for any resulting damages. Readers are cautioned to consult their own tax and investment professionals with regard to their specific situations. Advisory services are offered through Triumph Capital Management, a registered investment advisor. Insurance is offered through Triumph Capital, LLC, an independent agency.