Derek S Elleman is the Managing Director of RIA and is responsible for the overall strategic planning and management of the firm, providing  leadership in portfolio management, research, as well as many operating activities, including analyzing financial data and public records of companies, and providing support to other members of the firm in back office administration.

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Mr. Elleman  has been involved in the financial services industry for over 15 years getting his start on a Michigan State Student Investment Fund, an endowment managed by select undergraduate and MBA students at the university. He has served with RIA for over 12 years starting as an Equity Research Analyst.  He has also served in a consulting capacity for various investment advisories.

 

Mr. Elleman received a B.S. from the Eli Broad College of Business at Michigan State University with concentrations in Finance and Accounting.  He is in his candidacy for the Certified Financial Planning designation.