Derek J. Winn, CFA®
Derek advises families and business owners in the areas of wealth accumulation, distribution and generational transfer. He draws from two decades of experience as a practitioner as well as his deep commitment to the study of markets, investments, and behavioral finance. Derek approaches his clients with a genuine interest in their wellbeing, implementing strategies that reflect their unique circumstances and objectives.
Derek grew up in Janesville, attended college in Madison, then relocated to Brookfield with his wife, a Milwaukee area native. A proud family man, he appreciates all that Southeastern Wisconsin has to offer, especially its friendly people, excellent public schools, and short commutes. He is a history buff and music aficionado, two hobbies that help balance his busy professional and family roles.
Education and Professional Credentials
- B.S., University of Wisconsin - Madison
- M.B.A., Beta Gamma Sigma, University of Wisconsin - Milwaukee
- Chartered Financial Analyst (CFA) Charterholder
Best Sports Team
Elmbrook United Soccer
Something You Can't Live Without
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Early Morning After Coffee