Derek Baldwin, CFA

Senior Portfolio Manager at Gould Asset Management
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Contact Information
us****@****om
(386) 825-5501
Location
Los Angeles, California, United States, US
Skills

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Bio

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Credentials

  • Chartered Financial Analyst (CFA)
    CFA Institute

Experience

  • Gould Asset Management
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Senior Portfolio Manager
      • Dec 2022 - Present

    • Portfolio Manager
      • Jul 2016 - Dec 2022

    • Portfolio Analyst
      • Aug 2014 - Jul 2016

  • Union Bank
    • United States
    • Banking
    • 700 & Above Employee
    • AVP/Associate
      • Feb 2010 - Jul 2014

  • State Street
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Reporting Analyst
      • Sep 2009 - Feb 2010

  • CSULB Student Managed Investment Fund (SMIF)
    • Greater Los Angeles Area
    • Investment Analyst
      • Aug 2008 - Aug 2009

      Co-managed two $100,000 portfolios for the CFA Society of Orange County Foundation and the CSULB Department of Finance. Co-managed two $100,000 portfolios for the CFA Society of Orange County Foundation and the CSULB Department of Finance.

Education

  • California State University-Long Beach - College of Business Administration
    BS, Finance
    2004 - 2009

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