Derek Oxford
Derek Oxford is a portfolio trader. He graduated in 2004 with a Degree of Bachelor of Science in Finance from Florida State University. Derek has worked for CPS Investment Advisors since July of 2008. He has worked in the back office of two of the largest brokerage houses in the world, Merrill Lynch and Fidelity Investments. During his time at Merrill Lynch, Derek was the internal representative for the West coast Annuity Sales Representative, and an Institutional omnibus trader. While with Fidelity Investments, Derek was one of 25 college planning specialist for the entire company handling the Southeast region of the U.S. Derek brings insight from back-office exposure, direct-client contact, and years of market experience.
Derek’s current duties include the daily maintenance and reconciliation of account portfolios, assisting the investment committee, providing research to advisors, assisting with seminars and newsletters, all while offering an excellent client experience.
Derek loves to spend time with his wife, son, and two dogs. Derek enjoys golf, rock climbing, running, swimming, and stand up paddleboarding.