We already have a page that shows us in the office setting, with the usual bios about our path and role and interests. Thought it would be fun to highlight one team member every month, with some Q&A and out-of-office pics. Derek is the first “volunteer”, with a short video talking about his role at Aptus.
Hope you enjoy getting to know us!
Places I’ve Lived
Western New York (Olean) to University of Arizona (Tucson) to Detroit/Buffalo/Cleveland to South Florida. Charlotte is home since 2006
Who I Root For
Dylan’s baseball and math, Anna’s swim and theatre. Arizona Wildcats, Buffalo Bills, St. Bonaventure Bonnies, Charlotte Hornets
What I Listen To
Mostly classic rock (sadly now including 80s/90s rock), and a few newer artists like Zac Brown, Jason Isbell, The War on Drugs
Food & Drink
Green tea(addicted to Honest Moroccan Mint since 2005), pizza, all the meats, fish tacos, BBQ, cold beer
Best Part of My Job
Helping advisors develop language clients can embrace
Nights & Weekends
Wife & kids, business reading/podcasts, sports watching, firepit trivia
Favorite Trips
Hawaii honeymoon, extended family summer trips to lake/beach, anywhere “away” with my wife
Favorite Quote
“Be kind, for everyone is fighting a hard battle.” Plato
Favorite Shows/Movies
Seinfeld, Friday Night Lights, Shawshank Redemption, Good Will Hunting, Caddyshack, The Office, Ted Lasso
More Team Highlights
Will Gardner: Advisor Transitions & Support
James Yahoudy, CFP: Strategic Consulting & Enterprise Relationships
John Luke Tyner, CFA: Portfolio Manager & Fixed Income
Beckham Wyrick, CFA: Portfolio Manager & Portfolio Reviews
Mark Callahan: Institutional Trading & Analytics
Matt McGowan, CAIA: Strategic Consulting
Clay Calhoun: Trading & Client Services
James Bai: VP of Product Management
John Goldsberry: Facilitator / Operations / Technology
