Derek J. Winn, CFA

Derek advises families and business owners in the areas of wealth accumulation, distribution and generational transfer. He draws from nearly 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 & professional credentials

• B.S., University of Wisconsin - Madison
• M.B.A., Beta Gamma Sigma, University of Wisconsin - Milwaukee
• Chartered Financial Analyst (CFA) Charterholder