Derek J. Eichelberger CFA, CFP®, AIFA®

Derek has more than 20 years of experience in the financial services industry. Throughout his career, he has advised high-net-worth individuals, foundations, endowments, and retirement plans on a broad list of topics including: asset allocation, investment policy design, portfolio management, investment manager due diligence and financial planning.

As an integral member of the leadership team of Schneider Downs Wealth Management Advisors, Derek serves as Director of Investment Strategy, and as the chair of the Schneider Downs Wealth Management Advisors Investment Committee. Committed to seeking positive growth in all of his relationships, Derek is not only devoted to his clients, but also diligently mentors and guides the advisors and staff of SDWMA.

Derek resides in Wexford, PA with his wife, Barbara, and his three children, Dylan, Ava, and Ethan. He enjoys playing soccer, watching movies, and spending time with his family and their dog, Scout.

Education

B.S. in Business, Penn State University
M.B.A. in Finance, University of Pittsburgh

Professional and Community Involvement

Memberships and Associations

Member, Financial Planning Association (FPA)

Member, CFA Society of Pittsburgh

Do you have a hobby/personal passion? 
I’ve always enjoyed playing and watching most sports.  As I get older, I’m doing a lot more watching than playing.

What was the best advice you’ve ever received? 
Treat people the way that you want to be treated.

Who is your role model? 
My mother and father

What was your childhood dream? 
To play professional baseball.  I didn’t get very close on that one.

If you could go back in time, what advice would you give your college self? 
Be sure that you appreciate and enjoy the journey along the way.  

People would be surprised to know that I…
started off as a chemical engineering major in college.  Luckily, I moved over to business in my junior year.  That was a better fit.

What is the best or most interesting thing about your career? 
My industry is always changing and it’s great for someone like me that wants to continue to learn and grow professionally.  It’s also very rewarding to connect with my clients on a very personal level as I help them reach their long-term goals.  

What was your first job?
Paperboy for The Pittsburgh Press when I was 12 years old.  Those were the days when we had a morning and afternoon newspaper in Pittsburgh.

When you have an hour of free time, what do you like to do? 
Hang out with my wife and our three kids (and our dog – Scout)

Do you have advice for young professionals? 
Try and turn any of the frustrations that you come across in your career into opportunities.  It is amazing the change that occurs in you when you look at how you can improve situations rather than complain about them.

Derek J. Eichelberger  CFA, CFP®, AIFA®

our thoughts on

Estates and Trusts Tax Update - November 2021
International Fraud Awareness Week 2021
Tax Reform 2021 - Build Back Better: Proposed Changes to Section 199A Qualified Business Income Deduction
Proposed Legislation Targets Estate and Gift Tax Planning
IRS Provides Taxpayer-Friendly Guidance for the Employee Retention Credit
featured
big problem:
Interested in exploring your company’s employee benefit plan options? Email me directly here.
big thinking:
A limited employee benefit plan.

Shareholder Joe Bruce has more than 21 years of public accounting experience since joining Schneider Downs in 1996. He has expertise with a variety of clients including construction, manufacturing, retail, oil and gas industries, and employee benefit plans.

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