PORTFOLIO MANAGEMENT
Darren Ford, CFA®, CAIA®, CIPM®
Portfolio Analyst
As a member of the portfolio management team, Darren is responsible for managing client investment portfolios, formulating asset allocations, and performing research and due diligence on all investment vehicles with a focus on mutual funds. Darren joined our team in 2022.
In His Own Words:
“Saving and investing for the long term is a difficult task. Helping clients execute their plans and navigate the markets to achieve financial peace of mind keeps me motivated every day.”
Past Experience:
Business Development Coordinator, AdvisorEngine
Business Development, Abrigo
Credentials/Certifications:
CAIA® charterholder
CFA® charterholder
CIPM® charterholder
Member, CFA Society North Carolina
Wake Forest University, MA in Sustainability Studies
Hope College, BA in Economics and Business Management