Derrick Wilson, CIMA®

Derrick Wilson, CIMA®
Derrick Wilson, CIMA®
Assistant Vice President & Portfolio Manager
  1. 717 West Sprague Avenue
    Spokane, WA 99201

Derrick is a Portfolio Manager of Manager Selection and Due Diligence for Washington Trust Bank’s Wealth Management & Advisory Services and a Certified Investment Management Analyst® professional. He is responsible for all external investment manager analysis, selection, …

About Derrick

Derrick is a Portfolio Manager of Manager Selection and Due Diligence for Washington Trust Bank’s Wealth Management & Advisory Services and a Certified Investment Management Analyst® professional. He is responsible for all external investment manager analysis, selection, monitoring and retention.

Derrick has gained greatly from over 10 years of financial services experience, most recently as a Senior Analyst in the Portfolio Management Group.

This experience has provided a strong background in investment fund structure, investment manager selection, monitoring and retention, product development and client asset allocation.

Advisory Expertise

  • Portfolio Management

Credentials

  • Certified Investment Management Analyst®

Education

  • MBA, Gonzaga University
  • BA, Eastern Washington University