Striving to further the profession with diverse opportunities in continuing education, advocacy, ethics awareness, and networking.
Derek Hernquist is a behavioral financier and the Head of Advisor Experience at Aptus Capital Advisors, where he works to simplify the investment process for the firm’s clients. Previously, Derek was a Portfolio Manager at D. Scott Neal, Inc. where he focused exclusively on implementing an ETF-based Tactical Asset Allocation program for the firm’s investment clients. He studies price action across multiple time frames in search of sectors and asset classes transitioning from one phase of sentiment to another.
His philosophy was shaped by years spent observing clients, first while working as a stockbroker and then while running a retail trading desk in the late 1990s. These experiences led him to combine behavioral finance with his math background to more objectively measure the collective psychology of the market.
Derek earned a BS in Finance from the University of Arizona and lives in Charlotte with his wife and two children.