Derek Ballinger, CFA®

I am endlessly fascinated by financial markets and economics. I love this field because there are so many niche topics to learn that all tie into the big picture of the global economy.

As a CFA® charterholder, I work closely with Nate to construct investment strategies for Crosby Advisory Group. I oversee portfolio strategy, investment research, and ongoing portfolio management to help align client portfolios with their long-term goals. My role involves evaluating market conditions, identifying risks and opportunities, and making disciplined adjustments grounded in a consistent investment process. I also work closely with Nate and Jarrod to ensure portfolio decisions support each client’s broader financial plan. I'm always looking for new and innovative technology to help optimize client portfolios to achieve designated strategy goals. As a licensed financial advisor, I also work with clients to develop customized plans for retirement goals.

I also work with CAG Marketing clients to streamline their business processes and apply the latest marketing technology to their business. If you need help with web design, SEO and video editing, give me a call. 

I graduated with honors from The Ohio State University with a specialization in Economics & Philosophy. I currently live in Denver, Colorado where I spend any free time playing chess, training jiu jitsu and snowboarding with my wife Lily and dog Eva.