After spending seven years in the Property and Casualty Insurance industry, Darren joined a registered investment advisor in 2008. At this firm, he managed a team responsible for developing investment policies and the corresponding analysis for over 300 qualified retirement plans. Using a variety of tools and third-party software, such as Morningstar Direct and Zephyr StyleADVISOR, Darren ran in-depth analysis of mutual funds in all asset classes. He conducted extensive research of the investment vehicles that are offered in qualified retirement accounts, as well as asset allocation, portfolio optimization, and modern portfolio theory.
Darren had also developed relationships with many of the leading asset managers in the retirement industry. Currently at Global Retirement Partners, he is implementing a quarterly reporting system through a cloud-based Client Relationship Manager to track performance of investment options. This helps advisors improve their research process, integrate our investment analytics into their workflow, and explain our methodologies.
Darren is a registered investment advisor representative and he is currently enrolled in the Certified Investment Management Analyst® (CIMA®) program offered through the Investment Management Consultants Association®.