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Derek Varner, CFA

Partner at Investment Research Partners, LLC

Derek Varner, CFA is a partner at Investment Research Partners, LLC, based in State College, Pennsylvania. Here are key details about his background and experience:

Education and Credentials

Derek holds a Bachelor of Science in Business Administration with a concentration in Finance from the University of Pittsburgh. He has also earned the Chartered Financial Analyst (CFA) designation.12

Professional Experience

Derek has nearly 15 years of investment management experience.2 His career highlights include:

  • Partner at Investment Research Partners, LLC (February 2021 - Present)4
  • Associate Director of Investments at Bucknell University (January 2015 - February 2021)4
  • Portfolio Manager at Aris Corporation (June 2008 - December 2014)4

Roles and Responsibilities

At Investment Research Partners, Derek serves as an Investment Manager.3 His experience includes:

  • Managing endowment funds and excess working capital for Bucknell University5
  • Conducting research on financial markets, asset classes, and public/private investment opportunities5
  • Participating in university retirement plan oversight committees5
  • Managing various investment strategies, including total return, absolute return, values-based, and income-oriented portfolios5

Professional Affiliations

Derek is actively involved in the financial community:

  • Volunteer for CFA Institute2
  • Member of the CFA Society of Pittsburgh2
  • Volunteer member of the investment committee of Centre Foundation2

Derek resides in State College, PA with his wife and three daughters.2 His expertise in institutional portfolio management, economic analysis, and investment research makes him a valuable partner at Investment Research Partners, LLC.

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Derek Varner, CFA
Derek Varner, CFA, photo 1
Derek Varner, CFA, photo 2
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Location

State College, Pennsylvania, United States