Derek Taddei | Source | Retirement Specialist at HoyleCohen, LLC

Mr. Taddei’s primary responsibilities include managing the overall process of implementing and servicing organizational retirement plans with Firm clients, participating in the managed products research subcommittee, which is the backbone of the investment selection process for participant directed retirement plans, and coordinating the Firm’s investment work for Plan Sponsors with Recordkeepers, Administrators, Custodians, and other professional service firms engaged by our clients.

He has a decade of financial industry experience, joining Stellar Capital Management in 2013 as an intern, transitioning through different roles gaining a deep understanding of the business, to his current role with research and retirement plans. He is a member of the Central Arizona Estate Planning Council and the Western Pension & Benefits Council.