Millennium Magazine_5th Ed

185 Millennium - A Marquis Who’s Who Magazine State University in Fort Collins, Colorado, and he holds retirement and estate planning certificates from The Wharton School at the University of Pennsylvania in Philadelphia. He additionally holds securities registrations Series 7, 66 and 24 and is licensed to offer life, disability, health and long-term care insurance. Working at some of Wall Street’s largest financial institutions, Mr. Eichenwald currently serves as chief executive officer and senior investment executive at Triumph Capital Management in Denver, where he assists clients on their lifetime financial and strategic goals through sound asset management, risk planning, retirement planning and advanced estate planning techniques. With 22 employees, Mr. Eichenwald is most proud of growing his business from nothing to an incredibly successful company. In 2019, Triumph Capital Management was ranked the 23rd Largest Wealth Manager in Colorado. Prior to his roles at Triumph Capital Management, Mr. Eichenwald served as chief executive officer of JP Turner & Company from 2009 to 2015. He was also senior portfolio manager and financial advisor at Raymond James from 2008 to 2009 and vice president of AXA Advisors from 2003 to 2008. Notable in his field, Mr. Eichenwald has been a Five Star Awarded Wealth Manager in 2014, 2015 and 2017 and a Top Ranked Investment Manager and Financial Planner by the Denver Business Journal in 2015 and 2016. Mr. Eichenwald is a member of the Financial Planning Association and is a frequent volunteer with Jewish charities and the Denver Chamber of Commerce. In five years’ time, Mr. his goal is to quadruple his company’s growth rate. He plans to achieve this goal by following his motto, “Work until you cannot work anymore.” F rom humble beginnings as a young man reading the finance section of the newspaper, Derek N. Eichenwald is now a renowned investment manager and financial planner in the state of Colorado. In 2002, Mr. Eichenwald received a BBA in finance and real estate from Colorado DEREK N. EICHENWALD CHIEF EXECUTIVE OFFICER Triumph Capital Management Denver, CO FINANCE AND INSURANCE