Derek Beiter

Senior Investment Analyst

Derek Beiter Headshot

Derek is a Senior Investment Analyst conducting investment research of third-party investment managers. He is also a member of the Strategic Model Portfolio Committee and Chair of the Optimum Model Portfolio Committee.

Derek joined LPL Research in 2023. He has over 20 years of experience conducting investment manager research.

Prior to joining LPL Financial

Derek worked at Wells Fargo where he was a Senior Investment Analyst covering U.S. fixed-income managers. Previously, he worked at Edward Jones and A.G. Edwards, covering managers within fixed-income, U.S. equities, emerging markets, and commodities. Derek has also served as a university lecturer and public policy consultant.

Education & Achievements

Derek earned a BBA in Economics & Finance from McKendree University and an MA in Political Science from the University of Missouri St. Louis.

Chartered Financial Analyst®

He serves on the Board of Directors for the CFA Society of St. Louis.

Read Derek Beiter's Latest Posts

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Call it a Comeback? Active Large Growth Funds Get a Boost

| Derek Beiter

LPL Research finds that active large growth funds have started outperforming their index after a long period of underperformance and explores possible causes.

Why Not Both? Blending Active and Passive Management

| Derek Beiter

LPL Research analyzes the results of active management across asset classes and discusses how active and passive management can be used together in portfolios.

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