As a Portfolio Manager at AlphaSimplex, Derek Schug is responsible for the strategic development, delivery, research, and ongoing portfolio management of AlphaSimplex’s asset allocation products. His work focuses on the model portfolio delivery business where AlphaSimplex acts as a portfolio strategist.

Mr. Schug joined AlphaSimplex in 2014. Prior to this, Mr. Schug was the founder and CEO of SandBox Investment Partners, LLC, a quantitative investment management firm. Prior to founding SandBox, Mr. Schug served as vice president, investment strategist at LPL Financial. Prior to joining LPL Financial in 2005, Mr. Schug spent over four years at Columbia Management, where he created and managed the firm’s investment services team.

Mr. Schug received a BS in economics with a minor in business from Vanderbilt University. Mr. Schug is also a CFA® charterholder.

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Fund Managed