Derek M. Schug, CFA


Investment Strategist, Asset Allocation Strategies, Portfolio Manager

As an Investment Strategist at AlphaSimplex, Mr. Schug is responsible for the strategic development, delivery, research and ongoing portfolio management of AlphaSimplex’s asset allocation products with an emphasis on the model portfolio delivery business where AlphaSimplex acts as a Portfolio Strategist. He has over 25 years of industry experience.

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 focused on managing tactical ETF portfolios for Financial Advisors and Institutions. Prior to founding SandBox, Mr. Schug served as Vice President, Investment Strategist at LPL Financial, where he led a team tasked with generating investment ideas across an expansive suite of asset allocation portfolios and also led the creation and ongoing management of new asset allocation model types. 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 B.S. in Economics with a minor in Business from Vanderbilt University. Mr. Schug is also a CFA® Charterholder.*


*CFA® is a registered trademark owned by the CFA Institute.