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About
Derek Gage, CFA, is an Investment Analyst at Cornerstone Wealth Group, LLC, based in Tampa, Florida. In this role, he is responsible for conducting equity research, overseeing fixed income strategies, and supporting portfolio construction with a strong emphasis on risk mitigation and comprehensive investment management. Derek's expertise spans both equity and fixed income asset classes, leveraging his analytical skills to craft diversified portfolios for high-net-worth clients and institutional investors.
Prior to joining Cornerstone Wealth Group, Derek was an Investment Analyst at Sutton Wealth Advisors, Inc., and previously served as Vice President - Investment Portfolio Manager at TCV Trust & Wealth Management. At TCV, he played a pivotal role on the Trust Investment Committee, managing the firm's fixed income strategies and contributing to equity research processes.
Derek earned his Bachelor of Arts in Economics from the College of William & Mary and is a Chartered Financial Analyst (CFA) charterholder. He has passed multiple securities licensing exams, including the Series 7 and Series 66, and is recognized for his thorough approach to portfolio management, risk mitigation, and investment analysis across multiple sectors.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Cornerstone Wealth Group, LLC | Investment Analyst | Jan 2024 to Present | — |
| Sutton Wealth Advisors, Inc. | Investment Analyst | Aug 2022 to Jun 2024 | — |
| TCV Trust & Wealth Management | Vice President - Investment Portfolio Manager | Feb 2017 to Jun 2022 | ● Chairman of Trust Investment Committee, overseeing investment of firm’s approximately $1.7 billion in client assets. Formulate investment policies and asset allocation strategies. ● Sole manager of ... |
| Genworth | Treasury Analyst | Jan 2016 to Feb 2017 | Custody Operations • Daily Repo back office responsibilities • Counterparty Liaison • Rate analysis • Margin calls • Processing of Asset transfers/swings as required • Query resolution & Liaison– Port... |
| Thompson, Siegel & Walmsley | Portfolio Assistant | Apr 2011 to Jan 2016 | • Monitored accounts for variances from stated investment policy guidelines and proactively propose adjustments. • Anticipated cash flow events and implement planning procedures. • Completed documenta... |
| MFS Investment Management | Asset Control Specialist | Dec 2009 to Apr 2011 | • Reduced operational risk by reconciling cash and assets between MFS and custodian banks daily • Assisted in development of new procedure to monitor currency balances, improved portfolio performance ... |
| State Street | Institutional Investor Reporting Associate | Jan 2008 to Dec 2009 | • Reduced risk of loss by processing institutional shareholder trades and maintaining accurate records of trades and shareholder positions • Monitored daily money movements and reduced client risk by ... |
Education
William & Mary
Bachelor of Arts, Economics
2004 — 2008
Skills & Expertise
Others at Cornerstone Wealth Group, LLC (6)
| Name | Role | Location |
|---|---|---|
 | Investment Analyst | Charlotte, NC , United States |
C Cliff Hodge | Chief Investment Officer | Huntersville, NC , United States |
 | Managing Partner | Cornelius, NC , United States |
 | Managing Partner | San Francisco, CA , United States |
 | Partner | United States |
 | Senior Analyst | Charlotte, NC , United States |
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 | Head Equity Trader | Smith, Salley & Associates | United States |
 | Portfolio Manager, Equity Analyst | Smith, Salley & Associates | United States |
 | Chief Investment Officer | Salem Investment Counselors Inc. | Chapel Hill, NC , United States |
 | Portfolio Analyst | Salem Investment Counselors Inc. | Raleigh, NC , United States |
