Derek N. Eichenwald

About Derek N. Eichenwald

Derek Eichenwald serves as the CEO and Senior Investment Executive at Triumph Capital Management, where he leads with more than two decades of experience in the financial services industry. A graduate of Colorado State University, Derek earned his Bachelor's degree in Business Administration with a focus in Finance and Real Estate. He later went on to complete the Retirement and Estate Planning Certificate Program through the University of Pennsylvania’s Wharton School of Business, further expanding his expertise in guiding clients through complex financial landscapes.

Throughout his career, Derek has worked with some of Wall Street’s most respected firms, including Raymond James, AXA Equitable, and Salomon Smith Barney. His broad experience across these institutions has equipped him with a deep understanding of investment strategy, market dynamics, and long-term financial planning.

At Triumph Capital Management, Derek manages wealth for individuals, families, corporations, and non-profit organizations. His client-focused approach emphasizes tailored strategies that align with each client’s life goals, risk tolerance, and long-term vision. In addition to portfolio management, Derek provides comprehensive guidance in areas such as retirement planning, insurance and risk management, and advanced estate planning strategies.

Licensed to offer life, disability, health, and long-term care insurance, Derek combines a holistic view of financial well-being with the analytical precision of a seasoned investment professional. He currently holds the Series 7, 24, and 66 registrations, underscoring his commitment to maintaining the highest professional standards in wealth management.

Driven by a genuine passion for helping clients achieve financial confidence, Derek’s leadership at Triumph Capital Management reflects a steadfast dedication to integrity, transparency, and the pursuit of long-term success for every client he serves.

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Awards & Recognition

 

 

The inclusion of a wealth manager in the Five Star Wealth Manager award, as well as any other referenced award, is based in part, on client response to the survey and additional criteria utilized by awarding organization which are not necessarily representative of the experience of all clients. The awards or ratings are not indicative of the wealth manager's future performance or success.

The association of an adviser with the Financial Planning Association, as well as any other referenced organization does not imply a certain level of skill or training and is not indicative of the wealth manager's performance or success.