Derek Crump

President at CPWM LLC

Consumer Services

Finance

Profile

Mr. Derek A.
Crump is a Partner, President, Chief Operating Officer & Chief Investment Officer at CPWM LLC.
Prior to joining CPWM, he served as the Chief Investment Officer for the Private Client Services division and Retirement Plan Division of Kibble & Prentice.
Mr. Crump holds a Bachelor’s degree in Economics and Government from Connecticut College.
He also earned a Masters in Economics from the London School of Economics.
He holds the Series 65 license.

Derek Crump active positions

Companies	Position	Start
CPWM LLC CPWM LLC Investment ManagersFinance CPWM LLC (do-business-as Columbia Pacific Wealth Management) is a registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was co-founded by Jeremy Kiefer as CPCM LLC in 2010. It was acquired in 2021 by CI Financial Corp. (TSE: CIX, NYSE: CIXX) in Canada. CPWM provides investment consulting, financial planning, and wealth management services to high net-worth individuals and institutional clients. They also act as General Partner and/or investment manager to the CP Funds.	President	-

All active positions of Derek Crump

Training of Derek Crump

London School of Economics & Political Science	Graduate Degree
Connecticut College	Undergraduate Degree

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Linked companies

Private companies	1
CPWM LLC CPWM LLC Investment ManagersFinance CPWM LLC (do-business-as Columbia Pacific Wealth Management) is a registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was co-founded by Jeremy Kiefer as CPCM LLC in 2010. It was acquired in 2021 by CI Financial Corp. (TSE: CIX, NYSE: CIXX) in Canada. CPWM provides investment consulting, financial planning, and wealth management services to high net-worth individuals and institutional clients. They also act as General Partner and/or investment manager to the CP Funds.	Finance