Derek Gage, CFA

As an Investment Analyst at Cornerstone Wealth, I bring a deep passion for investment strategy and a dedication to delivering thoughtful, data-driven solutions for our clients. I joined Cornerstone after transitioning from Sutton Wealth Advisors, where I honed my expertise as a Portfolio Manager. My professional journey also includes valuable experience at TCV Trust & Wealth Management, where I served on the Trust Investment Committee, conducted extensive equity research, and managed the firm’s fixed income strategies. These roles have given me a well-rounded perspective on portfolio management and a commitment to excellence in financial planning.

In the summer of 2022, my wife and I relocated from Richmond, Virginia, to Tampa, embracing all the opportunities the area has to offer. Working with Cornerstone has allowed me to combine my technical knowledge with my passion for building financial strategies that bring confidence and clarity to the clients we serve.

Outside of work, I enjoy exploring the vibrant Tampa area with my wife and our three children. Whether we’re discovering new places together or making memories at home, I value the balance between my professional endeavors and the meaningful moments with my family. I’m proud to bring that same sense of care and purpose to my work every day.