Today the only people who don't think markets work are the North Koreans, the Cubans and the stock pickers.”
- Rex Sinquefield
Principia was founded by J. Derek Imes. Prior to founding Principia, Derek was, for three years, an advisor at Merrill Lynch in the Global Private Client Division, primarily managing investment portfolios for high net worth individuals, charitable foundations, and small to midsize corporations. Before joining Merrill Lynch, Derek was with Morgan Stanley for four years serving individuals and retirement plans.
Derek graduated from the University of Georgia's Terry College of Business with a degree in International Business and German.Derek graduated from the University of Georgia's Terry College of Business with a degree in International Business and German. In the past, he has held Certified Investment Management Analyst (CIMA) designation through the Wharton School of the University of Pennsylvania. This designation of the Investment Management Consultants Association promotes the highest standard of personal and professional conduct in the investment management consulting profession.
In addition, he has also earned the Accredited Investment FiduciaryTM designation, awarded by the Center for Fiduciary Studies at the University of Pittsburgh. Designees must be able to understand and articulate the legal and regulatory environment surrounding the fiduciary, be able to develop and implement an effective investment management process applying the principles of Modern Portfolio Theory, document all due diligence, and above all, treat their clients with the utmost prudence and care.
Derek spent several years as a competitive cyclist, racing mountain bikes as a top level amateur on the national circuit. He is also a member of the board of directors of Terrapin Beer Company LLC.
- Founded by J. Derek Imes
- Derek earned the Certified Investment Management Analyst (CIMA) designation through the Wharton School of Business
- Awarded the Accredited Investment Fiduciary designation by the Center for Fiduciary Studies