Derwin K. Osada, CFA®, Director, Investments, joined Tsukazaki & Associates, LLC, on December 1, 2011, adding further depth to the firm's investment management and consulting capabilities.
Derwin has more than 17 years of local institutional investment experience as a portfolio manager for equities, taxable fixed income, and municipal bonds.
most recently managed a $3-billion diversified institutional portfolio, where he
supervised all trading, analysis, and operations.
Previously, he was a partner in the development of a new asset management division, a key participant in a major balance sheet restructuring project, and developed quantitative investment management models for a large cap value mutual fund.
performs institutional investment management analysis, provides valuable strategic input, and prepares our current economic outlook.
holds the Chartered Financial Analyst® designation,widely considered the most respected and recognized investment credential in the industry.
Derwin has also served on the investment committee of one of the largest pension plans in Hawaii, as well as on boards of numerous organizations and nonprofits.
Derwin currently serves as a mentor to university students in the CFA Institute Research Challenge-an educational initiative that seeks to promote research best practices through hands-on training.