Thomas Anthony Derse

Consumer Services

Finance

Profile

Mr. Thomas A.
Derse is a Portfolio Manager & Analyst at Bernzott Capital Advisors.
He joined the firm in 2004.
Mr. Derse was previously employed as president of Channel Islands Capital Management, Inc. and a partner in an accounting firm, he managed portfolios and assisted clients with tax, estate, retirement, and business planning.
Mr. Derse obtained a BS in accounting from California State University - Fresno and an MS in taxation from Golden Gate University.
He is a Certified Public Accountant, and a CFA charterholder.
He is a member of the CFA Institute and CFA Society of Los Angeles.

Former positions of Thomas Anthony Derse

Companies	Position	End
Bernzott Capital Advisors Bernzott Capital Advisors Investment ManagersFinance Bernzott Capital Advisors (Bernzott) is an independent, SEC-registered asset management firm headquartered in Camarillo, California. The firm was founded by Kevin Bernzott in 1994. Bernzott serves as a money manager for institutional and private clients.	Director of Finance/CFO	31/10/2020

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Training of Thomas Anthony Derse

California State University-Fresno	Undergraduate Degree
Golden Gate University	Graduate Degree

Experiences
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Linked companies

Private companies	1
Bernzott Capital Advisors Bernzott Capital Advisors Investment ManagersFinance Bernzott Capital Advisors (Bernzott) is an independent, SEC-registered asset management firm headquartered in Camarillo, California. The firm was founded by Kevin Bernzott in 1994. Bernzott serves as a money manager for institutional and private clients.	Finance

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