Chief Investment Officer 
As SPM's Chief Investment Officer, Darren is responsible for developing and managing SPM's investment philosophy. He also researches economic data, financial markets, and potential investments. Darren manages and rebalances the firm's asset allocation models.
Darren believes in a disciplined, objectives-based approach in order to better align investment performance with an investor's time horizon and risk tolerance.
Wealth Advisor
As a Wealth Advisor, Darren understands that the effective implementation of a wealth management plan requires strong collaboration among a client's team of advisors. Generally, Darren acts as the team lead, but may take on a support role at the client's discretion. Should the need to assemble or modify the team arise, Darren is happy to introduce his network of professionals who all share the same client-centered commitment to providing objective advice and solutions.
As in any good partnership, communication is essential. To that end, Darren contacts his clients frequently, especially in the initial phase of a relationship. Darren also helps clients improve their financial acumen by hosting regular educational events.
Darren takes a proactive role in managing client's investments. He schedules periodic calls to discuss recent performance and requires face-to-face client meetings at least annually in order to revisit client's goals and maintain their integrated wealth management plan.
Professional Experience
Darren is a Investment Advisor Representative Select Portfolio Management, Inc. (SPM). He is also a Registered Representative (Series 7, 63) with Securities Equity Group, member FINRA & SIPC.
Darren began his career at Accenture, Inc. (formerly Andersen Consulting) as a Consultant in its Business Solutions Group. Later, he joined Proxicom, Inc., a startup e-commerce consulting firm, which he helped grow into a publicly-traded firm.
After earning his MBA from the University of California at Irvine, Darren co-founded and served as interim CEO of Intelligent Horizon, Inc., a management services provider focused on maintaining enterprise-level business reporting databases.
Darren was later recruited as Director of Due Diligence at Waveland Capital Group, Inc., a boutique private equity investment bank. He then decided to follow his passion for personal financial planning and joined Edward Jones as a Financial Advisor. After a chance meeting with SPM's principals, Darren immediately joined the SPM team due to their unique capabilities and comprehensive approach towards wealth management.
Darren is active in the local business community. He is the founding President of the Lake Forest Chamber of Commerce. He also serves on the board of the UC Irvine, Merage School of Business, Dean's Leadership Circle.
Securities offered through Securities Equity Group, member FINRA / SIPC.
CA Insurance License # OC24309
Education
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