Board Profile

Derek Bonifer

  • :Foundation Board Members
  • :October 01, 2017
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Biography

Experience

Vice President – Senior Investment Advisor

PNC Wealth Management. –Louisville, KY / October 2010 – Present

Consult with Wealth Management clients to develop an investment strategy, construct investment 

portfolios, monitor and implement recommended portfolio changes, and conduct periodic 

investment meetings. Portfolios are constructed from a wide-range of asset classes including 

equities, bonds, mutual funds, exchange-traded funds and hedge funds. Educate clients about 

changes in the financial markets and how they might impact their portfolio.

 

Adjunct Professor- School of Business 

Spalding University – Louisville, KY / October 2012 – Present

Instruct undergraduate students in Finance courses. Classes are taught in-classroom and on-line. 

Specific classes taught include Financial Management and Personal Finance. Create all class 

notes, assignments and exams. 

 

Adjunct Professor- School of Business, Equine and Sports Studies

Midway College – Midway, KY / June 2014 – December 2014

Instructed undergraduate students in Financial Management via on-line classes. Created all class 

notes, assignments and exams. 

Director – Fixed Income Research

BMO Capital Markets GKST Inc. - Chicago, IL / October 2000 – September 2010

Reviewed and evaluated competitive and negotiated municipal bond issues to determine if 

acceptable for firm to underwrite. Conducted due diligence on potential negotiated issues. 

Constructed, projected and analyzed cash flow models for revenue bonds. Performed credit 

analysis on secondary market trades. Provided surveillance on past municipal bond issues 

underwritten or traded by the firm. Composed and published topical reports covering 

developments in the municipal bond sector. Performed credit analysis on list of approved 

corporate bond credits. Reviewed current rating opinions from rating agencies and other third-

party research providers. Examined trading activity in credit default swap markets to identify 

changes in perceived credit risk.

 

Adjunct Professor- School of Business Administration

Robert Morris University - Chicago, IL / September 2008 – September 2010

Instructed undergraduate students in Finance and Accounting courses. Specific classes taught 

included Personal Finance, Principles of Finance, Financial Accounting I and Financial 

Accounting II. Created all class notes, assignments and exams. Provided tutoring to students 

outside of regular classroom hours.

 

Financial Services Industry - Mutual Fund Networking Representative

Mesirow Financial - Chicago, IL / June 1999 – October 2000

Served as a correspondent between Mesirow clients and over 75 mutual fund companies.

Responsible for balancing mutual fund accounts. Confirmed and settled mutual fund trades. 

Processed mutual fund trades and transfers into Mesirow accounts.

 

Financial Services Industry - 

Fidelity Investments - Cincinnati, OH / February 1998 – May 1999

Managed incoming calls from customers making stock and mutual fund trades. Serviced 

accounts and helped resolve customer problems. Calculated complex margin requirements and 

balances for trades.

 

Education

 

Master of Business Administration with Distinction, DePaul University

Dual Concentration in Finance and Financial Analysis – December 2006

 

Bachelor of Business Administration and Finance, University of Kentucky

December 1997

CFA, 2007, CFA Institute

 

Professional Affiliations

Member - CFA Institute

Member - CFA Society of Louisville

Member - DePaul University’s Circle of Finance Opportunities