Derek Taft Batts
Chief Executive Officer at Union Heritage Capital LLC
Derek Taft Batts active positions
| Companies | Position | Start | End |
|---|---|---|---|
Union Heritage Capital LLC
 Union Heritage Capital LLC Investment ManagersFinance Union Heritage Capital LLC provides investment advice. The private company is based in Bloomfield Hills, MI. The company was founded in 2020. Derek Taft Batts has been the CEO of the company since 2021. | Chief Executive Officer | 01/01/2021 | - |
| Compliance Officer | 01/01/2021 | - | |
| Portfolio Manager-Equities | 01/01/2021 | - |
Career history of Derek Taft Batts
Former positions of Derek Taft Batts
| Companies | Position | Start | End |
|---|---|---|---|
Union Heritage Capital Management LLC
 Union Heritage Capital Management LLC Investment ManagersFinance Union Heritage Capital Management LLC, an SBK-Brooks Investment Corp. affiliate, provides investment advisory services for equity, fixed-income and balanced portfolios. The firm is based in Detroit. | Chief Investment Officer | - | 31/05/2011 |
| Founder | 03/09/2009 | 31/05/2011 | |
| Portfolio Manager-Equities | - | 31/05/2011 | |
Morgan Stanley Smith Barney Private Management LLC
 Morgan Stanley Smith Barney Private Management LLC Investment ManagersFinance Founded in 1999, Morgan Stanley Smith Barney Private Management LLC is a registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of Morgan Stanley Smith Barney Holdings LLC. | Portfolio Manager-Equities | 01/06/2011 | - |
Training of Derek Taft Batts
| Detroit College of Law | Graduate Degree |
Statistics
International
| United States | 5 |
Operational
| Portfolio Manager-Equities | 3 |
| Chief Investment Officer | 1 |
| Founder | 1 |
Sectoral
| Finance | 4 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 3 |
|---|---|
Union Heritage Capital Management LLC
Union Heritage Capital Management LLC Investment ManagersFinance Union Heritage Capital Management LLC, an SBK-Brooks Investment Corp. affiliate, provides investment advisory services for equity, fixed-income and balanced portfolios. The firm is based in Detroit. | Finance |
Morgan Stanley Smith Barney Private Management LLC
Morgan Stanley Smith Barney Private Management LLC Investment ManagersFinance Founded in 1999, Morgan Stanley Smith Barney Private Management LLC is a registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of Morgan Stanley Smith Barney Holdings LLC. | Finance |
Union Heritage Capital LLC
Union Heritage Capital LLC Investment ManagersFinance Union Heritage Capital LLC provides investment advice. The private company is based in Bloomfield Hills, MI. The company was founded in 2020. Derek Taft Batts has been the CEO of the company since 2021. | Finance |
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