Derek Taft Batts

Chief Executive Officer at Union Heritage Capital LLC

Finance

Consumer Services

Profile

Derek Taft Batts founded Union Heritage Capital Management LLC, where he worked as President & Portfolio Manager from 2010 to 2011.
Mr. Batts also currently works at Union Heritage Capital LLC, as Chief Executive Officer & Managing Member from 2021.
Mr. Batts also formerly worked at Morgan Stanley Smith Barney Private Management LLC, as Financial Advisor.
Mr. Batts received his graduate degree from Detroit College of Law.

Derek Taft Batts active positions

Companies	Position	Start
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	2020-12-31

All active positions of Derek Taft Batts

Former positions of Derek Taft Batts

Companies	Position	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.	Founder	2011-05-30
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	-

See the detail of Derek Taft Batts's experience

Training of Derek Taft Batts

Detroit College of Law

Graduate Degree

Experiences
Positions held

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Listed companies

Private companies