Investment Management Team

Dan Cooper, CPA

Dan’s investments, finance, and regulatory compliance experience spans over three decades. As President of Fuller Investment Management Company and Chief Operating Officer of The Fuller Foundation, he oversees the accounting, finance, and tax services for investment funds, charitable trusts, and other charitable giving vehicles. Prior to joining Fuller Investment Management Company and The Fuller Foundation, Dan was Chief Financial Officer for the YMCA. As CFO, he provided leadership for the financial turnarounds of two YMCA associations. He also held senior management positions at KPMG and Ernst & Young. Dan holds a Master of Science in Taxation from the University of Texas at Arlington and a Bachelor of Business Administration in Accounting from Texas State University. He is a Certified Public Accountant and holds a Series 65 securities license.

Todd B. Derrick, MBA

Vice President, Client Advisory Services
tderrick@fullerinvesting.com

Todd has over twenty years of investment management, charitable giving, and finance experience serving individual and institutional investors. As Vice President, Client Advisory Services of Fuller Investment Management Company and Senior Director, Estate and Charitable Gift Planning Services of The Fuller Foundation, he oversees the investment management and charitable giving services for individuals, families, and Fuller Theological Seminary. Since 1998, he has specialized in using advanced investment strategies to help clients reach their financial and philanthropic goals. Prior to joining the Foundation, Todd spent seven years in public accounting specializing in complex tax matters relating to individuals, partnerships, charitable trusts, and estates. He worked in commercial real estate investment sales and leasing for five years with an international commercial real estate brokerage firm. Todd holds a Master of Business Administration from the University of Southern California and a Bachelor of Arts in Economics and Business from Westmont College. He holds a Series 65 securities license.

Vivian Kwan, CFA

Director of Investments
vkwan@fullerinvesting.com

Vivian brings over fifteen years of investment management experience to her position at Fuller Investment Management Company. As Senior Investment Analyst, she takes a leading role in developing Fuller Investment Management Company’s investment strategy, asset allocation, risk models, and manager research, including sourcing, screening, due diligence, evaluation, monitoring, and analytics. Before joining Fuller Investment Management Company, Vivian was a Senior Investment Analysist for City of Hope, where she performed due diligence on fund managers. She was involved in developing the investment strategy for City of Hope’s investment portfolio. Prior to her work at City of Hope, Vivian spent five years as an Investment Analyst at Scripps College working with their endowment portfolio. She spent four years working at City National Bank on the bank’s investment holdings and underwriting credit. Vivian holds a Master of Business Administration from the University of Southern California and a Bachelor of Arts in Business Economics from the University of California, Los Angeles. She is a CFA charter holder.