Focus Areas
Derek develops and executes wealth management strategies for high net worth individuals, families, executives, entrepreneurs, as well as foundations and endowments. He takes great satisfaction from fostering strong relationships with clients and helping them achieve their personal goals.
Experience
Derek joined Fiduciary Trust in 2016. Most recently, he worked at J.P. Morgan Private Bank, advising ultra-high net worth families. Prior to J.P. Morgan, Derek provided capital raising and mergers and acquisitions services at Ryan Beck & Co., LLC and then investment advisory services to municipalities and nonprofit organizations at BLX Group LLC.
Community Involvement
Perkins School for the Blind – Chair of the Investment Committee, Treasurer of the Board of Trustees
Needham Historical Society – Endowment Manager
Personal
Outside of work, Derek enjoys spending time with friends and family, attending concerts and sporting events and playing golf. He lives in Needham, MA with his wife and two daughters.
