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.

Personal

Outside of work, Derek enjoys spending time with friends and family, attending concerts and sporting events and playing golf. He lives in Newton, MA with his wife and daughter.