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Biography

Derek is a Senior Associate in the Boston office. He is a member of the Compliance team, providing general support and oversight of the firm’s Compliance program.

Prior to joining Cerity Partners, Derek worked with RIAs nationally as a senior compliance consultant with AdvisorAssist. Before AdvisorAssist, Derek spent time in the non-profit sector working at various YMCA’s in Massachusetts as well as ten years in the financial services industry working in product and relationship management as well as in sales.

Outside of work, Derek can be found spending time with his young family in Newburyport, MA., on any golf course he can find, or making something fun (cooking, woodworking, sketching, painting).

Education

  • MBA from Bentley University
  • B.A. in Political Science from Merrimack College

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.