Treasurer of the Board
Derek is a Vice President and Investment Officer at Fiduciary Trust Company, where he develops and executes wealth management strategies for high net worth individuals, families, executives, and entrepreneurs, as well as foundations and endowments. Prior to joining Fiduciary, Derek served in a similar role at J.P. Morgan Private Bank. Earlier in his career, he provided capital raising, mergers, and acquisitions services to corporations, as well as investment advisory services to municipalities and nonprofits. He has been a Perkins Corporator since 2020, serves as Treasurer for the Board, Chair of the Investment Committee, and as a member of the Finance Committee. Separately, Derek serves as the endowment investment manager for the Needham Historical Society. He graduated from New York University’s Stern School of Business with an MBA and earned a B.A. in International Relations and French from Colgate University. He lives in Needham, Massachusetts with his wife and two daughters.