About Me
Certificates
Licenses
Awards
Education
AR State License
CA State License
Derek has more than 25 years of extensive investment industry experience and joined Stifel in 2022. He believes that deep trust is essential when creating an investment strategy, which is often a complex and meticulous process between a financial advisor and the investor. Derek limits his number of clients in an effort to provide the highest possible level of service. This is done through customized wealth management strategies and holding periodic review discussions regarding their portfolios. His noteworthy background includes solid working relationships with individuals, attorneys, senior-level executives, CPAs, business owners, corporations, and charitable foundations.
Whether you seek portfolio management, income planning, lending services, estate planning strategies, or an overall financial profile, Derek’s skilled abilities combined with Stifel’s robust resources will develop customized strategies designed to help you build, preserve, and transfer your wealth across generations. Additionally, he draws upon the knowledge gained from attaining the Chartered Retirement Planning Counselor™ designation to help clients understand where they are today, what will be required for retirement, and what they’ll need to do between now and then.
As a portfolio manager in Stifel’s Solutions Program, Derek adapts strategies designed to combine customized investment management with the ability to quickly react to market conditions for clients who choose discretionary advisory services.
Derek earned a bachelor’s degree from Northeastern University in Boston, Massachusetts. Today, he operates in New York City. Derek lives in the city with his wife and children.
Banking and lending services for clients of Stifel Independent Advisors, LLC are performed exclusively by Stifel Bank and Stifel Bank & Trust (Stifel Banks). Stifel Bank, Member FDIC, Equal Housing Lender, NMLS# 451163, is affiliated with Stifel Bank & Trust, Member FDIC, Equal Housing Lender, NMLS# 375103, Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE, and Stifel Independent Advisors, LLC, Member SIPC & FINRA, each a wholly owned subsidiary of Stifel Financial Corp. Unless otherwise specified, references to Stifel may mean Stifel Financial Corp. and/or any of its subsidiaries. Unless otherwise specified, products purchased from or held by Stifel are not insured by the FDIC, are not deposits or other obligations of Stifel Banks, are not guaranteed by Stifel Banks, and are subject to investment risk, including possible loss of the principal.
The Solutions program requires a minimum investment, which varies by strategy. Ask your Financial Advisor for a Disclosure Brochure, which further outlines the fees, services, exclusions, and disclosures associated with this program. Since all investment decisions in a Solutions account are made by the Financial Advisor without having to receive prior client approval, it is important that Solutions clients have detailed knowledge of the Financial Advisor’s individual investment philosophy and decision-making process before entrusting him or her with their portfolio. You should consider all terms and conditions before deciding whether the Solutions Program and any particular strategy are appropriate for your needs.
Jacob began his financial services career in 2020 and joined Stifel in 2023. Prior to joining Stifel, he worked at Ernst & Young, UBS Financial Services, and Oppenheimer & Co. Jacob is dedicated to delivering top-tier service to the team’s clients.
Jacob earned a B.S.B.A from the University of Florida and holds Series 7 and 66 securities licenses. Outside the office, he enjoys running with the New York Road Runners Club, working out, and playing tennis.
Matt joined Stifel in 2022, bringing a solid client service background after working as a Member Service Associate at United Teletech Financial Credit Union. He is responsible for assisting Derek with office operations, providing high-quality communication with clients, and making sure all administrative tasks are completed correctly.
Matt earned a B.S. in Financial Management from Clemson University and holds Series 7 and 66 securities licenses, as well as life, health, and variable insurance licenses. Matt spent his whole life growing up in New Jersey but now resides in New York City, exploring the city one street at a time.