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    Derek Tam

    Senior Business Development Officer and Client Advisor at Boston Private Wealth LLC

    Derek Tam is a seasoned professional in the investment world, dedicated to separating valuable insights from the noise. He values both discipline and flexibility in navigating current market conditions to ensure long-term success for families and individuals.

    As a Senior Business Development Officer and Client Advisor at Boston Private Wealth LLC, Derek works with ultra high-net worth and high-net worth families, family offices, foundations, and institutions to provide objective advice and customized solutions. With over $9 billion in assets under management, Boston Private Wealth has a national presence.

    Derek's expertise includes business development, research, analysis, asset allocation modeling, portfolio implementation, and transition. He holds various certifications including Series 7, Series 66, Life Insurance License, CFP (Certified Financial Planner) designation obtained in 2009, and AWMA (Accredited Wealth Management Advisor) designation acquired in 2008. Derek prides himself on his ability to comprehend the ever-evolving economic and market landscape and effectively communicate its impact on client portfolios.

    Educationally, Derek attended Los Gatos High School and pursued a Bachelor's degree in Business with an emphasis in Finance from the University of San Diego.

    Throughout his career, Derek has held key roles including Senior Client Advisor and Principal at Banyan Partners, Client Advisor at Silver Bridge, and Wealth Manager at H&S Financial Advisors LLC.

    Highlights

    Nov 1 · lidoadvisors.com
    Derek Tam, CFP - Lido Advisors
    Derek Tam, CFP - Lido Advisors
    Sep 18 · forbes.com
    Forbes 2025 Best-In-State Wealth Management Teams List
    Forbes 2025 Best-In-State Wealth Management Teams List
    Mar 13 · indyfin.com
    Derek Tam - Indyfin
    [PDF] DEREK ROBERT TAM - SEC.gov

    Related Questions

    What are Derek Tam's key achievements at Boston Private Wealth LLC?
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    What certifications does Derek Tam hold and how do they benefit his clients?
    Derek Tam
    Derek Tam, photo 1
    Derek Tam, photo 2
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    Location

    Los Gatos, California, United States