Derek Tam, CFP®, AWMA®Managing Director Senior Business Development Officer Private Client Group Wealth Management & Trust San Francisco Bay Area
Derek Tam is a Senior Business Development Officer based in our San Francisco office, and focuses his efforts on introducing prospective clients to Boston Private’s suite of services. Building on his past experience in developing financial planning strategies for individuals and families, he works closely with prospective clients to develop customized solutions based on their unique needs and circumstances prior to transitioning them to their dedicated client relationship team.
Derek was previously a Client Advisor for Silver Bridge Advisors, which was acquired by Banyan Partners in 2013, and Boston Private in 2014. In that capacity, he acted as a trusted advisor, offering guidance and strategies to help clients navigate often complex financial issues. Prior to joining Silver Bridge, Derek was a Wealth Advisor at H&S Financial Advisors, LLC, and also worked for The Retirement Group LLC, where he was responsible for the suitability and implementation of planning recommendations. He began his career at LPL Financial Services.
Derek is a CERTIFIED FINANCIAL PLANNERTM professional and also holds the Accredited Wealth Management Advisor designation. He graduated from the University of San Diego with a BA in Business Administration. Derek, an avid golfer, is involved with the Catholic Charities Golf Committee and is a Second Harvest Food Bank volunteer.