Derek MohamedDerek Mohamed, CPWA®, CRPC®, CEPA®Managing DirectorWealth Partner
Awards and Industry Recognition
Forbes
About Derek
Derek Mohamed is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
As the group's co-founder, Derek and his colleagues joined the firm in 2023 from First Republic Wealth Management. Prior to that, he spent more than 20 years as a Managing Director and Wealth Management Advisor at Merrill Lynch, UBS and Morgan Stanley.
Throughout his career, Derek has worked tirelessly to advance the ambitions and priorities of an ultra-highnet-worth clientele, streamlining the complexities and unwinding the intricacies of addressing their wealth and wishes. To deliver an elite level of knowledge, know-how and responsive service, he has modeled the practice after family offices and how they serve the world's wealthiest families.
An only child, Derek lost his father suddenly to a heart attack when he was only 19. Living away at college at the time, he moved back home to help his mother and subsequently learned that his parents had not had the benefit of professional financial advice, which had a dramatic impact on the family in the years to come. To this day, his personal experience drives his passion to help the families the practice serves.
A lifetime learner, Derek holds the Certified Private Wealth Advisor®(CPWA®) designation and the Chartered Retired Planning CounselorSM (CRPC®) designation.
"Results and relationships matter to us – and to our clients. In addition to managing capital extremely well, we provide multi-faceted wealth planning that touches every corner of a client's financial picture. Whether we are helping them plan for a once-in-alifetime liquidity event or design a plan for the rest of their life, we leave no stone unturned and nothing to chance."
Derek graduated summa cum laude from Assumption University with a B.A. in Economics. Generous with his time and resources, he has actively supported several local educational institutions and nonprofit organizations, including The Boys & Girls Clubs of MetroWest, the Navy SEAL Foundation and Grace Church. He is also a proud and active member of YPO (Young Presidents' Organization).
Derek makes his home in Westborough, Massachusetts with his wife, Nicole, their daughter and two sons. Passionate about health and fitness, Derek was a CrossFit competitor for many years and won a world championship with Team CrossFit New England at the CrossFit Games in 2011. Before that, he served as captain of his college ice hockey team. Today, he enjoys staying active and spends time playing golf, hiking, and coaching his youngest son's hockey team.
Investments & Wealth InstituteTM (The Institute) is the owner of the certification marks "CIMA," "Certified Investment Management Analyst," "CPWA," and "Certified Private Wealth Advisor." Use of CIMA, Certified Investment Management Analyst, CPWA, and/or Certified Private Wealth Advisor signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals and/or wealth advisors. Chartered Retirement Planning CounselorSM or CRPC®are registered trademarks owned by the College for Financial Planning and may not be used without the express written consent of the College.
CEPA® and Certified Exit Planning Advisor® are registered trademarks owned by Exit Planning Institute.
Insights
December 2024 jobs report: 256,000 jobs added, a strong finish to the year
January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read Now
Making the transition to retirement
January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read Now
Selling stock under a 10b5-1 plan
January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now
Navigating the new year: 3 resolutions for investors
January 10, 2025Here’s what to keep in mind when refining your portfolio in 2025.Read Now
Navigating uncertainty: A path for business owners
January 9, 2025With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read Now
Should I convert to a Roth IRA?
January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read Now
Insulate your investment strategy with a portfolio line of credit
January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read Now
Asset protection
January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read Now
Providing for children with special needs
January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read NowDecember 2024 jobs report: 256,000 jobs added, a strong finish to the year
January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read NowMaking the transition to retirement
January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read NowSelling stock under a 10b5-1 plan
January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read NowNavigating the new year: 3 resolutions for investors
January 10, 2025Here’s what to keep in mind when refining your portfolio in 2025.Read NowNavigating uncertainty: A path for business owners
January 9, 2025With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read NowShould I convert to a Roth IRA?
January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read NowInsulate your investment strategy with a portfolio line of credit
January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read NowAsset protection
January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read NowProviding for children with special needs
January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read Now