About Derek Popp

Delivering premier, high-touch service.

I work with a diverse, nationwide group of successful individuals that spans entrepreneurs, business owners, community leaders, and high-profile members of the sports and entertainment communities.

I take a holistic approach to delivering high-touch, responsive service and ongoing communications to a select group of clients like you. I am mindful of your total financial picture and discuss your overall needs and goals, which often extend beyond investments. I leverage the institutional-caliber resources of J.P. Morgan to advise you on assets, liabilities, cash flow and cash management, and I conduct regular and consistent reviews to help you pursue your desired outcomes.

In certain situations, I incorporate the Family Engagement and Governance Group to facilitate purposeful decisionmaking, stewardship and education for the rising generation. I also partner with your circle of influence, such as your accountants, attorneys, family office staff and other professionals. My focus is on forging and maintaining solid relationships to help ensure your strategies are aligned and help make your day-to-day financial life easier.

Meet Our Team

Specialist Resources

Our network of product and service specialists provide the specific capabilities and expertise to address your unique financial needs, no matter how complex.



Higher rates, lower logic

June 18, 2024In the heat of the moment, when the pressure is on, and you don’t have – or take – the time to reflect, you revert to our instinctive, fight-or-flight, highly-biased thinking fast. What does that mean in a rapidly changing environment?Read Now
Wealth Planning

Here’s why you still don’t have a will – or haven’t kept the one you do have up to date

June 18, 2024The reasons most people put off signing a will are complex and personal. But after you read this, you could be ready.Read Now

Business succession planning: Building an effective team

June 18, 2024The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
Personalized guidance begins with a conversation.
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