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.

Insights

Investing

What to consider when you’re considering alternative investments

March 20, 2025Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read Now
Wealth Planning

On the rocky road to tax cuts

March 20, 2025By year-end, extension of the TCJA provisions seems likely. But first, the GOP needs to resolve strains within the caucus.Read Now
Outlook

March 2025 Fed meeting: Interest rates kept steady, slower economic growth projected

March 20, 2025Fed held rates steady for a second straight month and provided economic projections forecasting slower growth and higher inflation by year-end.Read Now
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