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, the Chartered Retired Planning CounselorSM (CRPC®) designation and the Certified Exit Planning Advisor (CEPA®) 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-a lifetime 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
Fed Chair Kevin Warsh: ‘Prices are too high.’ Will there be a rate cut at the next Fed meeting? Here’s what to expect
July 15, 2026Kevin Warsh has been vocal in recent weeks that prices are higher than they should be. As the July Fed meeting approaches, here’s what investors can consider when assessing possible interest rate moves.Read Now
AI scams, deepfakes, impersonations … oh my!
July 15, 2026Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read Now
Creating meaning in the send-off: A guide for families with college-bound children
July 15, 2026As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now
What to consider when you’re considering alternative investments
July 15, 2026Prioritizing 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
2026 plan participant survey findings
July 14, 2026Our eighth defined contribution (DC) plan participant survey findings explore insights on how participants are interacting with their plans, what they value in plan design and how they are approaching retirement.Read Now
The 5 stages of managing a new inheritance
July 14, 2026There are five key stages along the path to successfully managing an inheritance. Read on for tips on navigating each.Read Now
The 2026 US labor market is ‘not collapsing’: Jobs, unemployment, wage growth and hiring trends so far
July 14, 2026Recent jobs reports in 2026 showed slower payroll gains and falling participation, despite low unemployment. See what wages, JOLTS openings and Fed-watch indicators mean for workers, employers and investors.Read Now
Oil prices and the stock market: Do energy prices move markets?
July 10, 2026Oil prices can move stocks through inflation, rates and earnings – helping energy producers while pressuring consumers and fuel-heavy sectors. Learn why supply vs. demand shocks matter and what investors can do.Read Now
Not a red flag: The market-economy disconnect
July 10, 2026Stock market moves have historically reflected changes in the economy, but today the relationship is driven by sector mix, AI-driven margin gains and early earnings breadth.Read NowFed Chair Kevin Warsh: ‘Prices are too high.’ Will there be a rate cut at the next Fed meeting? Here’s what to expect
July 15, 2026Kevin Warsh has been vocal in recent weeks that prices are higher than they should be. As the July Fed meeting approaches, here’s what investors can consider when assessing possible interest rate moves.Read NowAI scams, deepfakes, impersonations … oh my!
July 15, 2026Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read NowCreating meaning in the send-off: A guide for families with college-bound children
July 15, 2026As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read NowWhat to consider when you’re considering alternative investments
July 15, 2026Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read Now2026 plan participant survey findings
July 14, 2026Our eighth defined contribution (DC) plan participant survey findings explore insights on how participants are interacting with their plans, what they value in plan design and how they are approaching retirement.Read NowThe 5 stages of managing a new inheritance
July 14, 2026There are five key stages along the path to successfully managing an inheritance. Read on for tips on navigating each.Read NowThe 2026 US labor market is ‘not collapsing’: Jobs, unemployment, wage growth and hiring trends so far
July 14, 2026Recent jobs reports in 2026 showed slower payroll gains and falling participation, despite low unemployment. See what wages, JOLTS openings and Fed-watch indicators mean for workers, employers and investors.Read NowOil prices and the stock market: Do energy prices move markets?
July 10, 2026Oil prices can move stocks through inflation, rates and earnings – helping energy producers while pressuring consumers and fuel-heavy sectors. Learn why supply vs. demand shocks matter and what investors can do.Read NowNot a red flag: The market-economy disconnect
July 10, 2026Stock market moves have historically reflected changes in the economy, but today the relationship is driven by sector mix, AI-driven margin gains and early earnings breadth.Read Now