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
A shortage of supply: The housing market explained
October 17, 2025Buyers are on the sidelines, but home prices aren’t falling. We’re seeing greater opportunity in the rental market.Read Now
'Liberation Day' in retrospect: 6 things that surprised investors
October 10, 2025Recession fears multiplied in the wake of tariffs, but businesses and markets adapted. We break down what happened.Read Now
Estate planning for Indigenous Americans
October 9, 2025For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read Now
A historical look at Giving Season
October 9, 2025The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read Now
How an annuity can help you plan for retirement
October 7, 2025As you approach retirement, you may be wondering what the next steps are for your investments. An annuity may be an effective tool for you in retirement by providing a steady and reliable income stream.Read Now
Weathering retirement and estate planning headwinds facing LGBTQ+ people
October 7, 2025How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read Now
Make philanthropy a family affair
October 6, 2025There are many ways to engage younger generations in philanthropic pursuits. Learn about them here.Read Now
Shutdowns and market highs: The top 3 questions investors are asking now
October 3, 2025We explore what the shutdown, Federal Reserve cuts and the AI rally mean for investors.Read Now
Government shutdown pauses jobs report: What’s the impact for the Fed?
October 3, 2025With the government shutdown delaying the September jobs report, read more about what this could mean for the Fed’s deliberations on future interest rate cuts.Read NowA shortage of supply: The housing market explained
October 17, 2025Buyers are on the sidelines, but home prices aren’t falling. We’re seeing greater opportunity in the rental market.Read Now'Liberation Day' in retrospect: 6 things that surprised investors
October 10, 2025Recession fears multiplied in the wake of tariffs, but businesses and markets adapted. We break down what happened.Read NowEstate planning for Indigenous Americans
October 9, 2025For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read NowA historical look at Giving Season
October 9, 2025The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read NowHow an annuity can help you plan for retirement
October 7, 2025As you approach retirement, you may be wondering what the next steps are for your investments. An annuity may be an effective tool for you in retirement by providing a steady and reliable income stream.Read NowWeathering retirement and estate planning headwinds facing LGBTQ+ people
October 7, 2025How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read NowMake philanthropy a family affair
October 6, 2025There are many ways to engage younger generations in philanthropic pursuits. Learn about them here.Read NowShutdowns and market highs: The top 3 questions investors are asking now
October 3, 2025We explore what the shutdown, Federal Reserve cuts and the AI rally mean for investors.Read NowGovernment shutdown pauses jobs report: What’s the impact for the Fed?
October 3, 2025With the government shutdown delaying the September jobs report, read more about what this could mean for the Fed’s deliberations on future interest rate cuts.Read Now