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
Family social media guidelines: Sharing vs. security
September 11, 2026As families’ visibility and wealth grow, so does the risk of cybercrime – and reputational damage. Learn how family guidelines can help balance sharing with security.Read Now
Social engineering scams: Protect your wealth from deceptive cyber tactics
September 11, 2026Social engineering scams are a powerful tool used by cybercriminals to manipulate people into revealing sensitive information. Learn to spot phishing, smishing, vishing and deepfakes.Read Now
$100 oil isn’t as scary as it used to be
September 11, 2026Higher oil prices are back in focus, but consumers and investors appear better positioned to absorb the shock.Read Now
Planning for your family and terminal illness
September 10, 2026There are many factors to consider in end-of-life planning. Starting early, regardless of health status, can help ensure your family’s security.Read Now
Aligning your strategy with your goals: The value of wealth planning
September 10, 2026There are many components to a strong wealth plan. Being intentional about building a holistic wealth strategy will help ensure alignment with your short- and long-term goals.Read Now
5 generational shifts reshaping family wealth planning today
September 10, 2026From supporting adult children to hiring health concierges, broad societal changes are changing how some families think about wealth management. Here’s how to adapt to today’s shifting landscape.Read Now
Kevin Warsh says there's still 'work to do' to fight inflation. Will the Fed hike rates at the September meeting?
September 9, 2026The next Fed meeting on September 15–16 comes with a big question: Hike or hold rates? The decision ultimately hinges on inflation and the labor market.Read Now
A historical look at the giving season
September 9, 2026The 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
Using donor-advised funds to create college scholarships
September 8, 2026A donor-advised fund can help you support students’ education in a way that reflects your values and honors your legacy.Read NowFamily social media guidelines: Sharing vs. security
September 11, 2026As families’ visibility and wealth grow, so does the risk of cybercrime – and reputational damage. Learn how family guidelines can help balance sharing with security.Read NowSocial engineering scams: Protect your wealth from deceptive cyber tactics
September 11, 2026Social engineering scams are a powerful tool used by cybercriminals to manipulate people into revealing sensitive information. Learn to spot phishing, smishing, vishing and deepfakes.Read Now$100 oil isn’t as scary as it used to be
September 11, 2026Higher oil prices are back in focus, but consumers and investors appear better positioned to absorb the shock.Read NowPlanning for your family and terminal illness
September 10, 2026There are many factors to consider in end-of-life planning. Starting early, regardless of health status, can help ensure your family’s security.Read NowAligning your strategy with your goals: The value of wealth planning
September 10, 2026There are many components to a strong wealth plan. Being intentional about building a holistic wealth strategy will help ensure alignment with your short- and long-term goals.Read Now5 generational shifts reshaping family wealth planning today
September 10, 2026From supporting adult children to hiring health concierges, broad societal changes are changing how some families think about wealth management. Here’s how to adapt to today’s shifting landscape.Read NowKevin Warsh says there's still 'work to do' to fight inflation. Will the Fed hike rates at the September meeting?
September 9, 2026The next Fed meeting on September 15–16 comes with a big question: Hike or hold rates? The decision ultimately hinges on inflation and the labor market.Read NowA historical look at the giving season
September 9, 2026The 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 NowUsing donor-advised funds to create college scholarships
September 8, 2026A donor-advised fund can help you support students’ education in a way that reflects your values and honors your legacy.Read Now