As Vice President of Private Wealth Management, Derek supports business development across the Mid-Atlantic region, specializing in high-net-worth clients, foundations, and institutions.
Prior to joining Capital Wealth Advisors in 2025, Derek was Vice President, Wealth Advisor at FNB Wealth Management, where he worked closely with high-net-worth families and business owners. He guided clients through complex financial decisions, including the sale or succession of a business, wealth transfer, and long-term portfolio strategy. He also held roles in sales and business development, where he focused on building client relationships, solving complex problems, and delivering tailored solutions.
When he’s not working, Derek can often be found on the golf course as a member of The Kahkwa Club or attending social events at the Erie Club. He enjoys traveling and spending time with his wife, Kelly, and daughter, Kennedy. The family is expecting their second child in March and shares their home with their dog, Frank.
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