As a Relationship Manager, Derek works with our team of professionals to deliver comprehensive wealth management solutions and provide our clients with the highest level of service and attention.
Derek is a graduate of the State University of New York at Oneonta, where he earned a Bachelor of Science degree in Business Economics. He is a General Securities Representative with Series 7, Series 66, and Series 6 Licenses and also possesses his Life, Accident & Health Insurance License from New York State. Additionally, Derek has obtained the Certified Financial Planner designation from the CFP Board of Standards.
Derek began his financial services career in 2004 with The Phoenix Companies in East Greenbush, NY where he serviced clients with a variety of life insurance and wealth management products. From 2007 until joining Curran Investment Management in 2016, he worked for The Ayco Company, L.P., A Goldman Sachs Company in Albany, NY. Derek’s primary role with Ayco was to manage relationships with executives of various fortune 500 companies providing comprehensive financial planning as well as suitable investment and insurance solutions. Born in North Carolina, Derek moved to New York and has resided in the Capital District since early childhood.
Curran Investment Management
30 S. Pearl Street
Albany, NY 12207