Derek is the Director of Marketing at AndCo. He and his accomplished team promote and support the firm’s brand, mission, vision and values internally, and externally, to clients and prospective clients in the institutional public and private plan space. Their skilled team focuses on sourcing opportunities and delivering outstanding RFP presentations and on-boarding services throughout the national market place.
Derek brings over 22 years of financial services leadership experience to AndCo. Prior to joining the firm, Derek worked at Morgan Stanley Smith Barney as an Executive Director and Complex Manager. There, and subsequently as Director of an independent wealth management firm, Winter Park Wealth Group, Derek’s roles focused on growing and servicing clients. Derek began his work with institutional clients at Alex. Brown and Sons in 1995 after serving as a United States Navy special operations officer for six years.