Derek Tam Location
United States
Derek Tam Work
- 2023 - now Senior Wealth Advisor @ Lido Advisors, LLC
- 2022 - 2023 Managing Director @ SVB Private
- 2014 - 2022 Senior Business Development Officer and Client Advisor @ Boston Private
- 2013 - 2014 Senior Client Advisor, Principal @ Banyan Partners
- 2010 - 2013 Client Advisor @ Silver Bridge
- 2007 - 2010 Wealth Manager @ H&S Financial Advisors LLC
Derek Tam Education
- University of San Diego
Bachelors (Business with emphasis in Finance)
2003 - 2006 - Los Gatos High School1999 - 2003
Derek Tam Skills
- Analysis
- Research
- Asset Allocation
- Financial Analysis
- Investments
- Portfolio Management
- Strategy
- Financial Advisory
- Risk Management
- Strategic Financial Planning
Derek Tam Summary
Derek Tam, based in United States, is currently a Senior Wealth Advisor at Lido Advisors, LLC. Derek Tam brings experience from previous roles at SVB Private, Boston Private Wealth LLC, Banyan Partners and Silver Bridge. Derek Tam holds a 2003 - 2006 Bachelors in Business with emphasis in Finance @ University of San Diego. With a robust skill set that includes Analysis, Research, Asset Allocation, Financial Analysis, Investments and more. Derek Tam has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Lido Advisors, LLC Employees
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Brian Haloossim
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Jason Ozur
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Kerry Hamana
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Naseem Anzari
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Jeffrey Garden
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Jon Teran
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Greg Kushner
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Scott Bird
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