Nickname – “DC”
Derek graduated at University of California, Berkeley of American Studies Major with a degree in American Law. He played four years of professional baseball for the Philadelphia Phillies and became a second-generation Financial Services Professional.
Derek is a southern California native and currently resides in Corona Del Mar, CA. He grew up in a sports family. His brother has been a professional golfer since 2015, and his father played professional hockey internationally.
Derek’s grandfather also played professional Hockey for the Chicago Blackhawks and his mother was a professional ballerina in New York.
What are two interesting facts about you?
– I was drafted twice. 2013 by the Chicago Cubs & 2014 by the Philadelphia Phillies.
– I am an Ordained Minister.
What is something people in the financial world have to deal with that you want to fix?
Professional Athletes have a very demanding occupation. Their lifestyle and day to day expenses / needs are typically different than others. The nuances of their contracts and changing of residency is something unique to a professional athlete. Having a clear Financial Plan and support team in place that is exclusive to their lifestyle allows the player to focus on their craft, loved ones and future.
What do you do at Bridge?
As a Wealth Manager under Bridge Sports Wealth I work closely with athletes to ensure that both they and their families reach financial success.
What are your credentials/past experience, for working in your position?
Prior to joining Bridge Sports Wealth, I was drafted by the Philadelphia Phillies. In my off seasons, I worked part time at Morgan Stanley before leaving for every February for Spring Training in Florida. Once my career with the Phillies came to an end and prior to joining Bridge Sports Wealth, I joined Morgan Stanley full time as a Financial Advisor. These experiences have helped me understand both sides of a professional athlete’s life.
What’s your Archetype?
Protagonist Personality, ENFJ-A
What do you like about working at Bridge?
We combine structure and creativity when customizing financial plans for clients. The atmosphere generated from creative brilliance and contagious personalities is what I love about working at Bridge.
What are the Bridge Advisory Core Values that drive you?
Honesty, loyalty and always putting the client first.
Your top three favorite Podcasts/Books?
– “Outliers” by Malcom Gladwell (Book)
– The Financial Advisor Success with Michael Kitces (Podcast)
– “MoneyBall” by Michael Lewis (Book)
What do you enjoy doing when you are not working?
Golfing, watching Baseball, working out and reading.