Derick Ansah
Derick is an Assistant Vice President and Wealth Advisor in our Hudson Valley
market, with 10 years of financial planning experience, Derick brings a wealth
of knowledge to the role. His expertise across financial planning, investment
management, and trust and estate planning allows him to serve his clients across a
multitude of financial avenues. Derick is committed to the long-term success of his
clients and their families.
market, with 10 years of financial planning experience, Derick brings a wealth
of knowledge to the role. His expertise across financial planning, investment
management, and trust and estate planning allows him to serve his clients across a
multitude of financial avenues. Derick is committed to the long-term success of his
clients and their families.
As a wealth management professional, Derick previously served as an associate
financial advisor at Alti Tiedemann Global, a senior financial planner at UBS covering
financial markets throughout White Plains, Long Island, and Connecticut, as well as a
registered client service associate at Morgan Stanley.
A graduate of Purchase College, Derick holds a Bachelor of Science in Economics.
He resides in Mount Vernon, New York, where he is a member of the Union League
Club in New York City.
EDUCATION & CERTIFICATIONS |
PREVIOUS EXPERIENCE |
AFFILIATIONS & MEMBERSHIPS |
---|---|---|
Bachelor of Science in Economics |
Associate Financial Advisor
Alti Tiedemann Global Senior Financial Planner UBS Registered Client Service Associate Morgan Stanley |
Member |