Derek Amey Email and Phone Number
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"Many people have financial challenges they don’t fully understand. I enjoy identifying and addressing potential pitfalls with my clients. Offering solutions is my greatest reward."Derek Amey, Partner, serves as Co-Chief Investment Officer as well as Senior Financial Advisor at StrategicPoint, providing investment advice and wealth management to clients. As Co-Chief Investment Officer, Derek oversees the company's Portfolio Management Committee, which directs the firm’s investment strategies. He has been with the firm since 2001.Derek is a graduate of The University of Rhode Island with a Bachelor of Science Degree in Business Administration. He holds the FINRA Series 66 license. His background includes experience as a Trading Desk Supervisor at Suretrade, Inc. and an Online Product Support Specialist at Quick & Reilly, Inc.Derek is the co-host of StrategicPoint’s podcast, The Novice and The Nerd. To learn more about Derek, his career path and his approach to advising clients, watch his interview on “Eye Openers” with Brittany Drozd on StrategicPoint.com. He often appears as a guest on “State of the State”, a public access television show produced in Rhode Island. He lives with his wife and two sons in North Kingstown, RI.Specialties: Independent Wealth ManagementPrivate Wealth ManagementRegistered Investment AdvisorFinancial PlanningInvestmentsInvestment ManagementAsset ManagementGeneration X Financial Planning
Strategicpoint Investment Advisors
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Managing Partner And Co-CioStrategicpoint Investment Advisors Apr 2023 - PresentProvidence, Ri, Us -
Partner And Co-CioStrategicpoint Investment Advisors Mar 2022 - Apr 2023Providence, Ri, Us -
Partner And Portfolio ManagerStrategicpoint Investment Advisors Apr 2018 - Apr 2022Providence, Ri, Us -
Managing Director & Portfolio ManagerStrategicpoint Investment Advisors Jun 2010 - Apr 2018Providence, Ri, Us -
Associate Portfolio ManagerStrategicpoint Investment Advisors Nov 2001 - Jun 2010Providence, Ri, Us -
Online Product Support SpecialistQuick And Reilly Jan 2000 - Aug 2001Us -
Supervisor Of Trading DeskSuretrade 1998 - 2000
Derek Amey Skills
Derek Amey Education Details
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University Of Rhode Island - College Of BusinessFinance -
University Of Rhode Island
Frequently Asked Questions about Derek Amey
What company does Derek Amey work for?
Derek Amey works for Strategicpoint Investment Advisors
What is Derek Amey's role at the current company?
Derek Amey's current role is Managing Partner and CIO at StrategicPoint Investment Advisors.
What is Derek Amey's email address?
Derek Amey's email address is de****@****hoo.com
What is Derek Amey's direct phone number?
Derek Amey's direct phone number is +140127*****
What schools did Derek Amey attend?
Derek Amey attended University Of Rhode Island - College Of Business, University Of Rhode Island.
What skills is Derek Amey known for?
Derek Amey has skills like Independent Wealth Management, Private Wealth Management, Financial Planning, Investments, Investment Management, Asset Management, Registered Investment Advisor, Generation X Planning.
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