Derek Amey

Derek Amey Email and Phone Number

Managing Partner and CIO at StrategicPoint Investment Advisors @ StrategicPoint Investment Advisors
Derek Amey's Location
Providence, Rhode Island, United States, United States
Derek Amey's Contact Details

Derek Amey personal email

Derek Amey phone numbers

About Derek Amey

"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

Derek Amey's Current Company Details
StrategicPoint Investment Advisors

Strategicpoint Investment Advisors

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Managing Partner and CIO at StrategicPoint Investment Advisors
Derek Amey Work Experience Details
  • Strategicpoint Investment Advisors
    Managing Partner And Co-Cio
    Strategicpoint Investment Advisors Apr 2023 - Present
    Providence, Ri, Us
  • Strategicpoint Investment Advisors
    Partner And Co-Cio
    Strategicpoint Investment Advisors Mar 2022 - Apr 2023
    Providence, Ri, Us
  • Strategicpoint Investment Advisors
    Partner And Portfolio Manager
    Strategicpoint Investment Advisors Apr 2018 - Apr 2022
    Providence, Ri, Us
  • Strategicpoint Investment Advisors
    Managing Director & Portfolio Manager
    Strategicpoint Investment Advisors Jun 2010 - Apr 2018
    Providence, Ri, Us
  • Strategicpoint Investment Advisors
    Associate Portfolio Manager
    Strategicpoint Investment Advisors Nov 2001 - Jun 2010
    Providence, Ri, Us
  • Quick And Reilly
    Online Product Support Specialist
    Quick And Reilly Jan 2000 - Aug 2001
    Us
  • Suretrade
    Supervisor Of Trading Desk
    Suretrade 1998 - 2000

Derek Amey Skills

Independent Wealth Management Private Wealth Management Financial Planning Investments Investment Management Asset Management Registered Investment Advisor Generation X Planning

Derek Amey Education Details

  • University Of Rhode Island - College Of Business
    University Of Rhode Island - College Of Business
    Finance
  • University Of Rhode Island
    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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