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MEMBER PROFILE

 

Derek Thompson

UBS

 

Member profile details

Membership level
Connecticut - Fairfield County
First name
Derek
Last name
Thompson
Title
Senior Vice President
Company
UBS
 

CONTACT INFORMATION

City
Stamford
State
Connecticut
 

PROFILE INFORMATION

Call me when
There is a need for a Wealth Management team that has significant experience helping families work through transition events during their lifetime.
Profession
  • Wealth Manager
Functional Expertise
  • Capital markets
  • Cash management
  • Charitable giving
  • Estate planning
  • Investments
  • Lending
  • Private equity
  • Retirement
  • Risk management
Client Industry(ies)
  • Financial Services
In Business Since
KGT Wealth Advisors was formed in 1995
How to contact
617-515-3422 or derek.thompson@ubs.com
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