Derek Sinclair is a Vice President of Investments who began his career in financial services in 2007. He draws upon over a decade of experience to help clients pursue their important goals through comprehensive planning. Derek joined the firm in the spring of 2020 and works with a wide range of clientele, including corporate executives, business owners, entrepreneurs, families, and retirees.
Derek helps clients gain clarity on financial objectives by creating a detailed plan based on a deep understanding of where they want to be in relation to where they are now. He helps clients achieve their financial objectives by constructing portfolios with a focus on risk-adjusted returns. Responsive and thoughtful, he lets clients know they can turn to him for financial matters both large and small as well as navigate markets regardless of economic conditions.
Before joining the firm he spent the majority of his career at JP Morgan Chase in Chicago’s Loop. Derek attended Indiana University where he studied Economics/Finance developed his passion for the financial markets and how they function. He holds FINRA Series 7, 63, and 66 registrations as well as a Health and Life insurance licenses. He currently resides in Chicago where he spends most of his free time with his two young boys.
Ready to start a conversation?
Call us at 312-373-7017 or:
231 South LaSalle St., 13th Floor
Chicago, IL 60604
Derek Sinclair also serves clients by appointment at the following locations: