Derek M. Dobecki, CFA, CFP®
Managing Director
Private Client Group
Boston, MA
As a Managing Director in the Private Client Group, Derek delivers personalized strategic planning strategies and sophisticated investment advice to his ultra-high-net-worth clients. He helps families articulate what is most important to them and then aligns all the lifestyle, estate planning, philanthropic, tax, family engagement, and investment decisions about their wealth with those values.
“Success inevitably brings change – and with it, new layers of complexity.”Derek is motivated by helping families adapt as their goals and circumstances evolve. He thrives on tackling new challenges and offering the comfort and confidence that comes from having someone proactively reviewing and executing on their strategic objectives. By understanding all the “moving parts” of a family’s financial life, he works to bring clarity, peace of mind, and free up time for what matters most – both for today and in the future.
Experience
- 25+ years in investment and wealth management, including roles at SCS since 2005
- Prior experience with Fidelity Investment’s Strategic Advisers Group, Ironwood Capital Management, and Bank of America Securities in Mergers & Acquisitions
Education & Credentials
- B.B.A. in Finance and Business Economics, University of Notre Dame
- M.B.A., Wharton School of the University of Pennsylvania
- Chartered Financial Analyst (CFA) designation
- CERTIFIED FINANCIAL PLANNER® (CFP)
Beyond SCS
Derek enjoys playing golf, reading, skiing, watching college football, and spending time with his family, including their dogs, cat, and horse. He lives in Northborough, MA, with his wife, Amy, and their two children, Walt and Teddy. Derek is a member of the CFA Institute and CFA Society Boston and previously served on the Board of Trustees for the Leukemia & Lymphoma Society, Massachusetts Chapter.
