Derek Mohamed

Managing Director

Wellesley, Massachusetts

Professional Profile

Call Me When

Call Me When... A successful entrepreneur or business owner is thinking about a transition or sale and needs to know the implications and best strategy from the personal and family perspective.

Contact Method


  • Wealth Manager
  • Professional Certifications

    CPWA (Certified Private Wealth Advisor), CRPC (Certified Retirement Planning Counselor), AAMS (Accredited Asset Management Specialist)

    Functional Expertise

  • Cash management
  • Estate planning
  • Fiduciary
  • Financial Modelling
  • Investments
  • Lending
  • Philanthropy
  • Strategic planning
  • Tax
  • Trusts
  • Exit/Transition Planning
  • Business Focus

    Transition Planning Certification

    Client Industries

  • Agriculture/Mining
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Education
  • Energy/Utilities
  • Financial Services
  • Government
  • Health/Pharma/Biotech
  • Manufacturing
  • Media and Entertainment
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Telecommunications
  • Transportation/Storage
  • Travel/Recreation/Leisure
  • Wholesale/Distribution
  • Client Results


    Greater Boston Sponsor

    Member Since

    Member for 3 Years

    Sponsorship Type


    Chapter Leadership Role

    Why I'm a Member of XPX