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MEMBER PROFILE

 

Derek Thompson

UBS

 

Member profile details

Membership level
Connecticut Individual
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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