Derrick Garcia, CFP®

Derrick Garcia, CFP®

Senior Director, Head of Portfolio Management

Derrick has over 13 years of experience in the financial services industry with firms such as BNY Mellon Wealth Management, Citibank, and Morgan  Stanley. Derrick received a Master’s of Science in Finance from Florida International University, a Bachelor of Business Administration with a concentration in Finance from the University of Miami, and he has also held the CERTIFIED FINANCIAL PLANNERTM  designation since 2012.

In addition, Derrick is actively involved with the Make-A-Wish Foundation of Southern Florida as a Wish Granter and a member of the University of Miami Citizens Board where he serves as co-chair for the Young Professionals Society.