Derek Robert Tam

Finance

Consumer Services

Profile

Mr. Derek R.
Tam is a Managing Director & Senior Client Advisor at Banyan Partners LLC.
Mr. Tam received his BA in Business Administration from the University of San Diego.
He is also a Certified Financial Planner and an Accredited Wealth Management Advisor.

Former positions of Derek Robert Tam

Companies	Position	End
Banyan Partners LLC Banyan Partners LLC Investment ManagersFinance Founded in 2006 by Peter Raimondi, Banyan Partners LLC is a registered investment advisor headquartered in Palm Beach Gardens, Florida. In 2011, the firm acquired the assets of Earl M. Foster Associates. Banyan Partners provides advisory and wealth management services to a variety of clients including individuals, trusts, estates, charitable organizations, corporations or other business entities and pension and profit sharing plans.	Portfolio Manager-Equities	2014-11-25

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Training of Derek Robert Tam

University of San Diego

Undergraduate Degree

Experiences
Positions held

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Inactive

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Private companies

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Connections

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Linked companies

Private companies	1
Banyan Partners LLC Banyan Partners LLC Investment ManagersFinance Founded in 2006 by Peter Raimondi, Banyan Partners LLC is a registered investment advisor headquartered in Palm Beach Gardens, Florida. In 2011, the firm acquired the assets of Earl M. Foster Associates. Banyan Partners provides advisory and wealth management services to a variety of clients including individuals, trusts, estates, charitable organizations, corporations or other business entities and pension and profit sharing plans.	Finance