Derek Tam joined Lido in early 2023. His main focus is to help new clients understand what Lido has to offer and find the right path for them as clients. Prior to joining Lido, Derek served the ultra-high net worth at SVB, Boston Private Wealth, and Banyan Partners. His previous experience includes client advisory, managing a team, and working with high net worth families through distribution channels and referral networks to ensure each family and their legacy is taken care of.
Derek graduated from the University of San Diego with a degree in Business and an emphasis in Finance. He also holds the Certified Financial Planning (CFP®) designation. Derek resides in Los Gatos, CA, with his wife and two kids.