About
Derek Johnston is Vice President and Investment Officer at Fiduciary Trust Company in Boston, MA, where he develops and executes wealth management strategies for high net worth individuals, families, executives, entrepreneurs, as well as foundations and endowments. His work focuses on providing customized advice across wealth planning, investment management, sustainable investing, trust and estate services, and philanthropy for both private clients and institutional investors.
Derek brings a broad investment background, having previously served as a Private Banker at J.P. Morgan Private Bank, where he advised ultra-high net worth families. Earlier in his career, he provided capital raising, mergers and acquisitions advice for corporations, and investment advisory services to municipalities and nonprofit organizations at Ryan Beck & Co. and BLX Group LLC, respectively.
He holds an MBA in Finance from the NYU Stern School of Business and a BA in International Relations and French from Colgate University, and is a Certified Trust and Fiduciary Advisor (CTFA). Within the investment industry, Derek has notable experience structuring strategies for public equities, fixed income, and sustainable investment solutions, and holds leadership roles in nonprofit endowment management and investment committee governance.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Fiduciary Trust Company | Vice President - Investment Officer | Apr 2016 to Present | — |
| JPMorgan Private Bank | Private Banker | Aug 2012 to Mar 2016 | — |
| JP Morgan Private Bank | Summer Associate | Jun 2011 to Aug 2011 | Summer Internship at J.P. Morgan Private Bank during a two-year MBA education at New York University's Stern School of Business. |
| BLX (Orrick, Herrington & Sutcliffe LLP) | Managing Consultant | Feb 2010 to Jul 2010 | Bond Logistix LLC is a consulting and SEC registered investment advisory firm that offers strategic financial and consultative services including arbitrage rebate, yield restriction, and other federal... |
| BLX | Senior Consultant, Post-Issuance Compliance Services | Jan 2009 to Jan 2010 | Development and production of post-issuance compliance services for tax-exempt bond issuers and borrowers. |
| BLX | Senior Consultant, Structured Products | Feb 2007 to Jan 2009 | Procurement structured products for municipalities and nonprofits as investments for their bond proceeds. |
| Ryan Beck & Co. | Analyst, Middle Markets Group | Oct 2005 to Feb 2007 | Investment banking analyst for Middle Markets Group, participating in sell-side advisory projects and equity offerings for companies in various industries. |
| BLX | Consultant | Oct 2003 to Oct 2005 | Financial analysis of investments of tax-exempt bond proceeds made by municipalities and nonprofits. |
Education
NYU Stern School of Business
MBA, Finance
2010 — 2012
Colgate University
Bachelor of Arts, International Relations, French
1999 — 2003
Ridgewood High School
Skills & Expertise
Others at Fiduciary Trust Co. (10)
| Name | Role | Location |
|---|---|---|
A Anthony Hong | Research Analyst | Boston, MA , United States |
 | Investment Officer - Vice President | Boston, MA , United States |
 | Investment Research Analyst | Boston, MA , United States |
E Emily Griset | Vice President and Investment Officer | Boston, MA , United States |
 | Lead Trader, Portfolio Solutions Analyst | Boston, MA , United States |
 | Vice President and Investment Officer | Boston, MA , United States |
 | Vice President - Investment Officer | Boston, MA , United States |
 | Vice President - Investment Officer | Merrimack, NH , United States |
N Neal Hegge | Investment Officer | Boston, MA , United States |
 | Vice President and Investment Officer | Boston, MA , United States |