Derek Doyle

Derek Doyle is an Associate Advisor at John G. Ullman & Associates, Inc., based in Rhinebeck, NY. In his current role, he provides comprehensive wealth management and investment advisory services to individual and family clients, focusing on asset allocation, portfolio strategy, and client financial education. Derek regularly addresses sectors such as equities, fixed income, private credit, private equity, and alternative investments, reflecting broad expertise across major asset classes. He contributes frequently to the firm’s commentary and market outlooks on topics ranging from market volatility and sequence of returns risk to the dynamics of gold, active ETFs, mortgage rates, and budget planning.

Prior to joining John G. Ullman & Associates in March 2023, Derek served as a Universal Banker at Rhinebeck Bank, where he gained experience in personal banking and client relationship management. His early career in the financial sector laid a strong foundation for his current advisory work.

He holds a degree in Finance from SUNY New Paltz, where he developed his passion for investments and financial planning. Derek is recognized for his ability to demystify complex investment themes and educate clients on practical financial strategies, and he contributes regularly to industry discussions on emerging trends in alternative assets, risk management, and retirement planning.