Derek Naumann

Derek Naumann is a Senior Vice President and Senior Managing Director of a Wealth Management Advisory team. He has over 30 years of experience in the banking and wealth management industries. He leads a multidisciplinary team of professionals who provide holistic wealth management advice to high-net-worth individuals and families incorporating investment management, fiduciary, banking, wealth advisory and philanthropic services to help clients achieve their financial goals.

Before moving to his current role, Derek was a Senior Banking Director at Northern Trust. In that role he led a team of banking professionals responsible for delivering banking and customized lending solutions to high-net-worth individuals and families. Prior to joining Northern Trust, Derek was a Vice President at Oak Bank in Chicago, where he held various management positions including manager of the LaSalle Street branch.

Derek received his B.A. in Economics from the University of Colorado, his M.B.A. degree from the University of Chicago and received a degree from the University of Wisconsin Graduate School of Banking in 1998.

2001

Derek holds a Certified Private Wealth Advisor designation, obtained through the Investments and Wealth Institute and administered by The University of Chicago Booth Graduate School of Business.