Derek Brock Boles
Chief Executive Officer at Fortis Advisors LLC
Profile
Mr. Derek B.
Boles is a Managing Partner at Fortis Advisors LLC.He is on the Board of Directors at Convergence Fund I LP.
He serves as the chair of the Fortis Executive Committee and the Board of Advisors.
He is responsible for guiding and growing the organization and setting a course for the future while personally advising several of the firms more complex client engagements.
He has over 20 years of industry experience.
He joind the firm in 2004.
He has a B.A.
from James Madison, and both a J.D.
and Master of Laws in Taxation from Villanova.
Derek Brock Boles active positions
| Companies | Position | Start |
|---|---|---|
Fortis Advisors LLC
 Fortis Advisors LLC Investment ManagersFinance Fortis Advisors LLC is a SEC-registered investment advisor and wealth management firm headquartered in King of Prussia, Pennsylvania. The firm was founded in 1913 and is wholly owned by Fortis Family Office LLC (formerly Fortis Wealth LP). Fortis Advisors provides investment management, financial planning, and investment related consulting services to individuals and high net-worth individuals and their related entities, such as trusts, limited liability companies, limited partnerships, foundations, and other non-profit organizations. | Chief Executive Officer | 31/12/2003 |
Convergence Fund I LP
 Convergence Fund I LP Investment Trusts/Mutual FundsMiscellaneous Convergence Fund I LP operates as a hedge fund. The company is headquartered in King of Prussia, PA. | Director/Board Member | - |
Training of Derek Brock Boles
| James Madison University | Undergraduate Degree |
| Villanova University School of Law | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Fortis Advisors LLC
Fortis Advisors LLC Investment ManagersFinance Fortis Advisors LLC is a SEC-registered investment advisor and wealth management firm headquartered in King of Prussia, Pennsylvania. The firm was founded in 1913 and is wholly owned by Fortis Family Office LLC (formerly Fortis Wealth LP). Fortis Advisors provides investment management, financial planning, and investment related consulting services to individuals and high net-worth individuals and their related entities, such as trusts, limited liability companies, limited partnerships, foundations, and other non-profit organizations. | Finance |
Convergence Fund I LP
Convergence Fund I LP Investment Trusts/Mutual FundsMiscellaneous Convergence Fund I LP operates as a hedge fund. The company is headquartered in King of Prussia, PA. | Miscellaneous |
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