San Francisco Bay Area
Dermott Larkin
Senior Wealth Advisor
Dermott is a Senior Wealth Advisor with Cypress Wealth Services, based in Silicon Valley in the San Francisco Bay Area, California. He brings more than 25 years of investment management experience across equity and options trading, hedge funds, and institutional portfolio management. Dermott focuses on partnering with families, entrepreneurs, company founders, and foundations, serving as a steward to help clients achieve financial independence. His prior roles include serving as a hedge fund portfolio manager and trader and as a Principal with Wells Capital Management (now Allspring Global Investments), where he gained 25 years of expertise in institutional investment and risk management. Dermott holds a degree in English Literature from California State University, Northridge. An avid baseball fan and coach, Dermott has been a longtime board member of Burlingame's Youth Baseball Association (BYBA). He enjoys spending time at the beach, especially when sharing these adventures with his wife, Kathleen, and their two young adult sons.
What are 3 words people use to describe you?
Thoughtful. Loyal. Positive.
What is the best advice you have ever been given?
A good reputation is far more valuable than money.
There's a reason we have two ears and one mouth, listen more...
The singular best part of what I do is the fact that no two clients are alike. Each person's or families dreams, aspirations and careers are distinctly different and I get a front seat to learn and experience each. In my role, I have the privilege to be in a position where clients share their most intimate and significant goals for their respective family. Collaborating with our clients to plan and map a path that leads to these goals becoming reality for me, is both soul filling and brings me tremendous gratification.
What life lesson did you learn the hard way?
What do you enjoy most about working in wealth management?
