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Derek Tharp — Head of Innovation · Income Lab | The Family Office Stack

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Derek Tharp

Professor | Financial Planner | Researcher

Head of Innovation · Income Lab

Role confidence VerifiedLocation Portland, Maine, United StatesFollowers 5.7KConnections 5.1K

Derek Tharp — Head of Innovation · Income Lab · Portland, Maine, United States.

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About

I am an Associate Professor of Finance at the University of Southern Maine; I assist financial planning clients through my firm, Conscious Capital; and I am the Lead Researcher at Kitces.com. I blog on financial planning topics at Kitces.com and contribute regularly to the wealth management section of the Wall Street Journal's Experts Blog.

Experience

Head of InnovationCurrent
Income Lab
Jun 2025 – Present
Associate Professor of Finance
University of Southern Maine · Portland, Maine Area
Sep 2018 – Present

Education

Kansas State University — Doctor of Philosophy (Ph.D.), Personal Financial Planning · 2012 – 2017
Iowa State University — MFCS, Family Financial Planning · 2011 – 2012

Skills

Personal FinanceCash FlowAsset ManagementWealth ManagementStrategic Financial PlanningInvestmentsFinancial AdvisoryLeadershipRetirement PlanningFinancial PlanningFinancial PlannersMutual FundsRetirement

Finance

Financial Analysis

Equities

Financial Services

Management

Organisation

Income Lab

Confidence scale

Verified · primary source
Corroborated by survey
Reported · unconfirmed
Unknown