About
Derek Quist is a Senior Investment Associate at The Clarius Group, LLC, a Seattle-based multi-family office specializing in comprehensive wealth management and investment advisory services. In his current role, he contributes to the design, implementation, and ongoing management of tailored investment portfolios for high-net-worth families, with a focus on asset allocation, due diligence, and portfolio optimization across public and private markets.
Derek's expertise spans a range of asset classes, including equities, fixed income, alternative investments, and private markets, ensuring diversified solutions that address the unique objectives and risk tolerances of each client family. He is experienced in conducting manager selection, due diligence, and supporting the integration of direct indexing and multi-tiered ownership structures into client portfolios.
Prior to becoming Senior Investment Associate in 2024, Derek advanced through several analytical and associate roles at The Clarius Group, where he honed skills in investment operations and client service. He holds a degree in Finance and Entrepreneurship from Washington State University, underpinning his proficiency in business administration and comprehensive investment management.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| The Clarius Group | Senior Investment Associate | Jan 2024 to Present | — |
| The Clarius Group | Investment Associate | Jan 2022 to Jul 2024 | — |
| The Clarius Group | Senior Investment Operations Analyst | Jun 2021 to Jan 2022 | — |
| The Clarius Group | Investment Operations Analyst | Oct 2018 to Jun 2021 | The Clarius Group is a shared family office providing investment advisory, comprehensive wealth management, and family office services to families and individuals. |
| Accounting Principals | Accounts Payable Clerk | Jul 2018 to Oct 2018 | Contract position at Costco Wholesale through Accounting Principals o Solved merchandise return disputes filed by vendors through in-depth research o Utilized programs such as AS400, OMS, and SAP o As... |
| Trio Student Success | Student Tutor | Jan 2017 to Apr 2018 | Accounting, Finance & Statistics Tutor o Provided exceptional tutoring to students that helped them advance in their college careers o Supported students by explaining concepts in accounting, finance ... |
| Coldstream Wealth Management | Intern | Dec 2015 to Jan 2016 | o Proactively found buyers for company’s old IT equipment by making detailed post online, as well as calling on places that bought used IT equipment, made the firm $1,500 from the sale. o Provided adv... |
Education
Washington State University
Finance & Entrepreneurship, Business Administration and Management, General
2014 — 2018
Others at Clarius Group, LLC (4)
| Name | Role | Location |
|---|---|---|
| Partner, Advisor and Chief Investment Officer | Seattle, WA , United States | |
| Investment Associate | Seattle, WA , United States | |
K Keith Vernon | Partner | Seattle, WA , United States |
| Partner | Seattle, WA , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
R Ron Albahary | Chief Investment Officer | Laird Norton Trust Company, LLC | Wayne, PA , United States |
S Scott Larson | Senior Investment Analyst | Laird Norton Trust Company, LLC | Portland, OR , United States |
C Chris Taylor | Partner | Bristlecone Advisors, LLC | Bellevue, WA , United States |
| Partner | Bristlecone Advisors, LLC | Seattle, WA , United States | |
A Amanda Oakeley | Investment Associate | Zevenbergen Capital Investments LLC | Kirkland, WA , United States |
D Dani Blanchard | Research Analyst | Zevenbergen Capital Investments LLC | Seattle, WA , United States |