Sign in
Derek Quist

Derek Quist

Senior Investment Associate at Clarius Group, LLC

Seattle, WA , United States

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

OrganizationRoleDate RangeDetails
The Clarius GroupSenior Investment AssociateJan 2024 to Present
The Clarius GroupInvestment AssociateJan 2022 to Jul 2024
The Clarius GroupSenior Investment Operations AnalystJun 2021 to Jan 2022
The Clarius GroupInvestment Operations AnalystOct 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 PrincipalsAccounts Payable ClerkJul 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 SuccessStudent TutorJan 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 ManagementInternDec 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)

NameRoleLocation
Cameron Lamarche
Cameron Lamarche
Partner, Advisor and Chief Investment OfficerSeattle, WA , United States
Jeff Pierce
Jeff Pierce
Investment AssociateSeattle, WA , United States
K
Keith Vernon
PartnerSeattle, WA , United States
Cfp® Talbot
Cfp® Talbot
PartnerSeattle, WA , United States

Similar Fund Managers

NameRoleFundLocation
R
Ron Albahary
Chief Investment OfficerLaird Norton Trust Company, LLCWayne, PA , United States
S
Scott Larson
Senior Investment AnalystLaird Norton Trust Company, LLCPortland, OR , United States
C
Chris Taylor
PartnerBristlecone Advisors, LLCBellevue, WA , United States
Jeff Parker
Jeff Parker
PartnerBristlecone Advisors, LLCSeattle, WA , United States
A
Amanda Oakeley
Investment AssociateZevenbergen Capital Investments LLCKirkland, WA , United States
D
Dani Blanchard
Research AnalystZevenbergen Capital Investments LLCSeattle, WA , United States