About
Jerry Deren is a Partner at Summit Trail Advisors in Texas, where he delivers holistic guidance on investment strategy, tax planning, and comprehensive financial planning for high-net-worth individuals and families. He is responsible for developing customized investment solutions, leveraging the firm's scale and fiduciary approach to address the complex financial needs of sophisticated clients.
Deren specializes in advising on multi-asset portfolios that typically include public and private equities, alternative investments, and fixed income strategies. He brings significant expertise in crafting cross-asset allocation strategies that focus on wealth preservation, risk management, and generational wealth transfer.
Prior to joining Summit Trail Advisors in July 2024, Deren was a Managing Director at AlTi Tiedemann Global, where he managed client relationships and investment portfolios for ultra-high-net-worth clients since 2016. He holds a Bachelor of Science in Economics from the United States Naval Academy, further strengthening his analytical and leadership capabilities in the wealth advisory space.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Summit Trail Advisors | Partner | Jul 2024 to Present | — |
| The Blue Angels Foundation | Board Member | Jan 2024 to Present | The Blue Angels Foundation’s mission is to support wounded veterans by providing funding for critical services and access to the best care available in the nation as they transition back to the civili... |
| AlTi Tiedemann Global | Managing Director | Sep 2016 to Jul 2024 | — |
| The Presidio Group, LLC | Managing Director | Jan 2007 to Sep 2016 | Investment Consultant to approximately 40 individuals, families and institutions in Texas and throughout the Midwest and Southeast; focusing exclusively on clients with $20 million to $100+ million in... |
| Goldman Sachs | Investment Professional | Jan 2005 to Jan 2007 | Investment advisor to Dallas based Goldman Sachs Private Wealth Management clients. Focus on new business development, asset allocation, manager implementation, and portfolio maintenance. Voluntary ... |
| U.S. Navy | F and A-18 Pilot and Naval Officer and Blue Angels Demonstration Pilot | Jan 1992 to Jan 2005 | Operational carrier-based strike fighter pilot; F/A-18 instructor pilot and LSO; aide de camp for 2-star admiral; demonstration pilot for U.S. Navy Flight Demonstration Squadron -- The Blue Angels. O... |
Education
United States Naval Academy
B.S., Economics
1988 — 1992
Skills & Expertise
Others at Summit Trail Advisors, LLC (43)
| Name | Role | Location |
|---|---|---|
 | Partner | New York, NY , United States |
B Brandon Woods | Principal | New York, NY , United States |
 | Partner | Chicago, IL , United States |
C Cameron Green | Associate | Chicago, IL , United States |
D Daniela Pedley | Partner | San Francisco, CA , United States |
D Danielle Louton | Partner | San Francisco, CA , United States |
 | Principal | Sarasota, FL , United States |
 | Associate | San Francisco, CA , United States |
 | Partner | Cold Spring Harbor, NY , United States |
J Joe Shenton | Partner | Chicago, IL , United States |
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A Adam Wolf | Analyst | First Manhattan Co. LLC. | New York, NY , United States |
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 | Associate | Steward Partners Investment Advisory, LLC | Milwaukee, WI , United States |
 | Portfolio Manager | Select Equity Group, L.P. | New York, NY , United States |
A Aldo Eysaman | Associate Analyst | Select Equity Group, L.P. | Seattle, WA , United States |
