Jerry Deren

Partner, Advisor

Dallas
Jerry Deren

Jerry is a Partner at Summit Trail Advisors where he provides holistic advice on investment strategy, tax matters, and financial planning to a select group of entrepreneurs, professionals, and foundations. Before joining Summit Trail Advisors, Jerry was a Managing Director and Executive Committee Member at AlTi Tiedemann Global and Presidio Wealth Management. His career in finance began as a Private Wealth Advisor with Goldman Sachs in New York and Dallas. Prior to his finance career, Jerry served on active duty for thirteen years as an officer and F/A-18 Hornet pilot in the U.S. Navy. During his last three years of service, he was a demonstration pilot for the Blue Angels, flying the #3 (left wing) and #4 (slot pilot) positions. Jerry continues to support veterans through his role on the board of directors for the Blue Angels Foundation, which focuses on suicide prevention, PTSD treatment, transitional and permanent housing, life skills, and employment for veterans. He also serves on the Service Academy Nominating Committee for Congressman Jake Ellzey. He resides in the Dallas area with his wife, Denise, and their three young adult children.

Education:

Jerry holds a Bachelor of Science in Economics from the United States Naval Academy.


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