Derek V. Irish
Sr. Partner, Regional Managing Director at Blue Trust
- Role
- Regional Managing Director at Blue Trust
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Derek V. Irish
Derek Irish is the managing director for the Western U.S. region, and is a senior private…
Experience
Regional Managing Director
Jan 1998 — Present · Houston, TX, US
Blue Trust advisors apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. With over $65 billion assets under advisement and a nationwide network of 17 offices, we offer comprehensive financial services and objective advice to more than 10,500 clients across the wealth spectrum in all 50 states.* Our services include:Financial, retirement, and estate planningInvestment managementCash flow and budget planningCharitable giving strategiesPersonal trust and estate settlementBusiness consulting servicesFamily OfficeSports and Entertainment servicesInstitutional servicesRetirement plan consulting*As of 12/31/24 and subject to change
Education
The University of Texas at Austin
Bachelor's Degree, Finance, General
1984 — 1988
Skills
- Estate Tax Planning
- Asset Allocation
- Risk Management
- Philanthropic Counsel
- Personal Financial Planning
- Financial Planning
- Wealth Management
- Investment Management
- Retirement Planning
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