Derek V. Irish

Regional Managing Director @Blue Trust

Houston, TX, US
MOBILE NUMBERS
+91 *********19

Signup · Get unlimited contacts

WORK HISTORY

Jan 1998 — Present

Regional Managing Director @Blue Trust

View department →

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

1984 — 1988

The University of Texas at Austin

Bachelor's Degree, Finance, General

SKILLS

Estate Tax PlanningAsset AllocationRisk ManagementPhilanthropic CounselPersonal Financial PlanningFinancial PlanningWealth ManagementInvestment ManagementRetirement Planning

ABOUT DEREK V. IRISH

Derek Irish is the managing director for the Western U.S. region, and is a senior private…

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.