Dereck Grey CFP^®

Caliber Funds trusts Dereck Grey, VP of Wealth Management, to connect investors with leading tactical asset management solutions. He helps private clients navigate changing macroeconomic environments through smart risk management, including allocations to private real estate.

Dereck brings significant experience to the Caliber team, including the coveted CERTIFIED FINANCIAL PLANNER™ accreditation. For the past eight years he’s served with distinction as a financial advisor with firms including Charles Schwab and Merrill Lynch. Designing and implementing custom portfolio asset allocations to meet unique client objectives, Dereck managed over $730 million in combined private client assets.

Dereck maintains his passion for the outdoors he acquired while studying Finance (BS) with a certificate in economics at Northern Arizona University. He relaxes by reading and exercising when he’s not working on his golf game.