Dean is a Managing Director and Wealth Advisor at Cresset. In this role, he works with clients to understand their personal and financial goals and provides customized solutions to address their complex needs.
Prior to joining Cresset, he served as Managing Director and Wealth Manager at First Republic Investment Management. Before that, he was a Partner at Constellation Wealth Advisors, where he served as a member of the Investment Committee and assisted the group in building portfolios that implemented sophisticated strategies across all asset classes. Dean has been advising successful entrepreneurs, institutional investors, and technology executives for the past 25 years, starting at Merrill Lynch in 1996. Mr. Jackson focuses on providing comprehensive financial guidance that includes tax and estate planning, strategic lending, charitable giving, and wealth preservation to the families he serves.
Mr. Jackson earned a Bachelor of Arts degree, with honors, in economics from the University of California at Irvine.