Dean Jackson is a Managing Director and Wealth Manager at First Republic Investment Management. He was a partner at Constellation Wealth Advisors, which was acquired by First Republic Bank in 2015. Mr. Jackson serves as a member of the Investment Committee of the former Constellation team at First Republic where he assists the group in building portfolios that implement sophisticated strategies across all asset classes, including equity, fixed income, alternative investment (both hedged vehicles and private equity) and real assets.
Mr. Jackson has been advising successful entrepreneurs, institutional investors, and technology executives for the past 22 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 works with.
Mr. Jackson earned a Bachelor of Arts degree with honors in Economics from the University of California at Irvine. He also is a CERTIFIED FINANCIAL PLANNERTM professional.
Wealth Management Experience: Since 1996
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