Fundraising Fox

Dereck Grey

Investor

SVP, Private Client at Caliber · Vice President at Spring Lane Capital

Scottsdale, Arizona, United States

Find your path to Dereck

41 people in our graph share verified history with Dereck — schools, employers, funds. One of them is your warm intro.

Janet NovaunlockedDereck: together at Spring Lane Capital (2025–2026)
×11Dereck: together at Spring Lane Capital

About

Dereck Grey is a CERTIFIED FINANCIAL PLANNER™ who works with private clients at Caliber, helping them with tactical asset management and risk management strategies including private real estate allocations. He previously spent about eight years as a financial advisor at firms including Charles Schwab and Merrill Lynch, where he managed over $730 million in combined private client assets. He holds a BS in Finance with a certificate in economics from Northern Arizona University.

Experience

  1. CaliberSVPcurrent2025 — present
  2. CaliberVice President2024 — 2025
  3. Charles SchwabVice President, FC2019 — 2024
  4. Charles SchwabInvestment Consultant2018 — 2019
  5. Merrill LynchWealth Management Advisor2016 — 2018Phoenix, Arizona

Skills & more

  • Certified Financial Planner (CFP) — CFP Board
  • College for Financial Planning’s CFP Certification Professional Education — College for Financial Planning
  • Life, Accident & Health or Sickness — Arizona Department of Insurance
  • Series 66 — FINRA
  • Series 7 — FINRA

From Dereck's professional profile.

Colleagues at Caliber

Bill Gerber
Director at Caliber
Brion Crum
Director, Investor Experience & Client Relations Lead at Caliber
Chris Loeffler
CEO at Caliber
David Granucci
Sales Associate, Private Client at Caliber
Dimitri Uhlik
Managing Director at Caliber
Greg James
Chief Operating Officer at Caliber
J. Alan Reid, Jr.
Director at Caliber
Jennifer Schrader
President, Co-Founder & Director at Caliber

Frequently asked questions

Who is Dereck Grey?
Dereck Grey is a CERTIFIED FINANCIAL PLANNER™ who works with private clients at Caliber, helping them with tactical asset management and risk management strategies including private real estate allocations. He previously spent about eight years as a financial advisor at firms including Charles Schwab and Merrill Lynch, where he managed over $730 million in combined private client assets. He holds a BS in Finance with a certificate in economics from Northern Arizona University.
Where does Dereck Grey work?
Dereck Grey is SVP, Private Client at Caliber.
Where did Dereck Grey go to school?
Dereck Grey studied at Northern Arizona University-The W. A. Franke College of Business (Bachelor’s of Science in Finance and Certificate in Economics, Finance).

Same school

Also attended Northern Arizona University-The W. A. Franke College of Business3

Hunter BriggsSenior Vice President, Treasury Management at Stifel Venture BankingGeorge GreshamExecutive Officer, Director at Green DotRobert M. VreelandExecutive Officer at Clean Energy Fuels

Shared employers

Also worked at Caliber11

Chris LoefflerCEO at CaliberJennifer SchraderPresident, Co-Founder & Director at CaliberGreg JamesChief Operating Officer at CaliberRoy BadeChief Development Officer at CaliberLawrence X. TaylorDirector at CaliberBrion CrumDirector, Investor Experience & Client Relations Lead at Caliber

+ 5 more

Also worked at Charles Schwab54

Andy ChuDirector of Tax at CapitalGSusan LiangDirector, Finance at Fin CapitalBrad StraderTalent Partner at A.Capital VenturesElena GomezPresident & CFO, Toast at Operator CollectiveJeff FlemingSenior Operations Associate at Blue Bear Capital PartnersBenjamin JuniorDirector, Infrastructure Software (Bright Ventures) at Bright Pixel Capital

+ 48 more

Also worked at Merrill Lynch846

Hans TungManaging Partner at Notable CapitalAnthony LinHead of Intel Capital, Corporate Vice President at Intel CapitalNoorPartner at Clear VenturesKesha CashFounder & General Partner at Impact America FundAftab MathurManaging Director at Temasek at Golden Gate VenturesAndrew WallaceVice President, Revolution Growth at Revolution

+ 840 more