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John Derry
Vice President, Senior Wealth Manager
Chicago, IL
John believes comprehensive financial advice sits at the intersection of investments, taxes, and estate planning — not in any one of them alone.
John partners with high-net-worth individuals, families, business owners, and corporate executives to build and manage integrated wealth plans. His work centers on tax-aware investing, concentrated stock and options overlay strategies, alternative investments, and estate planning coordination. He draws on Lido’s investment management and planning capabilities, and through the Lido One platform, the estate and tax services of our affiliates to address a client’s full financial picture, not just the portfolio alone.
John began his career at Edelman Financial Engines, where he spent nearly five years supporting individuals and families through comprehensive financial planning and rose to Executive Client Service Associate. He now serves as lead advisor to a growing book of client relationships, with a focus on households navigating equity concentration, liquidity events, and multi-generational wealth transfer.
When he’s away from the office, John can usually be found working on his golf game, following Chicago’s sports teams, and keeping fitness as a consistent part of his routine.
B.S., Public Financial Management, Indiana University Bloomington
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