Jennifer Derby, Wealth Strategist

Jen Derby is a Wealth Strategist and based out of Baird’s Pittsburgh-South Hills office. As part of the Wealth Strategist team at Baird, Jen assists Financial Advisors in developing customized solutions for the specific planning needs of their ultra-high net-worth clients and those with planning complexities, such as business owners and clients with significant private investments. This planning includes careful consideration of each client’s unique estate and legacy goals and values in conjunction with the tax and wealth transfer implications of their planning.

Jen also works with business-owner clients in building, protecting, and transferring their wealth through thoughtful succession planning. This includes guiding business owners through internal or external exit or transition strategies that align with their business goals, personal vision, long-term legacy planning, and family dynamics.

Prior to joining Baird, Jen practiced law at Tucker Arensberg, P.C., in Pittsburgh where she was a shareholder and Co-Chair of the firm’s estate and trust practice group. During her 13-year legal career, Jen primarily focused on estate, tax, and wealth transfer planning; estate administration; elder law; long-term care planning; and business succession planning.

Jen frequently lectures on topics related to estate and trusts law for the Community College of Allegheny County, as well as for other professional and community groups and organizations.

Jen earned her Juris Doctorate degree from the University of Miami School of Law, and her Bachelor of Science degree from the University of Pittsburgh. Jen is a member of the Pennsylvania bar.