
Charles Filmer
Head of UK Private Office
Managing Director
Dallas
Jerry has nearly two decades of experience as a holistic advisor to high-net-worth clients. He was a senior advisor at Tiedemann Advisors prior to the transaction that created AlTi and, before that, at Presidio Capital Advisors where he served on the Executive Committee. Prior to Presidio, he was a wealth advisor at Goldman Sachs in the Investment Management Division.
Before starting his financial career, Jerry served as a naval officer and carrier-based fighter pilot for 13 years. In addition to multiple operational deployments, he served two tours as a demonstration pilot for the U.S. Navy Blue Angels.
Jerry serves on the Service Academy Nomination Board for Congressman Jake Ellzey, he is a class officer for his Annapolis Class of 1992, is an active supporter of the Blue Angel Foundation, and serves as a mentor to veterans transitioning out of the military. He holds a Bachelor of Science degree in economics from the United States Naval Academy in Annapolis.