Fpqp™ Sommer Vincent

Sommer Vincent, FPQP™ has over 17 years of work experience in the financial industry. Sommer is currently the Vice President, Family Office Advisor at AlTi Tiedemann Global, a role they started in January 2023. Prior to that, Sommer worked at Tiedemann Advisors from May 2018 to January 2023, where they held the position of Vice President, Advisor. Tiedemann Advisors is a leading independent investment and wealth advisor for high-net-worth individuals and organizations. Before that, Sommer worked at Tiedemann Wealth Management as a Vice President, Advisor from January to May 2018. Sommer also has experience in client service, having worked at Threshold Group as a Client Service Associate from February 2016 to December 2017. Sommer started their career at GHP Investment Advisors, Inc. in 2004, where they held various roles including Relationship Manager from September 2014 to October 2015, Client Relations Manager from May 2008 to September 2014, and Management Assistant from June 2004 to May 2008. GHP Investment Advisors is a family office that provides integrated wealth management services. Overall, Sommer Vincent has a diverse background in financial planning, client service, and relationship management.

Sommer Vincent, FPQP™, holds a Bachelor of Science (B.S.) degree in International Business from Argosy University Denver, which they obtained between 2007 and 2009. Prior to that, they completed their Associate of Arts (A.A.) degree in Business from Seattle Central College from 2001 to 2002. Sommer Vincent also earned the certification of Financial Planning Qualified Professional from the College for Financial Planning in October 2012.