Jeff Zlot

Jeff Zlot has extensive work experience in the finance industry. Jeff currently serves as the Managing Director at AlTi Tiedemann Global since 2023. Prior to this, they held various roles at Tiedemann Advisors, including Managing Director, from 2016 to 2023. Before joining Tiedemann Advisors, Jeff was the Founder and Managing Director of The Presidio Group (now Tiedemann Advisors) from 1997 to 2016. Jeff also worked as an Analyst at Montgomery Securities from 1995 to 1997 and at Hart Research Associates from 1993 to 1995.

Jeff Zlot attended The Branson School from an unknown starting year until 1989. Jeff then attended Colby College from 1989 to 1993, where they studied Government. Jeff Zlot also obtained a certification in Certified Financial Planner (CFP) from the CFP Board, although the specific year and month of obtaining this certification are unknown.