Marc Whitted

Director - Client Service Group at AlTi Tiedemann Global

Marc Whitted has extensive experience in the financial industry, spanning over two decades. Marc is currently working at AlTi Tiedemann Global as the Vice President - Manager, where they are responsible for managing and developing the Client Service team. Marc also facilitates the strategic plan and growth for the team, as well as directly manages select client relationships.

Prior to their current role, Marc worked at JPMorgan Chase & Co. for 12 years as a Vice President - Senior Client Service Associate. Before that, they served as a Trust Administrator II at Wachovia Corp for three years.

Marc's career started at PNC in 2002, where they initially worked as a Check Processing Clerk for over three years. Marc then transitioned to the role of Back Office Specialist for ten months before joining Vanguard as a Finance Associate in 2006.

Overall, Marc Whitted has a diverse background in the financial industry, with a focus on client service, team management, and strategic planning.

Marc Whitted has a Bachelor's degree in Business Administration from Temple University. Marc also obtained certifications in Series 63 and Series 7 from FINRA in September 2010 and July 2010 respectively. Additionally, they attended the US Army Adjutant General School, but there is no information provided regarding the degree or field of study.

Links

Timeline

  • Director - Client Service Group

    February 1, 2024 - present

  • Vice President - Manager

    April, 2022