Tiedemann Advisors is one of the largest independent investment and wealth advisors for high-net-worth individuals, families, trusts, foundations and endowments.

Investment Management

Tiedemann Advisors

Tiedemann Advisors' headquarters in New York, NY, United States

William Evers

James Bertles

Adam Gentile

Brittany Cook

Kevin Moran

Ambassador Robert Hormats

Jill Shipley

Rob Meussner

Shannon Hennessey

Jerry Deren

Stephen Aucamp

Kent Insley

Brad Harrison

Hayes Roberts

Jeffrey Zlot

Whitney Fogle Lewis

Michael Brady

Bruce Brugler

Erik Christoffersen

Joseph Melican

Andrew Douglass

Brian Pierson

Michael Yelverton

Brian Neiman

Colin Carter

Antonio Casal

Teresa Wells

Paul Carlos

Simon Liang

Marcin Konefal

Brodie Cobb

Yves-André Istel

The Investment and Advisory Team at Tiedemann Advisors specializes in providing tailored investment strategies and wealth management solutions to high-net-worth clients. With expertise in areas such as wealth planning, impact investing, and manager research, the team collaborates closely with clients to understand their unique financial goals and develop comprehensive plans that address their needs across generations, trusts, and philanthropic objectives.

Investment and Advisory Team

The Leadership Team at Tiedemann Advisors is responsible for setting the strategic direction and ensuring the seamless operation of the firm. Comprising experienced professionals in investment, wealth planning, health planning, and compliance, the team collaborates to deliver exceptional financial solutions and services to high-net-worth clients while maintaining the highest standards of integrity and governance. They drive growth initiatives, oversee risk management, and foster an innovative culture to adapt to the evolving landscape of wealth management.

Leadership Team

This department oversees the overall strategic direction and operational management of the organization.

Executive Leadership

The Executive Management Team at Tiedemann Advisors is responsible for setting the strategic direction of the firm, overseeing its operations, and ensuring the delivery of exceptional investment and wealth management services to high-net-worth clients. This team collaborates to drive growth, enhance client relationships, and maintain the company's commitment to integrity and excellence in the financial advisory space.

Executive Management Team

This department oversees compliance with laws and regulations while developing strategies to navigate governance challenges.

Governance and Regulatory Affairs

This department provides guidance and support to clients and stakeholders through expert advisory services.

Advisory Services

Tiedemann Advisors

Org chart

Board & advisors

Teams

Investment and Advisory Team

Leadership Team

Executive Leadership

Executive Management Team

Governance and Regulatory Affairs

Advisory Services

Offices

Tiedemann Advisors

Org chart

Board & advisors

Teams

Investment and Advisory Team

Leadership Team

Executive Leadership

Executive Management Team

Governance and Regulatory Affairs

Advisory Services

Offices

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