Kimberly Evans

Kimberly Evans is the Managing Director and Advisor at Tiedemann Advisors. Kimberly has over 20 years of experience in the financial industry, including working as an analyst at UBS Investment Bank.

Kimberly began their career in 2000 as an analyst at UBS Warburg in the investment banking division. There, they provided merger and acquisition, capital structure and other strategic advice to companies in the aerospace and defense, multi-industry, steel, machinery and security/life safety industries. In December 2002, Kimberly left UBS to join Tiedemann Advisors.

At Tiedemann Advisors, Kimberly provides comprehensive wealth planning and investment management services to individuals, families and institutions. Kimberly has a deep understanding of the financial needs of their clients and works with them to develop custom solutions that help them meet their goals.

Kimberly Evans has a Bachelor of Arts in Economics from Duke University and is certified as a Chartered Financial Analyst from the CFA Institute. Kimberly also attended The Chapin School.

They work with Jed Emerson - Global Lead of Impact Investing, Joseph Melican - Managing Director, and Antonio Casal - Head of Manager Research. Their manager is Michael Tiedemann, CEO.