Rob Meussner

Rob has direct responsibility for managing client relationships and addressing all wealth and investment-related matters. He serves as the point of contact for clients and manages their portfolios following the investment strategies and allocations determined by the Investment Group while also customizing portfolios to meet individual client goals and situations.

Rob joined Tiedemann when the firm merged with Threshold Group, where he was a member of the Wealth Advisory Team. In addition to traditional wealth planning & investment management for private clients, Rob also works with Endowments & Foundations in an effort to align their capital with their Values or mission as an organization. Prior to Tiedemann Rob served as Consulting Associate for Verus Advisory, an institutional investment-consulting firm and prior to that worked as an Analyst at Sparta Asset Management assisting the small and mid-cap growth investment teams.