Thursday, 28 August 2014
Last updated 2 hours ago
Dec 17 2013 | 9:43am ET
Independent financial advisory firm Tiedemann Wealth Management has hung its shingle in San Francisco.
Tiedemann's West Coast office will be headed by Michael Yelverton, a Tiedemann principal and managing director, who returns to San Francisco after 10 years in the firm's New York office. Yelverton will oversee client management on the West Coast while continuing his role as a senior member of the firm’s investment team.
“Opening an office in San Francisco is part of our ongoing expansion across all key regions to better meet the needs of our clients,” said Craig Smith, Tiedemann president, in a statement. “Michael’s extraordinary skills in wealth planning, asset allocation and portfolio management coupled with an unmatched commitment to client service make him an excellent advocate for our firm on the West Coast.”
Tiedemann, which also has offices in Palm Beach, Florida and Wilmington, Delaware, advises on over $8 billion in assets for about 130 clients including high-net-worth individuals, wealthy families, trusts and foundations
Aug 25 2014 | 11:21am ET
As many of you know, FINalternatives was recently acquired by the owners of Futures magazine, a firm called The Alpha Pages LLC. Today marks the soft-launch of a new sister site for both publications. As its name suggests, The Alpha Pages will cover all types of alternative investments, going far beyond the more well-known ones such as hedge funds and private equity. Read more…
Commodities/Futures magazine launched at the precipice of a revolution in the futures industry—really a revolution in the idea of risk management—that would move it from a small niche industry to ...