Saturday, 28 November 2015
Last updated 1 day 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
Oct 21 2015 | 10:41am ET
One of the most unique charity benefits in the hedge fund industry, A Leg To Stand On's (ALTSO's) Hedge Fund Rocktoberfest - NYC, raised nearly $500,000 last Thursday thanks to the generous support of major sponsors and nearly 1,400 attendees from the Tri-State finance, business and hedge fund communities. Read more…