Tiedemann's Yelverton To Head New San Francisco Office

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
 


In Depth

An Interview With Harvest Volatility Management's Rick Selvala

Mar 23 2017 | 5:39pm ET

Several years of extremely low interest rates have pushed some investors into equities...

Lifestyle

'Tis the Season: Wall Street Holiday Parties Back In Fashion

Dec 22 2016 | 9:23pm ET

Spending on Wall Street holiday parties has largely returned to pre-2008 levels...

Guest Contributor

SEI: Private Debt Coming Into Its Own

Mar 8 2017 | 9:24pm ET

The explosive growth of private debt over the past few years has caused the lines...

 

From the current issue of