Tuesday, 29 July 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
Jul 8 2014 | 10:48am ET
The surge in derivatives regulation is among the most complex challenges facing the financial services industry today. Northern Trust’s Joshua Satten recently spoke with FINalternatives to share insights into the challenges presented by new regulation and explore how the industry is responding. Read more…