Tiedemann's Yelverton To Head New San Francisco Office

Dec 17 2013 | 10:43am 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

Q&A: Portfolio Advisors' Brian Murphy On The Advantages of A Private Markets Platform

Jan 2 2018 | 11:05am ET

Most private markets firms reference their platforms as a source of competitive...

Lifestyle

CFA Institute To Add Computer Science To Exam Curriculum

May 24 2017 | 9:25pm ET

Starting in 2019, financial industry executives sitting for the coveted Chartered...

Guest Contributor

Steinbrugge: The Top Hedge Fund Industry Trends for 2018

Jan 2 2018 | 12:22pm ET

Each year, Don Steinbrugge’s Agecroft Partners compiles the insights gained...

 

FINalternatives Trending

From the current issue of