Tiedemann Wealth Management Continues West Coast Expansion
April 28 2015 - 11:57AM
Business Wire
Tiedemann Wealth Management announced today that Spencer Edge,
Principal and member of the Investment Management Team, has
relocated to the Firm’s San Francisco office. Mr. Edge spent the
past eight years in Tiedemann’s New York office, where he had an
integral role in the development and oversight of research and due
diligence efforts across all asset classes globally. In San
Francisco, he will remain focused on investment research and
strategy, working closely with his counterparts in New York, while
also strengthening the Firm’s West Coast client service
capabilities.
“Having someone of Spencer’s experience and skillset on the
ground in San Francisco will be invaluable to our West Coast
clients and further reinforces our Firm’s commitment to expand the
scope of our investment platform’s reach,” said Michael Yelverton,
Principal and Managing Director of Tiedemann Wealth Management. “We
view the Bay Area as a key hub of finance, investment, innovation
and entrepreneurialism for our country and the world, and look
forward to continuing to help our growing universe of clients in
this region realize their financial objectives.”
Prior to joining Tiedemann in 2007, Spencer was a consultant in
the Financial Services Advisory practice at Ernst & Young LLP.
He earned a bachelor’s degree from Dartmouth College and a master’s
degree from the Kenan-Flagler School of Business at UNC-Chapel
Hill. He is a Chartered Financial Analyst, a Chartered Alternative
Investment Analyst and a member of the CFA Institute, the New York
Society of Security Analysts, the CAIA Institute, the Foreign
Policy Association, the National Committee on American Foreign
Policy and the Brookings Society.
In December 2013, Tiedemann Wealth Management announced the
opening of an office in San Francisco at 101 California Street. The
office, which is part of the Firm’s expansion across all key
regions, features a growing team of professionals reporting to
Michael Yelverton.
About Tiedemann Wealth Management
Tiedemann Wealth Management is an independent wealth advisor
with a singular focus – working in partnership with clients to
achieve their specific financial goals. Tiedemann provides high net
worth individuals, wealthy families, and trusts and foundations
with customized, objective investment management and wealth
planning services. An owner-managed Firm, Tiedemann oversees over
$9.5 billion in investable assets.
Founded in 1999, Tiedemann Wealth Management is headquartered in
New York, with offices in Palm Beach and San Francisco. The Firm
provides trust services through Tiedemann Trust Company, a
state-chartered trust company located in Delaware.
For more information, visit www.tiedemannwealth.com.
River CommunicationsTroy Mayclim,
914-686-5599tmayclim@riverinc.com