People Moves

NYC-Headquartered Wealth Advisor Welcomes New Investment Committee Member

Eliane Chavagnon Editor - Family Wealth Report January 28, 2016

NYC-Headquartered Wealth Advisor Welcomes New Investment Committee Member

Tiedemann Wealth Management has added former head of equities at Oppenheimer Funds to its investment committee.

William Wilby, former head of equities at Oppenheimer Funds, has become a member of Tiedemann Wealth Management's investment committee.

Wilby will work alongside fellow committee members Richard Nye, David Coulter, Robert Hormats, Yves Istel and Frederick Thorne to advise Tiedemann on investment strategies, asset allocation and manager selection.

At Oppenheimer, Wilby was responsible for over $120 billion in equity assets and 70 portfolio managers, investment analysts and support staff, at the time of his retirement in 2007. He is also known for his tenure as portfolio manager for the Oppenheimer Global Fund.

Earlier in his career, Wilby held international finance and investment roles at AIG, Northern Trust, Brown Brothers Harriman and the Federal Reserve Bank of Chicago, as well as having served in US Army Intelligence in Vietnam and Europe.

Tiedemann Wealth Management, headquartered in New York, provides high net worth individuals, wealthy families, trusts and foundations with investment management and wealth planning services.

The firm also has offices in Palm Beach and San Francisco, and provides trust services through Tiedemann Trust Company, a state-chartered trust company located in Delaware.

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