People Moves

Tiedemann Wealth Management Launches In San Francisco

Eliane Chavagnon Editor - Family Wealth Report December 18, 2013

Tiedemann Wealth Management Launches In San Francisco

New York-headquartered Tiedemann Wealth Management has opened an office in San Francisco, CA, to serve its growing West Coast client base.

New York-headquartered Tiedemann Wealth Management has
opened an office in San Francisco,
CA, to serve its growing West
Coast client base.

The team at the new California branch will report to Michael Yelverton,
principal and managing director of Tiedemann Wealth Management.

Yelverton is returning to San Francisco
having spent the past ten years at the firm's New York office. He will oversee client
management on the West Coast while continuing his role as a senior member of
the firm's investment team.

Tiedemann Wealth Management advises on over $8 billion of
investable assets. As well as its San Francisco
and New York offices, it also has
offices in Palm Beach, FL,
and Wilmington, DE.

The firm provides trust services through Tiedemann Trust
Company, a state-chartered trust company located in Delaware.

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