Tiedemann Extends West Coast Reach

Tom Burroughes

5 June 2019

US wealth management group Tiedemann Advisors has expanded its west coast coverage with a new office in Portland, Oregon, adding to its offices in San Francisco and Seattle, which means that the firm now has nine in total.

The office will be located at 1120 NW Couch Street in the Brewery Blocks of Portland’s Pearl District. It will open with two of Tiedemann’s senior advisors, Brad Harrison and Kate Donnelly. Harrison, managing director, will co-lead the firm’s impact investing strategies and work closely with tax-exempt organizations, including foundations and non-profit endowments. Donnelly, director, specializes in investment advisory work dealing with taxable, ultra-high net worth clients seeking to align their investment portfolios with their values.

Tiedemann has expanded on a number of fronts. When it bought Threshold Group in October 2017, it added impact investing expertise to its business – an area that is attracting increasing attention from clients.

Founded in 1999, Threshold provides trust services through Tiedemann Trust Company, a state-chartered trust company located in Wilmington, Delaware. Together, Tiedemann oversees about $19 billion in assets with over $2 billion in impact investments .