Tiedemann Wealth Management Continues West Coast Expansion

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.