People Moves
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.
