In this role, Mr. Shelly will be based in Tiedemann Wealth Management’s Palm Beach office and responsible for developing and maintaining client relationships.
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Mr. Shelly joins Tiedemann from Lazard, where he served as a Managing Director and Chief Executive Officer of Lazard Wealth Management, overseeing the Firm’s private wealth management effort in the U.S. Prior to joining Lazard in 2009, he was a Senior Managing Director at Bessemer Trust where he oversaw all client acquisition and account management for their Mid-Atlantic, South and Southeast regions and their Delaware Trust Company.
Before joining Bessemer, Mr. Shelly was the Founder and Director of Private Client Services at Legg Mason from 1992 to 1998. He began his career in Goldman Sachs’ Private Wealth Management business in 1984.
"Thad is a very talented, well-respected leader who will provide our clients with trusted, objective wealth management solutions," said James Bertles, a Principal of the Firm. "His 29 years of private wealth management experience and expertise offer a unique perspective that will further enhance our industry-leading client services and national presence."
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