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June 6, 2019

Tiedemann Advisors launches Portland office

Tiedemann Advisors has expanded its footprint in the US by setting up an office in Portland, Oregon.

Located in the Brewery Blocks of Portland’s Pearl District, the new facility is the ninth location of the firm.

Currently, it will be staffed by the firm’s senior advisers Brad Harrison and Kate Donnelly.

Harrison spearheads impact investing strategies at the firm, while Donnelly focuses on managing investment advisory work for UHNW customers.

The Portland office will offer a range of services including wealth planning, investment management, impact investing, trust and estate services, as well as foundation and endowment advisory.

Tiedemann Advisors CEO Michael Tiedemann said: “Opening an office in Oregon will enable us to more directly serve our established relationships in the region, as well as introduce Tiedemann, and our dedicated and collaborative team of advisers across specialties, to this market.

“Relationships are the cornerstone of our business, and we will continue to look for opportunities to provide customised and objective investment management and wealth planning services to current and prospective clients.”

Tiedemann Advisors, launched in 1999, tends to HNWIs, trusts, foundations and endowments.

Apart from Oregon, the firm has presence in California, Colorado, Texas, Delaware, Washington, Florida, New York and Washington, D.C.

At the end of January 2019, the firm managed around $19bn in assets.

 

 

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