Tiedemann Wealth Management has opened an office in San Francisco to serve its growing West Coast client base.
Tiedemann said that the new office will be managed by a team of professionals reporting to Michael Yelverton, principal and managing director.
Go deeper with GlobalData
Yelverton, who has spent the past ten years in the firm’s New York office, will move to San Francisco now.
In his new role at San Francisco office, Yelverton will be responsible for overseeing client management on the West Coast while continuing his role as a senior member of the firm’s investment team.
Tiedemann president, Craig Smith, said: "Opening an office in San Francisco is part of our ongoing expansion across all key regions to better meet the needs of our clients.
"Yelverton’s extraordinary skills in wealth planning, asset allocation and portfolio management coupled with an unmatched commitment to client service make him an excellent advocate for our Firm on the West Coast."
How well do you really know your competitors?
Access the most comprehensive Company Profiles on the market, powered by GlobalData. Save hours of research. Gain competitive edge.
Thank you!
Your download email will arrive shortly
Not ready to buy yet? Download a free sample
We are confident about the unique quality of our Company Profiles. However, we want you to make the most beneficial decision for your business, so we offer a free sample that you can download by submitting the below form
By GlobalDataIn addition to San Francisco and New York, Tiedemann also has offices in Palm Beach, Florida and Wilmington, Delaware.
