Will Evers
Portfolio Manager-Aktien bei Tiedemann Advisors LLC
Profil
Mr. William D.
Evers, Jr., is a Managing Director at Tiedemann Advisors LLC.
He direct responsibility for managing client relationships.
He works closely with clients to understand their goals and objectives; manage their investments, including impact investing; and integrate their investment strategy, philanthropy, and estate planning into a cohesive wealth management plan.
He joined Tiedemann when the Firm merged with Presidio Capital Advisors, where he was a Partner and Managing Director.
In that role, he developed and maintained portfolios for individuals, families and organizations.
In addition, he served on the firm’s Investment Committee.
Before Presidio, he was with Bernstein Global Wealth Management as a Principal in their private client business.
Prior to that he was at L.F.
Rothschild, Unterberg and Towbin and Alex Brown and Sons in the institutional taxable fixed income arena.
He earned a Bachelor of Arts in political science from the University of California, Berkeley.
Aktive Positionen von Will Evers
Unternehmen | Position | Beginn |
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Tiedemann Advisors LLC
Tiedemann Advisors LLC Investment ManagersFinance Tiedemann Advisors LLC is a SEC-registered wealth advisory firm headquartered in New York City. The firm was founded as Tiedemann Wealth Management LLC in 1999 and is a subsidiary of Alvarium Wealth Management Non-UK Ltd. in Great Britain. Tiedemann Advisors manages money for high-net-worth families and individuals as well as trusts, foundations, endowments, charitable organizations and other business or family related entities. | Portfolio Manager-Aktien | 01.10.2016 |
Ausbildung von Will Evers
University of California, Berkeley | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
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Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 1 |
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Tiedemann Advisors LLC
Tiedemann Advisors LLC Investment ManagersFinance Tiedemann Advisors LLC is a SEC-registered wealth advisory firm headquartered in New York City. The firm was founded as Tiedemann Wealth Management LLC in 1999 and is a subsidiary of Alvarium Wealth Management Non-UK Ltd. in Great Britain. Tiedemann Advisors manages money for high-net-worth families and individuals as well as trusts, foundations, endowments, charitable organizations and other business or family related entities. | Finance |