Tiedemann’s ninth regional office is expected to expand upon the
firm’s large client base in the Pacific-Northwest
PORTLAND, Ore.–(BUSINESS WIRE)–Tiedemann Advisors, one of the largest independent investment and wealth
advisors for high-net-worth individuals, families, trusts, foundations,
and endowments, announced today it is opening an office in Portland,
Oregon, unifying the west coast region between Tiedemann’s offices in
San Francisco and Seattle.
The Portland office, Tiedemann’s ninth, will provide direct access to a
significant client base in the region as well as offer its expertise to
a growing market. Tiedemann has experienced steady and sustainable
growth in Oregon and hopes to build upon its success by providing its
core services of wealth planning, investment management, impact
investing, trust and estate services, and foundation and endowment
advisory to the local market. The office will be located at 1120 NW
Couch Street in the Brewery Blocks of Portland’s Pearl District.
“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 advisors across specialties,
to this market,” said Michael Tiedemann, CEO. “Relationships are the
cornerstone of our business, and we will continue to look for
opportunities to provide customized and objective investment management
and wealth planning services to current and prospective clients.”
The office will open with two of Tiedemann’s senior advisors, Brad
Harrison and Kate Donnelly. Harrison, Managing Director, co-leads
Tiedemann’s impact investing strategies and works closely with
tax-exempt organizations, including foundations and nonprofit
endowments. Donnelly CFP®, Director, specializes in investment advisory
work dealing with taxable, ultra-high-net worth clients seeking to align
their investment portfolios with their values.
Tiedemann expects its comprehensive wealth management and trust planning
services to fit seamlessly with the needs of large families throughout
Portland and the Pacific Northwest. Additionally, Tiedemann’s deep
impact investing expertise will complement the region’s growing interest
in aligning their portfolios with their values to achieve both a
financial and social benefit.
“We’re excited to expand our footprint in Portland as we have a unique
opportunity to provide our full suite of wealth management services and
impact expertise to local families,” said Harrison. “Through our west
coast presence, we’ve been fortunate to develop a strong foundation in
the greater Portland region, and we look forward to building many more
partnerships for years to come.”
About Tiedemann Advisors
Tiedemann Advisors is an independent investment and wealth advisor for
high-net-worth individuals, families, trusts, foundations and
endowments. Founded in 1999, Tiedemann has nine offices across the U.S.
and provides trust services through Tiedemann Trust Company, a
state-chartered trust company located in Wilmington, Delaware. Together,
Tiedemann oversees approximately $19 billion in assets with over $2
billion in impact investments1.
*Independent refers to investment advisors that are not affiliated
with a broker dealer or bank.
1Assets
under advisement and impact asset numbers are as of 1/2019.
Tiedemann Advisors is an investment advisor. Investors should consult
with their financial, tax and legal advisors before investing in any
investments or trust arrangements. The information is not intended to
be, nor should it be construed or used as, investment, tax, accounting,
legal or financial advice and is not a recommendation, or an offer to
sell, or a solicitation of any offer to buy, an interest in any
security, including an interest in any investment vehicle managed or
advised by Tiedemann or its affiliates. For more information go to www.tiedemannadvisors.com
Contacts
Ryan Windels
Prosek Partners
[email protected]
646.818.9025
