Meet the Tiedemann team
Our commitment to our clients is solidified in our structure as a partnership. From the start, the firm was set up to hand down equity to future generations of Tiedemann employees. Being independent and responsible to ourselves alone allows us to fully invest in our clients.
Adam has 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.
Prior to joining Tiedemann in 2007, Adam was a Vice President at Bessemer Trust in its client account management group. During his tenure, Adam developed comprehensive wealth management plans for ultra-high-net-worth clients, determining specific risk tolerances and investment objectives to design appropriate portfolio allocations.
Certifications and memberships include:
- Member of Board of Trustees, Somerset Hills Learning Institute
- Investment Committee Chair, Somerset Hills Learning Institute
- Certified Trust and Financial Advisor (earned in 2004)
Adam earned a Bachelor of Arts in economics from Johns Hopkins University and is an honors graduate from Cannon Trust School. Raised in Middletown, New Jersey, Adam resides there with his wife and two daughters.