Meet the Tiedemann team
Our commitment to clients is solidified in our structure as a partnership set up to hand down equity to future employees. Meet the Tiedemann team here.
Ben has direct responsibility for managing client relationships and addressing all wealth and investment-related matters. He serves as the point of contact for clients and manages their portfolios by following the investment strategies and allocations determined by the Investment Group and customizing portfolios to meet individual client goals and situations.
Ben joined Tiedemann when the Firm merged with Presidio Capital Advisors, where he was a member of the Wealth Advisory Team and a contributing member to Presidio’s investment research process. Ben also served as an associate with the Portfolio Management team at First Republic Investment, managing client relationships as well as portfolio rebalances.
Certificates and memberships:
- Chartered Financial Analyst®
- Associate Board Member, The League to Save Lake Tahoe
Ben earned a Bachelor of Arts in economics and urban and environmental policy from Occidental College. Born and raised in the San Francisco Bay Area, Ben currently resides in San Francisco, California with his wife and young daughter.