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.
Brad has direct responsibility for managing client relationships. Brad co-leads the firm’s impact investing strategy in the United States. He designed and directly oversees the firm’s environmental sustainability impact theme focused on low-carbon investing, sustainable real assets, and clean-technologies. Brad works closely with clients to understand their goals and objectives, manage their investments, and integrate their investment strategy, values, philanthropy, and estate planning into a cohesive wealth management plan. He has significant experience working with foundations, endowments, and non-profit organizations.
Brad is a frequent speaker on impact
investing and is involved with the Global Impact Investing Network, Social
Venture Partners, Confluence Philanthropy, Mission Investor’s Exchange, and a
number of other organizations raising the efficacy of impact investing. Brad
joined Tiedemann when the firm acquired Threshold Group, where he served as
Director of Wealth Advisory.
He earned a Bachelor of Science in Applied Economics and
Management from Cornell University and a Master of Environmental Management
from Yale University. Originally from Massachusetts, Brad resides in Portland,
Oregon, with his family.