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.
Brian 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.
Brian joined Tiedemann when the firm merged with Presidio Capital Advisors. At Presidio, he was a Managing Director and co-lead of the Washington, D.C., office and served on the Leadership Committee. Prior to Presidio, Brian was a Director at Convergent Wealth Advisors, working in both the Seattle and Washington, D.C., offices.
Certifications and memberships include:
- Certified Financial Planner™ professional
- Certified Investment Management Analyst®
- Certified Private Wealth Advisor®
- Volunteer with Junior Achievement, the CFP® Board and Metro Washington Financial Planning Days
Brian holds a Bachelor of Science from the Calloway School of Business and Accountancy at Wake Forest University. Brian resides in Maryland with his wife and three children.