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.
Bruce 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. He is also a member of the firm’s Executive Committee.
Bruce joined Tiedemann when the firm merged with Presidio Capital Advisors, where he was a Managing Director developing, implementing and maintaining investment portfolios for high-net-worth families and individuals. He was the lead advisor in the San Francisco office and a member of both the Leadership and Investment Committees. Prior to Presidio, Bruce was a Managing Director at Montgomery Securities and Banc of America Securities. He is a frequent speaker at industry conferences and has been published in the Wall Street Journal.
Bruce earned a Master of Business Administration from the Stanford Graduate School of Business and a Bachelor of Science from Stanford University. Born and raised in California, he currently resides in Marin County with his wife and three children.