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.
Jamie Steele
Vice President
[email protected]
Jamie works directly with clients helping them address all wealth- and investment-related matters. He is an integral part of the client team and serves as a point of contact for clients. Jamie manages client portfolios by following the investment strategies and allocations determined by the Investment Group and customizing them to meet individual client goals and situations.
Jamie joined Tiedemann in January 2018 when the firm merged with the Threshold Group, where he served as an associate director. Prior to joining Threshold, he served as an Associate at J.P. Morgan’s Private Bank, and as an Investment Analyst at Mill Creek Capital Advisors. At J.P. Morgan and Mill Creek Capital, Jamie focused on developing client relationships and providing tailored investment solutions to clients.
Jamie earned a bachelor’s degree in business administration with a focus in economics from Temple University’s Fox School of Business, and is a Level II candidate as a Chartered Financial Analyst®. Originally from Pennsylvania, he resides in Seattle, Washington, with his wife and son.