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.
Jeffrey Zlot
Managing Director
[email protected]
Jeff 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.
Jeff joined Tiedemann when the Firm merged with Presidio Capital Advisors, a company he co-founded in 1997. At Presidio, he worked with wealthy families and their charitable entities developing and implementing investment strategies, including asset allocation, portfolio construction, and investment due diligence and manager selection.
Prior to Presidio, Jeff worked in the Investment Management Consulting Group at Montgomery Securities as a financial advisor, and for Peter Hart Research Associates in Washington, D.C., as a research analyst.
Certifications and memberships include:
- CERTIFIED FINANCIAL PLANNER™
- Board Member and Vice President, Camp Tawonga
- Board Member, San Francisco Jewish Community Endowment Committee
Jeff earned a Bachelor of Arts degree in government from Colby College in Waterville, Maine. Born and raised in Marin County, California, Jeff currently resides in Kentfield, California with his wife and three boys.