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.
Jennifer has direct responsibility for managing client relationships. She 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. Jennifer co-leads the firm’s impact investing strategy in the U.S. and directly oversees the firm’s socio-economic development impact theme. She is also a member of Tiedemann’s Diversity, Equity and Inclusion Committee.
Prior to Tiedemann, Jennifer was a wealth manager at Wetherby Asset Management where she offered investment and planning solutions to high-net-worth individuals, families and their foundations. Jennifer was a Director and General Partner at Venture Investment Associates, a fund of private equity funds, and Marketing Director at Samson Capital (now Fiera). Jennifer developed her wealth management expertise at Wilmington Trust in New York as a Managing Director and Senior Client Advisor, leading a team as the deputy head of the New York office.
Certifications and memberships include:
- Member of the Investment Committee, URI (United Religions Initiative)
Jennifer is an Impact Alumni of Full Circle Fund and earned a Bachelor of Arts from Connecticut College. Originally from Philadelphia and New York, she currently resides in the Bay Area with her husband, Ethan, and their three children.