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.
Kate 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.
Kate joined Tiedemann when the Firm merged with the Threshold Group, where she served as a Wealth Advisor. At Threshold, Kate also acted as Director of Community Square, a shared-learning program for clients. Prior to Threshold, she was a Senior Client Analyst at Laird Norton Wealth Management, a family-owned registered investment advisor in Seattle.
Certifications and memberships include:
- CERTIFIED FINANCIAL PLANNER™
- Board member, Zeno | Math Powered 2015-2018
- 2018 Cohort - SVP Northwest Conservation Philanthropy Fellowship
Kate earned a Bachelor of Science degree in Education from Bucknell University. Born and raised in Connecticut, she moved to Seattle in 2000 and then to Portland in 2019 to help open Tiedemann’s Portland office. Kate lives with her husband and two children.