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.
Kimberly 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.
Prior to joining Tiedemann in 2003, Kimberly worked at UBS Warburg as an analyst in the investment banking division, aiding companies in the aerospace and defense, multi-industry, steel, machinery and security/life safety industries by providing merger and acquisition, capital structure and other strategic advice.
Certifications and memberships include:
- Chartered Financial Analyst®
- Alumnae Volunteer and Former Alumnae Board Member, The Chapin School
- Member, New York Alumni Admissions Advisory Committee, Duke University
Kimberly earned a Bachelor of Arts degree from Duke University in economics and history, graduating summa cum laude. Born and raised in New York City, Kimberly now resides in Pennsylvania with her husband and three sons.