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.
Mark 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. Mark is also a member of the firm’s Internal Investment Committee.
Mark joined Tiedemann when the firm merged with the Threshold Group, where he served as Director of Manager Research, overseeing the research analysis team with responsibility for evaluating and selecting managers for clients. He also maintained analyst responsibilities, and advised multiple clients, ranging from multi-generational families to foundations, addressing their wealth management and financial planning matters.
Certifications and memberships include:
- Chartered Financial Analyst®
- Chartered Alternative Investment Analyst
Mark earned a Bachelor of Science degree in business administration from Bucknell University, and resides in Malvern, Pennsylvania, with his wife and three daughters.