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.
Michael Yelverton
Managing Director
[email protected]
Michael is the Head of the Firm’s West Coast Advisor Team, oversees business operations for the San Francisco office and 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. He also serves on the Firm’s Executive Committee.
Prior to joining Tiedemann, Michael worked for The Hennessee Group, a New York-based hedge fund advisory Firm, where he was responsible for manager due diligence, client relationships, manager research and client portfolio construction. Michael also worked in the New York office of Commerzbank AG’s Alternative Investment Strategies Group, where he was responsible for conducting individual fund manager due diligence and research for the bank’s products.
Certifications and memberships include:
- Board Member, The Institute for the Arts and Humanities, The University of North Carolina at Chapel Hill.
- Certified Trust and Financial Advisor (earned in 2009)
Michael earned a Bachelor of Arts degree in English from The University of North Carolina at Chapel Hill. Raised in Darien, Connecticut, Michael lives in Mill Valley, California, with his wife and three children.