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.
Samantha Dean
Senior Vice President
[email protected]
Sam has direct responsibility for managing client relationships and addressing all wealth and investment-related matters. She serves as the point of contact for clients and works closely with clients to understand their goals and objectives, manages their investment portfolios, including impact investing, and customizes portfolios to meet individual client goals and situations. Sam also oversees the mentorship and training program of the East Coast based wealth management analysts.
She joined Tiedemann when the firm merged with Presidio Capital Advisors, where Sam was responsible for expanding the East Coast based advisory offering. From the Presidio office in Washington D.C., she advised clients on portfolio construction and asset allocation to create customized financial solutions. Prior to Presidio, she spent seven years at Convergent Wealth Advisors focusing on ultra-affluent families.
Certifications and memberships include:
- CERTIFIED FINANCIAL PLANNER™
- Leadership Council Member, Sitar Arts Center
- Master Gardener of Washington D.C.
Sam earned a Bachelor of Arts degree from Smith College and resides in Washington D.C. with her husband, Rob, and two dogs, Monty and Lilibet (Lily).