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.
President of Tiedemann Trust Company & Managing Director, Tiedemann Advisors
As Managing Director at Tiedemann Advisors, Steve 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. Steve leads business operations for the DC office. Additionally, as President of Tiedemann Trust Company, he oversees all facets of the trust company, including trust administration, tax services and compliance.
Steve joined Tiedemann when the Firm merged with Presidio Capital Advisors, where he served as Managing Director. At Presidio, Steve worked with ultra-affluent clients and their advisors to develop customized financial solutions. Before joining Presidio, Steve was the Executive Director at Convergent Wealth Advisors for 11 years.
Steve began his career in accounting and law, having worked as an estate planning attorney for several Firms in South Florida.
Certifications and memberships include:
- CERTIFIED FINANCIAL PLANNER™
- Board Member, A Wider Circle (charity in Washington, DC)
- Treasurer, Whitman Lacrosse, Inc.
- Former President, Carderock Springs Elementary School Educational Foundation
Steve earned Master of Law and Juris Doctor degrees from the University of Miami, and a Bachelor of Business Administration in accounting from Emory University. Born and raised in South Florida, Steve currently resides in Potomac, Maryland, with his wife and has two adult sons.