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.
Senior Vice President
Tricia 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. Tricia has extensive experience in working with high net worth families, and a particular interest in engaging all family members and multiple generations in the planning process.
Tricia brings a broad financial background to Tiedemann, having worked as a senior private banker, private mortgage lender for high-dollar complex loans, financial advisor, and Certified Public Accountant. She comes to Tiedemann after many years with Wells Fargo, where she ran the Aspen Private Mortgage office subsequent to establishing the Aspen Private Bank.
Tricia graduated from Georgetown University with a BSBA in Finance and a Master of Science in Taxation. Based in Tiedemann’s Aspen office, she is originally from the Washington, D.C., area and has lived in Aspen for over 25 years with her husband Rick Schultz.