Will 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.

Will joined Tiedemann when we merged with Presidio Capital Advisors, where he was a Partner and Managing Director since 2009. In that role, Will developed and maintained portfolios for individuals, families and organizations. In addition, he served on the firm’s Investment Committee. Before Presidio, Will was a Principal at Bernstein Global Wealth Management in their private client business. Prior to that he was at L.F. Rothschild, Unterberg and Towbin and Alex Brown and Sons in the institutional taxable fixed income arena.

Certifications and memberships include:

• Vice President of the Board, The League to Save Lake Tahoe
  
• Co-chair, Presidents’ Council, The Gladstone Institutes (stem cell research)

Will earned a Bachelor of Arts in political science from the University of California, Berkeley. He is a fifth-generation San Franciscan, where he lives with his wife, Melinda Ellis, and their three daughters.