Tiedemann Advisors Appoints Whitney Fogle Lewis as Chief Compliance Officer and Deputy General Counsel
Former Carlson Capital Deputy Chief Legal Officer will bring nearly a decade of legal experience to the wealth management firm
NEW YORK, May 11, 2021 – Tiedemann Advisors, one of the largest independent U.S. investment and wealth advisors for ultra-high-net-worth families, trusts, foundations and endowments, announced today that Whitney Fogle Lewis has joined the firm as Chief Compliance Officer and Deputy General Counsel. In this role, Lewis will oversee all aspects of the firm’s regulatory and compliance functions. She will report directly to the Chief Operating Officer and General Counsel, Kevin Moran.
“We’re thrilled to welcome Whitney and are confident that she will strengthen our ability to provide the highest regulatory standard to our clients”, said Kevin Moran. “Her extensive experience executing regulatory compliance efforts and proven leadership qualities will enable us to promote efficiency and accuracy across our organization.”
Lewis brings substantive, relevant legal experience to Tiedemann Advisors. During her seven-year tenure at Carlson Capital, she served as the Deputy Chief Legal Officer, providing strategic and legal guidance to business leaders and investment professionals as well as performing regulated compliance functions on behalf of the firm’s U.K. office. Prior to this, she practiced at Vinson & Elkins LLP and Skadden, Arps, Slate, Meagher and Flom LLP.
Lewis holds a Juris Doctor degree from Harvard Law School and received a Bachelor of Arts from Harvard College. As an active member of the community, she serves as a board member of the Young Women’s Preparatory Network and the NEW Roundtable. Lewis has also been recognized as a Corporate Counsel Awards finalist by D CEO Magazine and was included in Dallas Business Journal’s 40 under 40 class.
“Tiedemann’s reputation, integrity and principled approach to its business are what attracted me to the firm. I look forward to joining this values-driven, highly-skilled team and leveraging my work ethic and acumen for the benefit of our clients,” Lewis added.
About Tiedemann Advisors
Tiedemann Advisors is an independent investment and wealth advisor for high-net-worth individuals, families, trusts, foundations and endowments. Founded in 1999, Tiedemann has nine offices across the U.S. and provides trust services through Tiedemann Trust Company, a state-chartered trust company located in Wilmington, Delaware. Together, Tiedemann oversees approximately $25 billion in assets under advisement with over $3.5 billion in committed impact strategies1. For more information go to www.tiedemannadvisors.com.
1Assets under advisement and impact asset numbers are as of 1/1/2021