Tiedemann Advisors opens new office in Aspen, CO

NEWS RELEASE

Tiedemann Advisors Opens New Office in Aspen, CO; Expanding Firm’s Footprint in Key Market

Coley P. Cassidy joins Tiedemann Advisors to lead new office

NEW YORK – May 29, 2018 – Tiedemann Advisors, a privately owned investment and wealth advisor, announced today the opening of a new office in Aspen, CO, the firm’s first office in the state. Additionally, Coley P. Cassidy, CFA, joins Tiedemann Advisors from Wells Fargo as Director to head the Aspen office.

The opening of the Aspen office expands Tiedemann Advisors to eight offices nationwide, and it is the firm’s third location in the western United States after San Francisco and Seattle. The Aspen office will serve clients in wealth planning, investment management, impact investing, and trust and estate services.

Cassidy, an Aspen native, joins Tiedemann Advisors from Wells Fargo where he spent ten years building the Wells Fargo Aspen Private Wealth Management office. Previously, he held various institutional investment sales and sales management roles at Deutsche Bank, Credit Suisse First Boston and Brown Brothers Harriman & Co. Cassidy is a CFA Charterholder and a graduate of Connecticut College. He currently serves on the board of the Aspen Valley Hospital Foundation and is a former board member of Aspen Junior Hockey, where he continues to coach the girls’ hockey teams.

“Coley brings valuable experience in private wealth management that will greatly benefit our clients and firm,” said Michael Tiedemann, Chief Executive Officer and Chief Investment Officer. “The opening of the Aspen office is a proud moment for us and a testament to the needs of personalized investment and wealth management solutions in the Aspen market.”

“I’m extremely excited to be joining Tiedemann Advisors as the Director of the new Aspen office” said Cassidy. “Tiedemann Advisors’ proven track record of providing clients with customized and integrated wealth management solutions attracted me to the firm, and I’m happy to bring the Tiedemann team’s best-in-class insights and capabilities to my hometown.”

Tiedemann Advisors’ Aspen office officially opened today and can be contacted at 520 E. Hyman Ave., Suite 2A, Aspen, CO 81611 and at (970) 315-4223.


About Tiedemann Advisors

Tiedemann Advisors is an owner-managed independent investment and wealth advisor for high-net-worth individuals, families, trusts, foundations and endowments. Founded in 1999, Tiedemann has eight offices across the U.S. and provides trust services through Tiedemann Trust Company, a state-chartered trust company located in Wilmington, Delaware.

Get the latest news and insights from Tiedemann Advisors