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Will Evers
Gestore di Portafoglio-Azioni presso Tiedemann Advisors LLC
Profilo
Mr. William D.
Evers, Jr., is a Managing Director at Tiedemann Advisors LLC.
He 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.
He joined Tiedemann when the Firm merged with Presidio Capital Advisors, where he was a Partner and Managing Director.
In that role, he developed and maintained portfolios for individuals, families and organizations.
In addition, he served on the firm’s Investment Committee.
Before Presidio, he was with Bernstein Global Wealth Management as a Principal 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.
He earned a Bachelor of Arts in political science from the University of California, Berkeley.
Posizioni attive di Will Evers
Società | Posizione | Inizio |
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Tiedemann Advisors LLC
![]() Tiedemann Advisors LLC Investment ManagersFinance Tiedemann Advisors LLC is a SEC-registered wealth advisory firm headquartered in New York City. The firm was founded as Tiedemann Wealth Management LLC in 1999 and is a subsidiary of Alvarium Wealth Management Non-UK Ltd. in Great Britain. Tiedemann Advisors manages money for high-net-worth families and individuals as well as trusts, foundations, endowments, charitable organizations and other business or family related entities. | Gestore di Portafoglio-Azioni | 01/10/2016 |
Formazione di Will Evers
University of California, Berkeley | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 1 |
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Tiedemann Advisors LLC
![]() Tiedemann Advisors LLC Investment ManagersFinance Tiedemann Advisors LLC is a SEC-registered wealth advisory firm headquartered in New York City. The firm was founded as Tiedemann Wealth Management LLC in 1999 and is a subsidiary of Alvarium Wealth Management Non-UK Ltd. in Great Britain. Tiedemann Advisors manages money for high-net-worth families and individuals as well as trusts, foundations, endowments, charitable organizations and other business or family related entities. | Finance |
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