Tiedemann Wealth Management Expands Team, Appoints Jennifer Mitchell as Managing Director
(firmenpresse) - NEW YORK, NY -- (Marketwire) -- 05/08/12 -- Tiedemann Wealth Management is pleased to announce an expansion of its client services and business development team with the appointment of Jennifer Mitchell, as a Managing Director.
Based in New York, Ms. Mitchell will report directly to Craig Smith, President of Tiedemann Wealth Management.
"We are thrilled that Jennifer is joining Tiedemann. Jennifer's extensive experience in the private wealth management industry, together with her broad investment and wealth planning capabilities, will further strengthen our exceptional client and business development teams," said Mr. Smith. "Attracting a professional of Jennifer's caliber is testament to the quality of our offering and the bright future of our firm."
"I am excited to have the opportunity to leverage my skills and experience at Tiedemann Wealth Management," said Ms. Mitchell. "Tiedemann offers their clients a comprehensive suite of solutions that can help them meet their investing and wealth creation objectives in an unbiased and transparent manner. As a boutique firm with a sophisticated investment approach, independent fiduciary trust company, critical mass in terms of assets under management, and interests that are aligned with their clients, Tiedemann is uniquely positioned in the wealth management sector."
With over 20 years experience in wealth management and financial services, Ms. Mitchell was most recently Managing Director at Barclays Wealth where she focused on investment and wealth management services for ultra high net worth clients and built a client base around self-made first generation entrepreneurs and retired executives. Previously, as Managing Director at J.P. Morgan Private Bank, she worked with a client base that included Forbes 400 families, CEOs and entrepreneurs. Ms. Mitchell advised clients on investment strategies, wealth management, securities and credit allocations and transactions. During her career, she has also held positions at Sanford C. Bernstein & Company.
Tiedemann Wealth Management, LLC, a Registered Investment Adviser, provides a full range of wealth management services to families, trusts, foundations and endowments. The firm currently works with approximately 100 families and advises them on over $6.5 billion of investable assets. Tiedemann Wealth Management is focused on providing customized, comprehensive and objective solutions to investment, financial and trust and estate matters.
Founded in 1999, the firm is headquartered in New York with offices in Palm Beach and Los Angeles. The firm provides trust services through Tiedemann Trust Company which is a state-chartered trust company located in Delaware.
Tiedemann Wealth Management is the 2012 PAM Award winner for Best Private Wealth Manager over $5 billion.
For more information on Tiedemann Wealth Management or Tiedemann Trust Company, please call Andrew Douglass at 212-396-5918 or visit its website at
For Media, please call Lisa Jane O'Neil at 212-786-7629 or 917-361-8303 or email
Company Contact:
Andrew Douglass
212-396-5918
Media Contact:
Lisa Jane O'Neil
212-786-7629 or 917-361-8303
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Datum: 08.05.2012 - 13:30 Uhr
Sprache: Deutsch
News-ID 143911
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NEW YORK, NY
Kategorie:
Commercial & Investment Banking
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