Tiedemann Wealth Management

Description

Address: 520 Madison Avenue, 26th Floor, New York, NY 10022 Hours: Closed ⋅ Opens 8:30AM Mon Friday8:30AM–5:30PMSaturdayClosedSundayClosedMonday8:30AM–5:30PMTuesday8:30AM–5:30PMWednesday8:30AM–5:30PMThursday8:30AM–5:30PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (212) 396-5900Category: : Place name: : : : Website: : : Website: http://www.tiedemannadvisors.com/ Category: Investment service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Tiedemann Advisors Posting publicly on the Web Write a review Reviews Be the first to review

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Tiedemann Wealth Management Employees

Employee
Years
Job
Industry
Thaddeus R. Shelly, III Thaddeus R. Shelly, III Palm Beach, Florida Details
Thaddeus R. Shelly, III's Tiedemann Wealth Management Experience April 2013 - Present
Job Managing Director, Senior Advisor at Tiedemann Wealth Management
Industry Investment Management
Experience
Tiedemann Wealth Management   April 2013 - Present
Lazard Wealth Management LLC   June 2009 - March 2013
Bessemer Trust Company  February 1998 - March 2009
Legg Mason  July 1992 - February 1998
Goldman Sachs & Co.   June 1984 - July 1992

Skills
Investments, Management, Private Equity, Equities, Alternative Investments, Asset Management, Hedge Funds, Investment Banking, Fixed Income, Valuation, Portfolio Management, Investment Advisory, Capital Markets, Investment Management, Mergers & Acquisitions, Emerging Markets, CRM, Wealth Management, Due Diligence

Education
The College of William and Mary   1982 — 1984
Master of Business Administration (MBA), Finance and Financial Management Services

Hampden-Sydney College   1971 — 1975
Bachelor of Arts (BA), Economics

Marisa Facciolo Marisa Facciolo United States Details
Marisa Facciolo's Tiedemann Wealth Management Experience February 2004 - June 2007
Job Helping Business Owners & MultiGenerational Families Retain Wealth During Times of Transition, MidAtlantic Region
Industry Financial Services
Experience
BNY Mellon  May 2013 - Present
Northern Trust  November 2010 - April 2013
Wilmington Trust  June 2007 - November 2010
Tiedemann Wealth Management   February 2004 - June 2007
J.P. Morgan   June 1997 - August 2000

Skills
Wealth Management, Wealth Management..., High Net Worth..., Trust Services, Asset Allocation, Estate Planning, Investment Advisory, Investment Strategies, Strategic Financial..., Investments, Trusts, Asset Protection, Private Equity, Wealth, Family Office, Private Banking, Investment Management, Financial Planning, Asset Management

Education
Widener University School of Law   2000 — 2003
Juris Doctorate

Dickinson College   1993 — 1997
Bachelor of Arts (B.A.), International Studies and Italian Studies

Archmere Academy   1989 — 1993
High School, College/University Preparatory

Brooke Connell Brooke Connell Greater New York City Area Details
Brooke Connell's Tiedemann Wealth Management Experience January 2002 - Present
Job Principal & Managing Director at Tiedemann Wealth Management
Industry Investment Management
Experience
Tiedemann Wealth Management   January 2002 - Present
Kinetics Asset Management   1999 - 2002
Chase Manhattan Bank  1994 - 1999

Skills
Alternative Investments, Management, Private Equity, Portfolio Management, Asset Management, Hedge Funds, Asset Allocation, Equities

Education
Hobart and William Smith Colleges   1989 — 1993
BA

St. George's School   1986 — 1991

Allen-Stevenson School   1978 — 1986

Krista Rushneck Krista Rushneck Greater New York City Area Details
Krista Rushneck's Tiedemann Wealth Management Experience April 2011 - July 2014
Job Financial Controller at New Leaf Literary & Media Inc.
Industry Financial Services
Experience
New Leaf Literary & Media   August 2015 - Present
Flynn Family Office (FFO)   August 2014 - February 2015
Tiedemann Wealth Management   April 2011 - July 2014
The Focus Room  August 2010 - May 2011

Skills
Accounts Payable, Accounts Receivable, Budgets, Accounting, Time Management, Invoicing, Journal Entries, Management, Teamwork, Microsoft Excel, Outlook, Microsoft Word, Salesforce.com, Access, Payroll, Account Reconciliation, General Ledger, Finance, Internal Controls, Bookkeeping, Analysis

Education
Marist College   2000 — 2004
Bachelor of Science (BS), Criminal Justice and Corrections

Andrew Douglass Andrew Douglass Greater New York City Area Details
Andrew Douglass's Tiedemann Wealth Management Experience February 2009 - Present
Job Principal & Managing Director at Tiedemann Wealth Management
Industry Financial Services
Experience
Tiedemann Wealth Management   February 2009 - Present

Education
Dartmouth College   1988 — 1991

Westminster School   1983 — 1987

Rebecca Orchant Rebecca Orchant Provincetown, Massachusetts Details
Rebecca Orchant's Tiedemann Wealth Management Experience January 2009 - March 2010
Job CoOwner & Chef, POP+DUTCH
Industry Food & Beverages
Experience
The Huffington Post  May 2012 - 2014
CNN  March 2010 - May 2012
Tiedemann Wealth Management   January 2009 - March 2010
PR Newswire  July 2007 - March 2008
Red Bull  February 2005 - February 2007

Skills
Copywriting, Copy Editing, Writing, Press Releases, Editing, Customer Relations, Proofreading

Education
The University of New Mexico   2003 — 2007
BFA, Dramatic Writing

Drew University   2002 — 2003
Theatre, History

Maura Fleming Maura Fleming New York, New York Details
Maura Fleming's Tiedemann Wealth Management Experience May 2007 - Present
Job VP at Tiedemann Wealth Management
Industry Investment Management
Experience
Tiedemann Wealth Management   May 2007 - Present
J.P. Morgan   May 1990 - September 1998
Richards & O'Neill   May 1988 - May 1990
J.P. Morgan   September 1986 - May 1988

Education
Fordham University School of Law   1983 — 1986
JD, Law

Genevieve Lazarus Genevieve Lazarus Greater New York City Area Details
Genevieve Lazarus's Tiedemann Wealth Management Experience April 2009 - November 2009
Job .
Industry Environmental Services
Experience
Ogmento  August 2010 - March 2013
Tiedemann Investment Group  2009 - 2010
Tiedemann Wealth Management   April 2009 - November 2009
Soros Fund Management  February 2009 - April 2009
Moore Capital Management  September 2008 - February 2009
XL Capital Investment   June 2008 - September 2008

Skills
Asset Managment, Start-ups, Video Games, Game Development, User Experience, Mobile Applications, Game Design, Mobile Games, Asset Management, Strategic Partnerships, Mobile Devices, Management, 3D, Social Games, Entrepreneurship, Managerial Finance, Computer Graphics, Digital Media, Online Gaming, Gaming

Education
Mercy College   2005 — 2007
BA, Psychology, Anthropology, Political Science

Dowling College   2003 — 2005
BA, Political Science, Philosophy

Marshall Donner Marshall Donner Scarsdale, New York Details
Marshall Donner's Tiedemann Wealth Management Experience July 2013 - August 2013
Job Private Banking Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   July 2015 - Present
Colby College  August 2014 - May 2015
J.P. Morgan   June 2014 - August 2014
Azimo - Send Money for Less!   March 2014 - April 2014
Colby College  August 2012 - January 2014
Colby College  August 2012 - January 2014
Tiedemann Wealth Management   July 2013 - August 2013
Nottingham Spirk  June 2013 - July 2013
iWay Software  June 2012 - August 2012
Camp Ramaquois  June 2010 - August 2011

Skills
Market Research, Team Leadership, Public Speaking, Microsoft Office, PowerPoint, Microsoft Excel, Leadership, Community Outreach, Editing

Education
Colby College   2011 — 2015
Bachelor of Arts (B.A.) in Economics (Financial Markets)

Boston University   2014 — 2014

Edgemont High School   2007 — 2011

Glenn Rocca Glenn Rocca Greater New York City Area Details
Glenn Rocca's Tiedemann Wealth Management Experience September 2012 - July 2014
Job Associate at Angelo, Gordon & Co.
Industry Financial Services
Experience
Angelo, Gordon & Co.   July 2014 - Present
Tiedemann Wealth Management   September 2012 - July 2014
DHM Mortgage Servicing   October 2010 - September 2012
Morgan Stanley Smith Barney  June 2009 - August 2009
Merrill Lynch  June 2008 - August 2008
J. Fletcher Creamer & Son   May 2007 - August 2007

Skills
Analysis, Statistics, Project Planning, Microsoft Excel, Investments

Education
The Johns Hopkins University   2006 — 2009
Economics, Entrepreneurship and Management

Marc DePaul Marc DePaul West Palm Beach, Florida Area Details
Marc DePaul's Tiedemann Wealth Management Experience 2006 - 2010
Job Family Office Services Leader at Alvarez & Marsal Taxand, LLC
Industry Financial Services
Experience
Alvarez & Marsal  November 2012 - Present
Greenpoint Advisors   January 2011 - November 2012
Tiedemann Wealth Management   2006 - 2010
JPMorgan Chase & Co.   2002 - 2005
MBNA America Bank N.A.   1993 - 2002

Skills
Management, Wealth Management, Banking, Investments, Estate Planning, Financial Advisory, High Net Worth..., Wealth Management..., Finance, Entrepreneurship, CRM, Strategic Financial..., Due Diligence, Portfolio Management, Venture Capital, Analysis, Private Equity, Asset Management, Mergers & Acquisitions, Leadership, Managerial Finance, Budgets, Financial Analysis, Accounting, Valuation, Corporate Finance, Financial Services, Financial Modeling, Risk Management, Hedge Funds, Executive Management, Program Management, Restructuring, Financial Planning

Education
Nova Southeastern University
Master's

Goldey-Beacom College
Bachelor of Science

St. Mark's High School
College Prep

Ashby McElveen Ashby McElveen San Francisco, California Details
Ashby McElveen's Tiedemann Wealth Management Experience March 2014 - July 2014
Job Private Equity and Investment Management Specialist
Industry Investment Management
Experience
Tiedemann Wealth Management   March 2014 - July 2014
Berkeley Endowment Management Company  May 2013 - August 2013
KG Consulting  May 2012 - December 2012
Broadreach Capital Partners  March 2012 - July 2012
Makena Capital  April 2011 - July 2011
DivcoWest  September 2006 - April 2009
Stanford Management Company  July 2004 - June 2006
Morgan Stanley  June 2001 - June 2004

Education
University of California, Berkeley - Walter A. Haas School of Business   2012 — 2014
Master of Business Administration (MBA)

University of North Carolina at Chapel Hill   1997 — 2001
BA

University of St. Andrews   2000 — 2000
JYA

The Lawrenceville School   1994 — 1997
HS Diploma

Adam Gentile Adam Gentile Greater New York City Area Details
Adam Gentile's Tiedemann Wealth Management Experience October 2007 - Present
Job Principal, Senior Vice President at Tiedemann Wealth Management
Industry Banking
Experience
Tiedemann Wealth Management   October 2007 - Present
Bessemer Trust  May 2001 - October 2007

Skills
Alternative Investments, Asset Management, Hedge Funds, Fixed Income, Portfolio Management, Equities, Private Equity, Wealth Management, Asset Allocation, Investment Management, Series 7, Private Banking, Wealth Management..., Investment Advisory

Education
The Johns Hopkins University   1996 — 2000
Bachelor of Arts (BA), Economics

Spencer Edge Spencer Edge New York, New York Details
Spencer Edge's Tiedemann Wealth Management Experience January 2007 - Present
Job CFA, CAIA Principal, Senior Vice President at Tiedemann Wealth Management LLC
Industry Investment Management
Experience
Tiedemann Wealth Management   January 2007 - Present
Ernst & Young  July 2004 - December 2006

Skills
Investments, Valuation, Portfolio Management, Private Equity, Due Diligence

Education
University of North Carolina at Chapel Hill   2003 — 2004
2004, Accounting

University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2003 — 2004
M.A., Accounting

Dartmouth College   1998 — 2002
B.A., History

Charlotte Latin School

Christopher Carbine Christopher Carbine Greater New York City Area Details
Christopher Carbine's Tiedemann Wealth Management Experience May 2011 - March 2013
Job Senior Help Desk Analyst at London Stock Exchange Group
Industry Financial Services
Experience
London Stock Exchange Group  September 2014 - Present
Tiedemann Wealth Management   May 2011 - March 2013
Fusion Business Group   May 2010 - December 2010
Chelsea Technologies  November 2008 - September 2009
Eze Castle Integration  May 2004 - November 2008

Skills
Data Center, Citrix, Cloud Computing, VMware ESX, Storage, Strategic Planning, Storage Area Networks, Product Management, Vendor Management, Project Management, Cisco Technologies, Solaris, Networking, Infrastructure, System Deployment, Disaster Recovery, Technical Support, Windows 7, Software Installation, Help Desk Support

Education
University of Maryland College Park   1995 — 1998
Bachelor of Arts (BA), Government and Politics

Jim Bertles Jim Bertles Palm Beach, Florida Details
Jim Bertles's Tiedemann Wealth Management Experience July 2008 - Present
Job Principal & Managing Director at Tiedemann Wealth Management
Industry Financial Services
Experience
Tiedemann Wealth Management   July 2008 - Present
Brown Brothers Harriman Trust Company   June 2004 - May 2008
Brown Brothers Harriman  December 1999 - June 2004
Gunster Yoakley & Stewart, PA   December 1994 - December 1999
Cadwalader, Wickersham & Taft LLP   May 1989 - December 1994

Skills
Alternative Investments, Hedge Funds, Investment Management, Asset Allocation, Investment Advisory, Wealth Management, Securities, Private Equity, Wealth Management..., Asset Managment, Equities, Mutual Funds, Fixed Income, Investments, Portfolio Management, High Net Worth..., Capital Markets, Estate Planning, Investment Strategies, Due Diligence, Asset Management, Retirement Planning, Investment Banking, Financial Advisory

Education
Fordham Law School   1978 — 1981
Doctor of Law (J.D.)

Amherst College   1973 — 1977
A.B., Economics and Political Science

The Choate School   1969 — 1973

Dwight Weld Dwight Weld San Francisco Bay Area Details
Dwight Weld's Tiedemann Wealth Management Experience January 2014 - Present
Job Vice President at Tiedemann Wealth Management
Industry Financial Services
Experience
Tiedemann Wealth Management   January 2014 - Present
Tiedemann Investment/Wealth Management   June 2010 - Present
Chatham Advisors/Verity Investments   June 2009 - June 2010
Sports Endeavors Incorporated   September 2007 - June 2010

Skills
Management, Data Analysis, Marketing Strategy

Education
University of North Carolina at Chapel Hill   2007 — 2010
BA, Management & Society

Ithaca College   2005 — 2007
Business Administration; Finance and Management

University of North Carolina at Chapel Hill
Bachelor of Arts, Management; Society