Brian Andrew Pierson
Portefeuillebeheerder-Aandelen bij Tiedemann Advisors LLC
Profiel
Mr. Brian A.
Pierson is a Managing Director at Tiedemann Advisors LLC.
He has 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.
At Presidio, he was a Managing Director and co-lead of the Washington, D.C., office and served on the Leadership Committee.
Prior to Presidio, he was a Director at Convergent Wealth Advisors, working in both the Seattle and Washington, D.C., offices.
He holds a Bachelor of Science from the Calloway School of Business and Accountancy at Wake Forest University.
He is a Certified Financial Planner, Certified Investment Management Analyst and Certified Private Wealth Advisor.
Actieve functies van Brian Andrew Pierson
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Portefeuillebeheerder-Aandelen | 01-10-2016 |
Eerdere bekende functies van Brian Andrew Pierson
| Bedrijven | Functie | Einde |
|---|---|---|
Convergent Wealth Advisors LLC
 Convergent Wealth Advisors LLC Investment ManagersFinance Founded in 1994 by David Lockshin, Convergent Wealth Advisors LLC is a registered investment advisor and hedge fund manager located in Potomac, Maryland. The firm is a majority owned subsidiary of Convergent Capital Management LLC. Convergent Wealth Advisors provides portfolio management services to individuals, high net-worth individuals, trusts, family entities, pension and profit-sharing plans, corporations, charitable institutions, foundations, universities, endowments, municipalities, and other US institutions. The firm provides advisory services to affiliated and unaffiliated private investment funds. They also provide investment advice to affiliated and non-affiliated investment advisors. | Portefeuillebeheerder-Aandelen | 01-12-2014 |
Opleiding van Brian Andrew Pierson
| Wake Forest University | Undergraduate Degree |
Ervaring
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| Bedrijven in privébezit | 2 |
|---|---|
Convergent Wealth Advisors LLC
Convergent Wealth Advisors LLC Investment ManagersFinance Founded in 1994 by David Lockshin, Convergent Wealth Advisors LLC is a registered investment advisor and hedge fund manager located in Potomac, Maryland. The firm is a majority owned subsidiary of Convergent Capital Management LLC. Convergent Wealth Advisors provides portfolio management services to individuals, high net-worth individuals, trusts, family entities, pension and profit-sharing plans, corporations, charitable institutions, foundations, universities, endowments, municipalities, and other US institutions. The firm provides advisory services to affiliated and unaffiliated private investment funds. They also provide investment advice to affiliated and non-affiliated investment advisors. | Finance |
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 |
