Spencer Edge

Mr. Spencer Edge, CFA, is a Principal at Tiedemann Wealth Management LLC.
He is also Senior Vice President and a Member of the Investment Management Team, with responsibility for investment research and strategy.
Based in our San Francisco office, he leads our research and manager due diligence team on the West Coast, performing initial and ongoing due diligence on prospective and existing investments across all asset classes.
He also performs financial and economic analysis in support of the Firm’s Strategy Team and Portfolio Management Team, with a focus on non-US markets (developed and emerging) and commodities.
Prior to joining Tiedemann in 2007, Mr. Edge was in the Global Risk Advisory Services practice at Ernst & Young LLP.
During his tenure, he worked with the Credit & Market Risk Management teams and a derivatives specialist group, serving a broad range of clients.
In this capacity, Spencer performed complex analyses of these companies’ investment and loan portfolios, as well as their derivatives portfolios and strategies.
He is also member of the CFA Institute, the CFA Society of San Francisco, the CAIA Association®, the Foreign Policy Association, the National Committee on American Foreign Policy, the Aspen Institute and the Brookings Society.
He earned a Master of Accounting degree from the Kenan-Flagler School of Business at the University of North Carolina at Chapel Hill and a Bachelor of Arts degree in History from Dartmouth College.
He is a Chartered Financial Analyst and a Chartered Alternative Investment Analyst.