Will Evers

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.