Spencer Edge
Plus aucun poste en cours
Profil
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.
Anciens postes connus de Spencer Edge
Sociétés | Poste | Fin |
---|---|---|
Ernst & Young LLP
Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Corporate Officer/Principal | 31/12/2006 |
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. | Analyst-Equity | - |
Formation de Spencer Edge
The University of North Carolina at Charlotte | Graduate Degree |
Dartmouth College | Undergraduate Degree |
Expériences
Fonctions occupées
Sociétés liées
Entreprise privées | 2 |
---|---|
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 |
Ernst & Young LLP
Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Commercial Services |