Profil
Mr. William D.
Evers, Jr., is a Managing Director at Tiedemann Advisors LLC.
He has extensive experience working with clients to understand their goals and objectives and manage all their wealth and investment-related matters.
He worked at the firm prior to the transaction that created AlTi and, before that, Presidio Capital Advisors.
Mr. Evers worked at Bernstein Global Wealth Management, in their private client business, and at the investment banking firms Alex.
Brown & Sons and L.F.
Rothschild, Unterberg and Towbin, in the institutional taxable fixed income arena.
He holds a Bachelor of Arts degree in Political Science from the University of California, Berkeley.
Postes actifs de Will Evers
| Sociétés | Poste | Début |
|---|---|---|
Tiedemann Advisors LLC
Tiedemann Advisors LLC Investment ManagersFinance Tiedemann Advisors utilizes a core exposure of third-party managers/investment themes in combination with shorter-term (generally 12-24 months) tactical investments in asset classes and/or geographic regions that the firm believes offer an attractive risk-adjusted return. The firm generally utilizes a “manager-of-managers” approach when advising managed account clients by allocating clients’ assets to non-affiliated investment advisers, portfolio managers and investment funds. They use fundamental, technical and cyclical analysis in conducting macro-economic research. | Gestionnaire de Portefeuille-Actions | 01/10/2016 |
Formation de Will Evers
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Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Tiedemann Advisors LLC
Tiedemann Advisors LLC Investment ManagersFinance Tiedemann Advisors utilizes a core exposure of third-party managers/investment themes in combination with shorter-term (generally 12-24 months) tactical investments in asset classes and/or geographic regions that the firm believes offer an attractive risk-adjusted return. The firm generally utilizes a “manager-of-managers” approach when advising managed account clients by allocating clients’ assets to non-affiliated investment advisers, portfolio managers and investment funds. They use fundamental, technical and cyclical analysis in conducting macro-economic research. | Finance |
University of California, Berkeley
University of California, Berkeley Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















