Michael F. Yelverton
Portfolio Manager-Equities at Tiedemann Advisors LLC
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Mike Tiedemann | M | 52 |
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. | 25 years |
| Antonio C. Casal | M | - |
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. | 8 years |
| Craig Smith | M | 60 |
Tiedemann Trust Co.
 Tiedemann Trust Co. Investment ManagersFinance Tiedemann Trust Co. provides investment advice. It offer investment advice, wealth planning and fiduciary services to wealthy families, trusts, endowments and foundations. The company was founded by Carl Hans Tiedemann III in 1999 and is headquartered in Wilmington, DE.
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. | 25 years |
| Brooke B. Connell | M | - |
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. | 22 years |
| Bruce Evan Brugler | M | - |
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. | 8 years |
| Jerry C. Deren | M | - |
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. | 8 years |
| Brad Mitchell Lackey | M | - |
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. | 8 years |
| Will Evers | M | - |
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. | 8 years |
| Colin Mark Carter | M | - |
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. | 8 years |
| Stephen J. Aucamp | M | - |
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. | 8 years |
| Alex Hokanson | M | - |
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. | 6 years |
| Adam Samuel Gentile | M | - |
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. | 17 years |
| Teresa Wells | F | - |
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. | 6 years |
| Brian Andrew Pierson | M | - |
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. | 8 years |
| Michael R. Brady | M | - |
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. | 22 years |
| Jeff Zlot | M | 52 |
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. | 8 years |
| Kimberly I. Evans | F | - |
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. | 21 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Kevin Moran | M | 46 |
Tiedemann Trust Co.
Tiedemann Trust Co. Investment ManagersFinance Tiedemann Trust Co. provides investment advice. It offer investment advice, wealth planning and fiduciary services to wealthy families, trusts, endowments and foundations. The company was founded by Carl Hans Tiedemann III in 1999 and is headquartered in Wilmington, DE.
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. | - |
| Kent Insley | M | - |
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. | 19 years |
| Spencer Edge | M | - |
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. | - |
| Carl Hans Tiedemann | M | 96 |
Tiedemann Trust Co.
Tiedemann Trust Co. Investment ManagersFinance Tiedemann Trust Co. provides investment advice. It offer investment advice, wealth planning and fiduciary services to wealthy families, trusts, endowments and foundations. The company was founded by Carl Hans Tiedemann III in 1999 and is headquartered in Wilmington, DE.
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. | 17 years |
| Pablo D. Ferreri | M | - |
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. | 7 years |
| Mark David Guinney | M | - |
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. | 3 years |
| Amy K. Jassen | M | - |
The University of North Carolina at Chapel Hill
| 5 years |
| Christopher K. Porter | M | - |
The University of North Carolina at Chapel Hill
| 5 years |
| Mark J. Forlenza | M | - |
The University of North Carolina at Chapel Hill
| 3 years |
| Christopher S. Harrison | M | - |
The University of North Carolina at Chapel Hill
| 3 years |
| Billy P. Logan | M | - |
The University of North Carolina at Chapel Hill
| 4 years |
| Cyndi Soter O’Neil | F | - |
The University of North Carolina at Chapel Hill
| 4 years |
| Matthew Stanton | M | 51 |
The University of North Carolina at Chapel Hill
| 8 years |
| Shontel Jung | F | - |
The University of North Carolina at Chapel Hill
| 6 years |
| Seth C. Laughlin | M | - |
The University of North Carolina at Chapel Hill
| 4 years |
| Hill Rogers | M | - |
The University of North Carolina at Chapel Hill
| 4 years |
| Edmund L. Waddill | M | - |
The University of North Carolina at Chapel Hill
| 2 years |
| Sean Rooney | M | - |
The University of North Carolina at Chapel Hill
| 2 years |
| Mary C. Flaherty | F | - |
The University of North Carolina at Chapel Hill
| 4 years |
| Joshua J. Ahn | M | - |
The University of North Carolina at Chapel Hill
| 4 years |
| Andrew Maebius | M | - |
The University of North Carolina at Chapel Hill
| 4 years |
| Jennifer Cox | F | - |
The University of North Carolina at Chapel Hill
| 4 years |
| Patrick Frye | M | - |
The University of North Carolina at Chapel Hill
| 4 years |
| M. Hakan Berument | M | 59 |
The University of North Carolina at Chapel Hill
| 3 years |
| Mariel Margaret Hamm | F | 52 |
The University of North Carolina at Chapel Hill
| 4 years |
| Matthew Williams | M | - |
The University of North Carolina at Chapel Hill
| 4 years |
| Mark Yusko | M | 61 |
The University of North Carolina at Chapel Hill
| 6 years |
| Jason F. Stanicek | M | - |
The University of North Carolina at Chapel Hill
| 4 years |
| Christopher W. Sears | M | - |
The University of North Carolina at Chapel Hill
| 4 years |
| Thomas Archie | M | - |
The University of North Carolina at Chapel Hill
| 4 years |
| Dong-Hyun Ahn | M | 60 |
The University of North Carolina at Chapel Hill
| 8 years |
| Matt Levenson | M | - |
The University of North Carolina at Chapel Hill
| 4 years |
| R. Michael Powell | M | - |
The University of North Carolina at Chapel Hill
| 4 years |
| Ling Su | M | 59 |
The University of North Carolina at Chapel Hill
| 3 years |
| Sam Dean | F | - |
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. | 7 years |
| Ken Wallace | M | - |
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. | 5 years |
| Dacia Toll | F | - |
The University of North Carolina at Chapel Hill
| 4 years |
| Xiang Yang Lu | M | 60 |
The University of North Carolina at Chapel Hill
| 3 years |
| Jose Miguel Gamero Savastano | M | - |
The University of North Carolina at Chapel Hill
| 2 years |
| Chris Jennings | M | - |
The University of North Carolina at Chapel Hill
| 4 years |
| Feng Ye | M | 57 |
The University of North Carolina at Chapel Hill
| 3 years |
| Todd Schanel | M | - |
The University of North Carolina at Chapel Hill
| 4 years |
| Anna Bickley | F | - |
The University of North Carolina at Chapel Hill
| 4 years |
| Gabe Mathews | M | - |
The University of North Carolina at Chapel Hill
| 4 years |
| Justin D. Morgan | M | - |
The University of North Carolina at Chapel Hill
| 4 years |
| Robert Glenn Routh | M | - |
The University of North Carolina at Chapel Hill
| 4 years |
| Laura Petty | F | - |
The University of North Carolina at Chapel Hill
| 4 years |
| Jackson Phillips | M | 43 |
The University of North Carolina at Chapel Hill
| 4 years |
| Marshall Carlson | M | - |
The University of North Carolina at Chapel Hill
| 4 years |
| Rob Holmes | M | - |
The University of North Carolina at Chapel Hill
| 2 years |
| Jonathan Hornaday | M | - |
The University of North Carolina at Chapel Hill
| 4 years |
| Brian Zachary Lund | M | - |
The University of North Carolina at Chapel Hill
| 5 years |
| John Clark | M | - |
The University of North Carolina at Chapel Hill
| - |
| James Davidson | M | 73 |
The University of North Carolina at Chapel Hill
| 5 years |
| Dennis C. Greenway | M | - |
The University of North Carolina at Chapel Hill
| 4 years |
| Danny A. Summerlin | M | - |
The University of North Carolina at Chapel Hill
| 4 years |
| Mitch Begun | M | - |
The University of North Carolina at Chapel Hill
| 4 years |
| Kirk Materne | M | - |
The University of North Carolina at Chapel Hill
| 4 years |
| Lars Eric Munson | M | - |
The University of North Carolina at Chapel Hill
| 4 years |
| David Allen Hanover | M | - |
The University of North Carolina at Chapel Hill
| 2 years |
| Robert Hormats | M | 80 |
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. | - |
| Wyndham Robertson | F | 86 |
The University of North Carolina at Chapel Hill
| 9 years |
| Shaun C. Kelley | M | - |
The University of North Carolina at Chapel Hill
| 4 years |
| Craig MacDonald | M | - |
The University of North Carolina at Chapel Hill
| 4 years |
| Michael Keller | M | 53 |
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. | 5 years |
| Mike Becker | M | - |
The University of North Carolina at Chapel Hill
| 4 years |
| John Clerici | M | 54 |
The University of North Carolina at Chapel Hill
| 3 years |
| Stephanie Cohn-Rupp | F | - |
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. | 3 years |
| William Stephen Aldridge | M | 50 |
The University of North Carolina at Chapel Hill
| 3 years |
| Jonathan Tepper | M | - |
The University of North Carolina at Chapel Hill
| 4 years |
| Kelly Howard | F | 46 |
The University of North Carolina at Chapel Hill
| 4 years |
| Marc Gross | M | - |
The University of North Carolina at Chapel Hill
| 4 years |
| Fred B. Graham | M | - |
The University of North Carolina at Chapel Hill
| 4 years |
| Gary Steven Lehrman | M | - |
The University of North Carolina at Chapel Hill
| 4 years |
| Kate Sidebottom Simpson | F | - |
The University of North Carolina at Chapel Hill
| 4 years |
| Harry O'Mealia | M | - |
Tiedemann Trust Co.
Tiedemann Trust Co. Investment ManagersFinance Tiedemann Trust Co. provides investment advice. It offer investment advice, wealth planning and fiduciary services to wealthy families, trusts, endowments and foundations. The company was founded by Carl Hans Tiedemann III in 1999 and is headquartered in Wilmington, DE. | - |
| Timothy Howard Goodger | M | - |
The University of North Carolina at Chapel Hill
| 6 years |
| J. Mark Hancock | M | - |
Tiedemann Trust Co.
Tiedemann Trust Co. Investment ManagersFinance Tiedemann Trust Co. provides investment advice. It offer investment advice, wealth planning and fiduciary services to wealthy families, trusts, endowments and foundations. The company was founded by Carl Hans Tiedemann III in 1999 and is headquartered in Wilmington, DE. | 8 years |
| Nick Rodelli | M | - |
The University of North Carolina at Chapel Hill
| 3 years |
| Josh Tilley | M | - |
The University of North Carolina at Chapel Hill
| 4 years |
| Ryan Vineyard | M | - |
The University of North Carolina at Chapel Hill
| 4 years |
| Hari Srinivasan | M | - |
The University of North Carolina at Chapel Hill
| 2 years |
| Kevin Robnett | M | - |
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. | 1 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 100 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Michael F. Yelverton
- Personal Network
