How A $20 Billion Firm Allocates Capital

My guest today is Colin Carter, Managing Director,
Tiedemann Advisors with approximately $20 billion in assets under
management (AUM).


Colin Carter, Managing Director, Tiedemann
Advisors


Colin has 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
also oversees business operations for the Dallas office.

Colin joined Tiedemann when the Firm merged with Presidio Capital
Advisors, where he was responsible for developing, implementing,
and maintaining investment portfolios for families, individuals,
foundations and endowments. He also served on Presidio’s Board of
Directors and opened the Dallas office in 2003. Previously, Colin
was a Senior Vice President at Merrill Lynch in the Private
Wealth Advisory Group. Colin also spent ten years with Goldman
Sachs & Co., working in both the Institutional Fixed Income
and Private Advisory Services Groups.

Certificates, memberships and offices include:


Chartered      Financial Analyst

Member,      CFA Institute in Dallas



Colin earned a Master of Business Administration from the
University of Texas at Austin and a bachelor’s degree in
economics from Duke University. He resides in Dallas with his
wife and four children.





Tiedemann Advisors Investment Overview


Tiedemann Advisors is an owner-managed independent investment and
wealth advisor with a single focus: to make sure our clients’
wealth accomplishes what matters most to them. Tiedemann provides
high-net-worth individuals, families, trusts, foundations and
endowments with customized, objective investment management, and
trust, estate and wealth planning services. Tiedemann Advisors
are proactive, innovative advisors who provide access to a broad
set of exceptional investment strategies globally, including
impact and responsible investments, and full transparency on
investment decisions, fees and performance. Founded in 1999,
Tiedemann Advisors is headquartered in New York, with nine
offices nation-wide. The firm provides trust services through
Tiedemann Trust Company, a state-chartered trust company located
in Wilmington, Delaware. Together, Tiedemann oversees $20 billion
in assets, including $3.2 billion in impact investments.


Holistically, Tiedemann prioritizes long-term, quality
investments that align with client needs, desires and personal
passions.