Tiedemann Advisors, headquartered in New York, has opened a new West Coast office in Portland, Ore., complementing services it currently provides in San Francisco and Seattle, according to a news release.
Located in Portland’s Pearl District, this is Tiedemann’s ninth location. It will open with two senior advisors, Brad Harrison and Kate Donnelly.
Harrison, managing director, is co-lead of Tiedemann’s impact investing strategies and works closely with tax-exempt organizations, including foundations and nonprofit endowments.
Donnelly, a director, specializes in investment advisory work dealing with taxable, ultra-high-net-worth clients seeking to align their investment portfolios with their values.
Tiedemann manages over $2 billion in impact investments.
The Portland office will focus on providing comprehensive wealth management and trust planning services that meet the needs of large families residing throughout Portland and the Pacific Northwest.
Founded in 1999, Tiedemann Advisors is an independent investment and wealth advisor for high-net-worth individuals, families, trusts, foundations and endowments.