Brian Andrew Pierson

Gestionnaire de Portefeuille-Actions chez Tiedemann Advisors LLC

Profil

Mr. Brian A.
Pierson is a Managing Director at Tiedemann Advisors LLC.
He 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 joined Tiedemann when the firm merged with Presidio Capital Advisors.
At Presidio, he was a Managing Director and co-lead of the Washington, D.C., office and served on the Leadership Committee.
Prior to Presidio, he was a Director at Convergent Wealth Advisors, working in both the Seattle and Washington, D.C., offices.
He holds a Bachelor of Science from the Calloway School of Business and Accountancy at Wake Forest University.
He is a Certified Financial Planner, Certified Investment Management Analyst and Certified Private Wealth Advisor.

Postes actifs de Brian Andrew Pierson

Sociétés	Poste	Début
Tiedemann Advisors LLC	Gestionnaire de Portefeuille-Actions	01/10/2016

Anciens postes connus de Brian Andrew Pierson

Sociétés	Poste	Fin
Convergent Wealth Advisors LLC	Gestionnaire de Portefeuille-Actions	01/12/2014

Formation de Brian Andrew Pierson

Wake Forest University

Undergraduate Degree