SOURCE: Tiedemann Wealth Management

Tiedemann Wealth Management

April 12, 2011 09:03 ET

Tiedemann Wealth Management Announces Key Leadership Appointments

NEW YORK, NY--(Marketwire - Apr 12, 2011) - Tiedemann Wealth Management is pleased to announce two strategic appointments to enhance its management. Wolfgang Traber has joined as a member of the firm's Investment Committee and James Bertles was appointed to the Board of Directors of the Tiedemann Trust Company.

"Wolfgang's extensive experience in both the public and private markets overseas and in the U.S. is a tremendously valuable contribution to the Tiedemann Investment Committee," said Michael Tiedemann, Senior Managing Director and Chief Investment Officer at Tiedemann Wealth Management. "The experience of our Committee members and their active involvement in our investment process are key components of our business model. This level of focus results in greater discipline in the process and enhanced performance."

Mr. Traber brings considerable experience in private equity, investment management and company stewardship to Tiedemann Wealth Management. He is currently the Chairman of Hanseatic Corporation, a global private-equity firm. He has previously held leadership positions at Deltec Securities Corporation and affiliates; he sits on a number of boards, including M.M. Warburg & Co., and is an Investment Committee member of Trilantic Capital Partners.

Mr. Bertles, who currently serves as Managing Director of Tiedemann Wealth Management, responsibilities have expanded to include his appointment to the Board of Directors of Tiedemann Trust Company, which provides trust services to the firm's clients.

"Jim has worked for more than 25 years at the highest levels of the legal, trust and investment businesses and brings his considerable experience and leadership to our Trust Company," said Craig Smith, President of Tiedemann Trust Company.

Mr. Bertles is responsible for developing tax and estate planning solutions for clients and marketing the firm's services. Before joining Tiedemann, he was President and Chief Operating Officer of Brown Brothers Harriman Trust Company, N.A., responsible for all U.S. trust, fiduciary and tax activities. Jim is involved in numerous charitable and civic activities and was recently appointed Senior Warden of Bethesda-By-The-Sea Episcopal Church.

About Tiedemann Wealth Management
Tiedemann Wealth Management, LLC, is a Registered Investment Adviser that provides a full range of wealth management services to wealthy families, trusts, foundations and endowments. Tiedemann is wholly focused on providing customized, comprehensive and objective solutions to investment, financial and trust and estate matters. An owner managed firm, Tiedemann Wealth Management manages or advises on over $6 billion in assets for approximately 90 families. Founded in 1999, the firm is headquartered in New York with offices in Palm Beach and Los Angeles. The firm also provides trust services through Tiedemann Trust Company which is a state-chartered trust company located in Delaware.

For more information on Tiedemann Wealth Management or Tiedemann Trust Company, please call Jim Bertles at 561-623-1281 or visit its website at

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