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.