William Wilby Appointed to Tiedemann Wealth Management Investment Committee

NEW YORK--(BUSINESS WIRE)-- Tiedemann Wealth Management announced today that William Wilby, former Head of Equities for Oppenheimer Funds, Inc. and portfolio manager for the Oppenheimer Global Fund, will serve as a member of the Firm’s Investment Committee. In this role, Mr. Wilby will work closely with fellow Committee members Chairman Richard Nye, David Coulter, Robert Hormats, Yves Istel and Frederick Thorne to advise the Firm on investment strategies, asset allocation and manager selection.

“The tremendous track record and legacy Bill built at Oppenheimer speaks for itself,” said Michael Tiedemann, Chief Investment Officer of Tiedemann Wealth Management. “We look forward to the insights that Bill’s experience and expertise will bring to our investment process and clients.”

Mr. Wilby most recently served as Head of Equities for Oppenheimer Funds, where he was responsible for more than $120 billion in equity assets and 70 portfolio managers, investment analysts and support staff, at the time of his retirement in 2007. He is also widely known for his tenure as portfolio manager for the Oppenheimer Global Fund which was the top-ranked Global Equity Fund in its competitive category for the 12-year period he managed the portfolio. Prior to joining Oppenheimer Funds, Mr. Wilby held various international finance and investment roles at AIG, Northern Trust, Brown Brothers Harriman and the Federal Reserve Bank of Chicago, as well as having served in U.S. Army Intelligence in Vietnam and Europe. He currently serves on the Investment Committee for the Board of the West Point Association of Graduates.

“I am excited to be a part of, and to contribute to Tiedemann’s Investment Committee. The Firm's impressive asset growth in recent years is a testament to Tiedemann’s stable team and unmatched commitment to building lasting relationships with clients by offering exceptional investment advice and a superior level of service,” said Mr. Wilby.

About Tiedemann Wealth Management

Tiedemann Wealth Management is an independent wealth advisor with a singular focus – working in partnership with clients to achieve their specific financial goals. Tiedemann provides high net worth individuals, wealthy families, trusts and foundations with customized, objective investment management and wealth planning services. An owner-managed Firm, Tiedemann oversees approximately $9 billion in investable assets.

Founded in 1999, Tiedemann Wealth Management is headquartered in New York, with offices in Palm Beach and San Francisco. The Firm provides trust services through Tiedemann Trust Company, a state-chartered trust company located in Delaware.

For more information, and to view William Wilby’s full bio, visit www.tiedemannwealth.com.

View source version on businesswire.com: http://www.businesswire.com/news/home/20160126006713/en/

River Communications
Troy Mayclim, 914-686-5599
[email protected]

Source: Tiedemann Wealth Management

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