Tiêu đề chuyên môn: Managing Director, Tiedemann Advisors

Erik has direct responsibility for managing client relationships and overseeing the strategy for all wealth and investment-related matters. He is the senior relationship manager for several large families and family offices. He leads the strategic planning for these families, acts as the chief client advocate within the firm and is responsible for building out the AlTi team, as well as engaging with outside talent to assemble a strong team to service the needs of each client. Erik is also a senior member of the firm’s business development team and is a regular contributor to the firm’s thought leadership and insights pieces.

Having been a wealth management client since the early 2000s, Erik saw an opportunity to leverage his learnings and experience and transitioned from the tech sector to the advisor-side of wealth management. Erik has over 25 years of experience in strategy, fund raising, sales and business development with several technology companies including IBM and numerous Silicon Valley start-ups. Erik was also a management consultant at IBM and Symmetrix and served as the Executive Director for the non-profit, San Francisco Museum and Historical Society.

Erik is an active investor in real estate, cyber security, wearables, clean tech, medical devices and other technology start-ups. He earned a Bachelor of Arts degree from the University of Virginia and a Master of Business Administration from Harvard Business School. Erik lives in San Francisco with his wife Alissa and their two children.