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Tiedmann Wealth Management announces key leadership appointments


Tiedemann Wealth Management has appointed Wolfgang Traber as a member of the firm’s Investment Committee and James Bertles 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 US is a tremendously valuable contribution to the Tiedemann Investment Committee," says 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."

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. 

Bertles, who currently serves as Managing Director of Tiedemann Wealth Management, now has additional responsibilities following 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," says Craig Smith, President of Tiedemann Trust Company.

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, NA, responsible for all US 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.

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