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Ben Evers

Investor

Managing Director at AlTi Wealth Management France

San Francisco, California, United States

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About

Ben Evers is a Managing Director at AlTi Tiedemann Global, where he serves as a Senior Advisor and member of the firm's Global Policy Committee, focusing on manager due diligence, portfolio construction, and investment strategy. He has been with the broader firm for more than 13 years, previously serving as a partner at Tiedemann Advisors, and earlier worked as an associate on the Portfolio Management team at First Republic Investment Management. He holds the CFA and CTFA designations and earned a Bachelor of Arts in Economics and Urban & Environmental Policy from Occidental College.

Experience

  1. AlTi Tiedemann GlobalManaging Directorcurrent2023 — presentSan Francisco Bay Area
  2. Tiedemann AdvisorsManaging Director/Partner2020 — 2023San Francisco Bay Area
  3. Tiedemann AdvisorsDirector2019 — 2020San Francisco Bay Area
  4. Tiedemann AdvisorsSenior Vice President2018 — 2020San Francisco Bay Area
  5. Tiedemann AdvisorsVice President2016 — 2017San Francisco Bay Area
  6. The Presidio Group LLCVice President2014 — 2016San Francisco Bay Area
  7. The Presidio Group LLCAssociate2012 — 2014San Francisco Bay Area
  8. First Republic Investment ManagementAssociate2010 — 2012San Francisco, CA
  9. Morgan StanleyIntern2007San Francisco Bay Area

Skills & more

Advent3Axys1Bloomberg Terminal4Microsoft Excel3APX3Manage Client Relationships1Salesforce.com2Bloomberg7Portfolio Management12Investment Management1Investments7Private Equity
+12 moreAsset AllocationInvestment StrategiesAlternative InvestmentsAsset ManagementBankingCapital MarketsBusiness ValuationCorporate FinanceCreditCredit AnalysisDerivativesData Analysis
  • Certified Trust and Financial Advisor (CTFA) — American Bankers Association
  • Chartered Financial Analyst — 162977

From Ben's professional profile.

Colleagues at AlTi Wealth Management France

Adam Gentile
Managing Director at AlTi Wealth Management France
Alex Hokanson
Head of Infrastructure and Energy Transition at AlTi Wealth Management France
Ali Bouzarif
Board Member at AlTi Wealth Management France
Amanda Flynn
Head of U.S. Family Office Services at AlTi Wealth Management France
Amanda Lang
Managing Director at AlTi Wealth Management France
Andreas Wimmer
Board Member at AlTi Wealth Management France
Andrew Douglass
Head of Growth at AlTi Wealth Management France
Andrew Rodger
Senior Advisor at AlTi Wealth Management France

Frequently asked questions

Who is Ben Evers?
Ben Evers is a Managing Director at AlTi Tiedemann Global, where he serves as a Senior Advisor and member of the firm's Global Policy Committee, focusing on manager due diligence, portfolio construction, and investment strategy. He has been with the broader firm for more than 13 years, previously serving as a partner at Tiedemann Advisors, and earlier worked as an associate on the Portfolio Management team at First Republic Investment Management. He holds the CFA and CTFA designations and earned a Bachelor of Arts in Economics and Urban & Environmental Policy from Occidental College.
Where does Ben Evers work?
Ben Evers is Managing Director at AlTi Wealth Management France.
Where did Ben Evers go to school?
Ben Evers studied at Occidental College (BA, Economics and Urban/Environmental Policy).

Same school

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