Fundraising Fox
Kent Insley
InvestorHead of Portfolio Management at AlTi Wealth Management France
New York, New York, United States
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Ask Mark deVries to introduce you to Kent
You →Mark · together at Threshold Group (2010–2017) →Kent
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You →Jamie · 3 people · together at Threshold Group →Kent
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You →Sam · 5 people · together at Tiedemann Advisors →Kent
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Experience
- AlTi Tiedemann GlobalManaging Director, Head of US Family Office Servicescurrent2023 — presentSeattle, Washington, United States
- Tiedemann AdvisorsPrincipal and Managing Director2020 — 2022
- Tiedemann AdvisorsDirector2018 — 2020
- Threshold GroupWealth Advisor, Director of Client Experience and Family Office2006 — 2017Seattle, WA
- Corinthian Colleges - Ashmead CollegeDirector of Finance2004 — 2006Fife, WA
- KPMGAssociate2003 — 2004Greater Seattle Area
Skills & more
Strategic Financial PlanningEstate Planning
- Certified Public Accountant (CPA) — Washington State Board of Accountancy
- CERTIFIED FINANCIAL PLANNER™ Professional — CFP Board
From Kent'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 Kent Insley?
- Head of Portfolio Management at AlTi Wealth Management France
- Where does Kent Insley work?
- Kent Insley is Head of Portfolio Management at AlTi Wealth Management France.
- Where did Kent Insley go to school?
- Kent Insley studied at Washington State University (BA, Accounting, with honors).
Same school
Also attended Washington State University93
Alli SherwinExecutive Assistant at Madrona Venture GroupRajat TanejaInvestor at Foundation CapitalPatrick LoerchBio Advisor at Amplify PartnersBrad H. ValeFounding General Partner at Treo Ventures, LlcKevin GroveVenture Partner at Versant VenturesEllaina DiederichExecutive Assistant at Endeavour Capital
+ 87 more
Shared employers
Also worked at Tiedemann Advisors9
Roberta SydneyOperating Partner at Safar PartnersMichael GreenwaldGeopolitical Risk Advisor at Jefferson CapitalBrooke ConnellPresident, U.S. Wealth Management at AlTi Wealth Management FranceBruce BruglerManaging Director at AlTi Wealth Management FranceBen EversManaging Director at AlTi Wealth Management FranceAmanda FlynnHead of U.S. Family Office Services at AlTi Wealth Management France
+ 3 more
Also worked at Threshold Group4
Mark deVriesManaging Director at AlTi Wealth Management FranceAmanda FlynnHead of U.S. Family Office Services at AlTi Wealth Management FranceAlex HokansonHead of Infrastructure and Energy Transition at AlTi Wealth Management FranceTeresa WellsCo-Head of U.S. Client Advisory, Co-Head of Impact Strategy at AlTi Wealth Management France
Also worked at KPMG611
Jeffrey PaineFounding Partner at Golden Gate VenturesJonas VetterleInvestor at Moonfire VenturesMarco FumagalliBoard Member at P101 VenturesJimmy ChartersChief Financial Officer at GreycroftRob LawrenceSenior Finance Associate at GreycroftJay JohnsonBoard Member at CincyTech
+ 605 more