Michael Yelverton

Michael Yelverton has over two decades of experience in wealth management, specializing in coordinating, planning, and overseeing all aspects of individuals and families' wealth. Michael is currently the Head of US Client Advisory at AlTi Tiedemann Global, where they are responsible for overseeing business operations, serving on the US Executive Committee, managing client relationships, and leading US inorganic growth efforts. Before joining AlTi, Michael was a Principal and Managing Director at Tiedemann Advisors, where they led the West Coast Advisory team and was a member of the Executive Committee. In this role, they managed client relationships and integrated investment strategy, philanthropy, and estate planning into comprehensive wealth management plans. Prior to that, Michael worked as a Hedge Fund Analyst at The Hennessee Group LLC, where they gained expertise in the hedge fund industry. Michael also has experience in business development at Esurance and as a Client Manager at Intuit.

Michael Yelverton pursued their education starting in 1992 at The Hill School, where they completed their studies until 1994. Following this, from 1994 to 1998, they attended the University of North Carolina at Chapel Hill, where they obtained a Bachelor of Arts degree in English. Furthermore, Michael Yelverton has also acquired a certification as a Certified Trust and Financial Advisor from The Institute of Certified Bankers, although no information regarding the specific time of obtaining this certification is available.