David Geng, CFA

David Geng, CFA, is an Associate at Tiedemann Advisors, a privately-held Registered Investment Advisor which manages investment portfolios for high net worth individuals and families. As a member of the advisory team, David manages client relationships and is involved with all client investment and portfolio performance related matters.  In addition to this role, David also works with the firm’s Chief Investment Strategist on asset-class valuations.  Prior to joining Tiedemann, David earned a BS in Finance & Accounting from New York University’s Stern School of Business in 2011.  David became a CFA Charterholder in October 2016 and is based in New York.