What is Jeff Zlot email address?

Jeff Zlot's primary email address is *****@tiedemannadvisors.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Jeff Zlot work for?

Jeff Zlot is a Managing Director at ALTi Tiedemann Global at AlTi Tiedemann Global.

Where Jeff Zlot graduated from?

Jeff Zlot holds a degree in Government from Colby College.

How can I directly contact Jeff Zlot?

To contact Jeff Zlot directly, you can use the email address *****@tiedemannadvisors.com. Complete contact information is available upon registration with Muraena.

Who is Jeff Zlot?

Jeff Zlot is a seasoned investment professional with extensive experience in managing portfolios for ultra high net worth families and charitable entities. As the Managing Director at ALTi Tiedemann Global, he leverages his expertise in investment management and consulting to deliver tailored financial solutions. Jeff's career began in research analysis at Hart Research Associates, followed by a pivotal role at Montgomery Securities. He founded Presidio Capital Advisors in 1997, which later merged with Tiedemann Advisors, enhancing his firm's reach in the wealth management sector. Jeff holds a BA in Government from Colby College and is a Certified Financial Planner TM. His unique blend of leadership and analytical skills positions him as a trusted advisor in the financial industry. Beyond finance, he is passionate about leadership development and fostering relationships with clients.