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David Geng, CFA

David Geng, CFA, is an Associate at Tiedemann Wealth Management, a privately-held RIA which manages investment portfolios for high net worth individuals and families.  David is tasked with managing client relationships and addressing all investment and 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.

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