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Brooke Connell, portrait

Brooke Connell

President at Tiedemann Advisors

Firm officerUpdated

Brooke Connell has been President of Tiedemann Advisors, LLC, a New York, NY investment adviser managing $31B, since January 2023.

3
Years in role
$31B
Firm AUM
461
Firm clients
64
Firm advisers

From Form ADV filed 10 July 2026Form ADV

Career

Brooke Connell is a control person of Tiedemann Advisors and directly owns under 5% of it. Brooke Connell holds a Bachelor of Arts in international business relations from Hobart College.

Tiedemann Advisors is an investment adviser based in New York, NY, registered with the SEC since 2009. It provides financial planning and investment management. Its clients include high-net-worth individuals, pooled investment vehicles and charitable organizations. Its regulatory assets under management total $31 billion, as filed on 10 July 2026. Its fees, ownership and offices are on the firm’s profile.

Brooke Connell is President, U.S. Wealth Management of AlTi Global, based in New York. He leads AlTi’s U.S. Wealth Management Division. He joined Tiedemann in 2002 from Kinetics Asset Management, Inc., where he was Senior Vice President overseeing product and business development, and before that was Vice President for Chase Manhattan’s Global Asset Management Group.

Key facts

CRD
7686224
Firm
Tiedemann Advisors · CRD 147189
Role
President
In role since
January 2023 · 3 years
Control person
Yes
Direct ownership
Under 5%
Firm headquarters
New York, NY
Individual registration
No current adviser record · SEC search
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Brooke Connell work?

Brooke Connell has been President of Tiedemann Advisors, LLC since January 2023, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 10 July 2026

How can I verify Brooke Connell’s record?

Brooke Connell’s role is listed on Tiedemann Advisors, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 147189.

Source: Form ADV, Schedule A, filed 10 July 2026

Leadership at Tiedemann Advisors

Sources

  1. IAPD individual lookup, CRD 7686224, checked 18 October 2026. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Tiedemann Advisors, LLC, filed 10 July 2026. Title, control and ownership bands.
  3. Tiedemann Advisors team page. Biography, education, credentials, awards and the portrait, reproduced for identification.