Former Tiedemann Chief Investment Strategist Paul Buongiorno Joins Houston Firm Management

HOUSTON, September 22, 2021 / PRNewswire / – Tanglewood Total Wealth Management (Tanglewood) today announced the hiring of former chief investment strategist at Tiedemann Advisors, Paul Buongiorno, as co-chief investment officer, a position he will share with the company’s founder. John merrill. Start January 1, 2023, Buongiorno will assume the role of CIO of Tanglewood and Merrill will transition to a purely advisory role while remaining a key part of the company’s investment committee.

Paul buongiorno

The company welcomes the former investment director of Tiedemann, Paul buongiorno

Buongiorno’s proven track record of managing portfolios, researching alternative investments and advising senior executives on strategies for managing concentrated equity positions adds to management’s depth and experience of strategic investments. of the company. Buongiorno will work closely with current Tanglewood partners John merrill, Brian Merrill and Keith Fenstad create tailor-made investment solutions for the company’s increasingly affluent clientele. Tanglewood serves high net worth individuals and families and strives to help them better manage their financial complexity by offering comprehensive, client-focused capabilities and services from Total Wealth Management® so clients can focus on what’s right. The most important.

“We are delighted that Paul has chosen to bring home his unique talents to Texas“said the partner, Brian Merrill. “His deep experience and dedication to putting clients first make him an ideal fit for our clients, our team and his culture. We are a multigenerational firm serving a multigenerational heritage and Paul will help support our clients and our firm to achieve great things in the years to come. “

Prior to joining Tanglewood, Buongiorno worked at Tiedemann Advisors (one of the largest RIAs in the country) for 16 years, most recently serving as Chief Investment Strategist. Among his many responsibilities and accomplishments, Paul developed an economic and asset class valuation framework that guided asset allocations for the company’s clients. This asset allocation investment platform contributed more than half of Tiedemann’s outperformance over a 16-year period. One of Tiedemann’s three allocation decision makers, Paul has been actively involved in alternative investments for the company’s portfolios.

Prior to Tiedemann, Buongiorno managed a large cap long-short equity fund for the previous six years. His experience also includes the role of Senior Oil and Gas Exploration Analyst, first for SG Warburg, then for Deutsche Morgan Grenfell. Early in his career, Buongiorno held the position of Corporate Finance and Banking Director for Chemical Bank and Union Bank of Switzerland.

“I am honored to join this exceptional team,” said Buongiorno. “The first thing that struck me was the alignment of our values. Their commitment to delivering an exceptional customer experience through tailored service and investment strategies aligns very closely with my personal approach. I can’t wait to work alongside John (Merrill) and the whole team to continue to develop the investment offer to provide families with tailor-made solutions. “

Throughout its forty-two year history, Tanglewood Total Wealth Management has helped high net worth individuals and families protect and develop their wealth through deep client relationships that span generations, the hallmark of the company.

About Tanglewood Total Wealth Management

Since 1979, Tanglewood Total Wealth Management (Tanglewood) has put its clients first and strived to help each and every one of them achieve their aspirations. Tanglewood is an award-winning, independent investment and wealth management firm serving the affluent. Tanglewood handles a little less $ 1.5 billion in in AUM at September 22, 2021. To learn more, visit https://www.tanglewoodwealth.com.

Cision

Cision

View original content to download multimedia: https://www.prnewswire.com/news-releases/tanglewood-total-wealth-management-deepens-focus-on-uhnw-families-with-investment-professional-hire-301382928 .html

SOURCE Tanglewood Total Wealth Management


Source link