Tiedemann Advisors Speaker Series
Investment Insights
Join us for a conversation with two senior investment team members from Tiedemann Advisors and the Chief Investment Officer from our partner firm Tiedemann Constantia. They will address what an economic recovery in the U.S. and overseas may look like, including what impact a second wave of COVID-19 and escalating U.S.-Chinese tensions may have. They will also talk about ways to assess market or index valuations in these highly uncertain times. And, finally, they will also discuss the question "Is Wall Street disconnected from Main Street?".
Speaker Biographies
Pierre Bose
Chief Investment Officer, Tiedemann Constantia
Pierre is responsible for the Tiedemann Constantia’s investment process, including strategy and portfolio management.
Prior to joining Tiedemann Constantia in 2019, Pierre worked in both the Investment Bank (Global Markets) and Investment Strategy & Research divisions at Credit Suisse AG. In the latter capacity, he was the Head of European Strategy and chaired the European Investment Committee for the firm. Before joining Credit Suisse, he worked as the Chief Investment Officer at an independent firm, Carduus Asset Management I.S. In all, he has spent nearly 20 years in various roles across the industry, including head of the global fund management and fixed income research teams at Royal Bank of Scotland Coutts, fund manager and investment strategist at UBS AG, and fixed income strategist at Barclays Plc.
Pierre holds a Master of Science in European Political Economy from the London School of Economics, earning his Chartered Financial Analyst® charter in 2007. He was born in London and now lives in Zürich.
Antonio Casal
Managing Director, Head of Manager Research
Antonio is a senior member of the Investment Group. He leads the manager research team and oversees Tiedemann’s manager research for traditional and impact investments across all asset classes. His responsibilities include sourcing, due diligence and ongoing monitoring of money managers. Antonio is also a member of the Firm’s Internal Investment Committee.
Antonio joined Tiedemann when the firm merged with Presidio Capital Advisors. He was primarily responsible for asset allocation, money manager due diligence, and portfolio structuring. He was also responsible for writing many of Presidio’s market commentaries and white papers. Prior to joining Presidio, he was a client advisor at Bridgewater Associates.
Certificates and memberships:
- Chartered Financial Analyst®
- Leaders Circle, San Francisco Jazz Organization
Antonio earned a Master of Business Administration from Harvard Business School and a Bachelor of Arts, summa cum laude, from the University of Texas at Austin. Born in New York City and raised in the U.S., Venezuela and Mexico, Antonio currently resides in San Francisco, California with his wife and two children.
Teresa Wells
Managing Director
Teresa has direct responsibility for managing client relationships. She works closely with clients to understand their goals and objectives; manage their investments, including impact investing; and integrate their investment strategy, philanthropy, and estate planning into a cohesive wealth management plan. She is also a member of the firm’s Internal Investment Committee and Diversity, Equity and Inclusion Committee.
Teresa joined Tiedemann when the firm merged with the Threshold Group, where she served as the Managing Director of Investment Strategy. In this role she partnered with the Chief Investment Officer and Managing Director of Impact Investing to contribute to the firm’s broad investment strategy. She was a member of both the Portfolio Management and Investment Committee and the Global Asset Allocation Committee. She also led the Wealth Management and Foundations services team in Seattle.
Before joining Threshold Group, Teresa served as the Investment Strategist at Laird Norton Wealth Management. Early in her career, she worked in client services for a small bank-owned trust company and for a venture capital fund of funds.
Certifications and memberships include:
- Chartered Financial Analyst®
- Member, CFA® Institute
- Member, CFA® Society of Seattle
- Board Member, Seattle Alternative Investment Association
Teresa earned her master’s degree in international business from Seattle University and holds a Bachelor of Science in finance from Metropolitan State College of Denver. A native of Washington State, Teresa lives in West Seattle with her husband and son.