Kevin Moran
President at ALTI GLOBAL, INC.
Net worth: 5 M $ as of 30/03/2024
Profile
Kevin Moran is currently the Director at Tiedemann Constantia AG and the President & Chief Operating Officer at AlTi Global, Inc. He previously held positions as the Chief Compliance Officer & General Counsel at Tiedemann Advisors LLC, the Chief Operating Officer & General Counsel at Tiedemann Trust Co., an Associate at Financial Service Group, Inc., and the Chief Compliance Officer & General Counsel at Frm Americas LLC.
Mr. Moran has a graduate degree from Boston University School of Law and an undergraduate degree from Loyola University New Orleans.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
ALTI GLOBAL, INC.
1.26% | 10/03/2024 | 695,759 ( 1.26% ) | 4 M $ | 30/03/2024 |
| 02/04/2024 | 175,775 ( 0.25% ) | 994 887 $ | 30/03/2024 |
Kevin Moran active positions
| Companies | Position | Start |
|---|---|---|
| ALTI GLOBAL, INC. | President | 21/03/2024 |
Tiedemann Constantia AG
 Tiedemann Constantia AG Investment ManagersFinance Tiedemann Constantia AG is a Swiss company that provides investment and wealth management services. The private company is based in Baar, CH and has subsidiaries in the United Kingdom. The company was founded by Robert Weeber and he has been the CEO since incorporation. | Director/Board Member | - |
Former positions of Kevin Moran
| Companies | Position | End |
|---|---|---|
| Frm Americas LLC | Compliance Officer | 31/12/2007 |
Financial Service Group, Inc.
 Financial Service Group, Inc. Investment ManagersFinance Financial Service Group, Inc. is a fee-only financial advisory firm located in Racine, WI. The private company's fiduciary financial and retirement planners serve clients in southeastern Wisconsin. The company's services include investment planning, retirement planning, tax planning, and more. Terri D'Alie, the Chief Operating Officer, has been with the company since its early years in Racine. | Corporate Officer/Principal | 30/09/2004 |
Tiedemann Advisors LLC
 Tiedemann Advisors LLC Investment ManagersFinance Tiedemann Advisors LLC is a SEC-registered wealth advisory firm headquartered in New York City. The firm was founded as Tiedemann Wealth Management LLC in 1999 and is a subsidiary of Alvarium Wealth Management Non-UK Ltd. in Great Britain. Tiedemann Advisors manages money for high-net-worth families and individuals as well as trusts, foundations, endowments, charitable organizations and other business or family related entities. | Compliance Officer | - |
Tiedemann Trust Co.
 Tiedemann Trust Co. Investment ManagersFinance Tiedemann Trust Co. provides investment advice. It offer investment advice, wealth planning and fiduciary services to wealthy families, trusts, endowments and foundations. The company was founded by Carl Hans Tiedemann III in 1999 and is headquartered in Wilmington, DE. | Chief Operating Officer | - |
Training of Kevin Moran
| Loyola University New Orleans | Undergraduate Degree |
| Boston University School of Law | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| ALTI GLOBAL, INC. | Finance |
| Private companies | 5 |
|---|---|
Tiedemann Advisors LLC
Tiedemann Advisors LLC Investment ManagersFinance Tiedemann Advisors LLC is a SEC-registered wealth advisory firm headquartered in New York City. The firm was founded as Tiedemann Wealth Management LLC in 1999 and is a subsidiary of Alvarium Wealth Management Non-UK Ltd. in Great Britain. Tiedemann Advisors manages money for high-net-worth families and individuals as well as trusts, foundations, endowments, charitable organizations and other business or family related entities. | Finance |
Tiedemann Trust Co.
Tiedemann Trust Co. Investment ManagersFinance Tiedemann Trust Co. provides investment advice. It offer investment advice, wealth planning and fiduciary services to wealthy families, trusts, endowments and foundations. The company was founded by Carl Hans Tiedemann III in 1999 and is headquartered in Wilmington, DE. | Finance |
Financial Service Group, Inc.
Financial Service Group, Inc. Investment ManagersFinance Financial Service Group, Inc. is a fee-only financial advisory firm located in Racine, WI. The private company's fiduciary financial and retirement planners serve clients in southeastern Wisconsin. The company's services include investment planning, retirement planning, tax planning, and more. Terri D'Alie, the Chief Operating Officer, has been with the company since its early years in Racine. | Finance |
Tiedemann Constantia AG
Tiedemann Constantia AG Investment ManagersFinance Tiedemann Constantia AG is a Swiss company that provides investment and wealth management services. The private company is based in Baar, CH and has subsidiaries in the United Kingdom. The company was founded by Robert Weeber and he has been the CEO since incorporation. | Finance |
| Frm Americas LLC |
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