Jonathan Tiemann
Founder at Tiemann Investment Advisors LLC
Profile
Dr. Jonathan Tiemann is a President & Chief Investment Officer at Tiemann Investment Advisors LLC.
He founded Tiemann Investment Advisors in 2002.
He is currently serving on the Investment Committee for Theatreworks.
He is presently serving on a Working Group committee developing proposed language for the Accredited Investor rules, governing unregistered securities offerings.
Prior to co-founding Tiemann, Dr. Tiemann taught Finance at Harvard Business School for five years before leaving academia for Barclays Global Investors, where he became Chief Investment Strategist, responsible for nearly $200 billion in institutional assets.
He has also served as President and Chief Investment Officer of BARRA RogersCasey Asset Services, and as Chief Investment Officer for AdvisorTech Corporation.
From 2001 to 2011, he served as Chief Investment Strategist and head of the Investment Committee for the MyVest Corporation and currently serves as an Investment Committee Member for the Savant Group from 2008 through 2013.
He is considered a leading designer and developer of innovative techniques for customized portfolio management for individuals and organizations.
He also served on the Economic Advisory Board of the Financial Industry Regulatory Authority from 2005 through 2010, an organization that regulates broker-dealers.
He earned his B.S.
in Applied Mathematics from Yale University, an M.S.
in Operations Research from Stanford University, and his Ph.D.
in Finance from Yale University.
Jonathan Tiemann active positions
| Companies | Position | Start |
|---|---|---|
Tiemann Investment Advisors LLC
 Tiemann Investment Advisors LLC Investment ManagersFinance Tiemann Investment Advisors LLC (TIA) is a privately-held, SEC-registered investment advisor headquartered in Menlo Park, California. The firm was founded in 2002 by Jonathan Tiemann and Valerie Gardner. TIA offers portfolio management and portfolio consulting services to individuals and institutional clients. | Founder | 01/01/2002 |
Former positions of Jonathan Tiemann
| Companies | Position | End |
|---|---|---|
MyVest Corp.
 MyVest Corp. Miscellaneous Commercial ServicesCommercial Services MyVest Corp. provides scalable, customized wealth management services. It offers strategic portfolio system, portfolio management suite, middle office operations and professional services. The company was founded by William Hamilton Harris, Jr., Steve Warren and Chuck Lewis in 2001 and is headquartered in San Francisco, CA. | Corporate Officer/Principal | 31/12/2010 |
Financial Industry Regulatory Authority, Inc.
 Financial Industry Regulatory Authority, Inc. Miscellaneous Commercial ServicesCommercial Services Financial Industry Regulatory Authority, Inc. engages in the provision of securities regulation, complementary compliance, and technology-based services. Its services include writing and enforcing rules governing the activities of securities firms with brokers, examining firms for compliance with those rules, fostering market transparency, and educating investors. The company was founded in 2007 and is headquartered in Washington, DC. | Corporate Officer/Principal | 31/12/2009 |
AdvisorTech Corp.
 AdvisorTech Corp. Internet Software/ServicesTechnology Services AdvisorTech Corp. used to provide internet technologies and brokerage services to financial intermediaries. It also used to provide risk profiling, asset allocation, IT screening, online trading, performance reporting and real-time account access services. The company was headquartered in Boston, MA. | Corporate Officer/Principal | - |
| BARRA Rogerscasey, Inc. | Corporate Officer/Principal | - |
| Barclays Global Investors NA | Corporate Officer/Principal | - |
Training of Jonathan Tiemann
| Stanford University | Graduate Degree |
| Yale University | Doctorate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
| Barclays Global Investors NA | Finance |
AdvisorTech Corp.
AdvisorTech Corp. Internet Software/ServicesTechnology Services AdvisorTech Corp. used to provide internet technologies and brokerage services to financial intermediaries. It also used to provide risk profiling, asset allocation, IT screening, online trading, performance reporting and real-time account access services. The company was headquartered in Boston, MA. | Technology Services |
| BARRA Rogerscasey, Inc. | Finance |
Financial Industry Regulatory Authority, Inc.
Financial Industry Regulatory Authority, Inc. Miscellaneous Commercial ServicesCommercial Services Financial Industry Regulatory Authority, Inc. engages in the provision of securities regulation, complementary compliance, and technology-based services. Its services include writing and enforcing rules governing the activities of securities firms with brokers, examining firms for compliance with those rules, fostering market transparency, and educating investors. The company was founded in 2007 and is headquartered in Washington, DC. | Commercial Services |
MyVest Corp.
MyVest Corp. Miscellaneous Commercial ServicesCommercial Services MyVest Corp. provides scalable, customized wealth management services. It offers strategic portfolio system, portfolio management suite, middle office operations and professional services. The company was founded by William Hamilton Harris, Jr., Steve Warren and Chuck Lewis in 2001 and is headquartered in San Francisco, CA. | Commercial Services |
Tiemann Investment Advisors LLC
Tiemann Investment Advisors LLC Investment ManagersFinance Tiemann Investment Advisors LLC (TIA) is a privately-held, SEC-registered investment advisor headquartered in Menlo Park, California. The firm was founded in 2002 by Jonathan Tiemann and Valerie Gardner. TIA offers portfolio management and portfolio consulting services to individuals and institutional clients. | Finance |
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