Brian Pierson

Brian brings over two decades of experience working with multi-generational families to create coordinated advice and comprehensive solutions, delivered with open communication and transparency. He has a keen interest in technology and has developed a holistic family office software system.

Brian worked at Tiedemann Advisors prior to the transaction that created AlTi, and, before that, Presidio Capital Advisors where he was a Managing Director and co-lead the firm’s Washington, D.C. office and also served on its Leadership Committee. Going back further, Brian was a Director at Convergent Wealth Advisors working in both the Seattle and Washington D.C. offices.

Brian is member of the Washington DC Estate Planning Counsel and is a CERTIFIED FINANCIAL PLANNER™, Certified Investment Management Analyst® and Certified Private Wealth Advisor® and earned a Bachelor of Science degree from the Calloway School of Business and Accountancy at Wake Forest University.

Brian’s passion for good investing and wealth planning extends beyond AlTi as he routinely volunteers his time with Junior Achievement, at the Metro Washington Financial Planning Days and at the CFP Board during Exam Writing and Reviewing Workshops.