Jeffrey Zlot

Managing Director
ALTi Tiedemann Global

Jeffrey Zlot, Managing Director at ALTi Tiedemann Global, brings decades of experience in comprehensive wealth management for high-net-worth individuals and families. As co-founder of Presidio Capital Advisors and a key figure in its evolution through Tiedemann Advisors to ALTi, Jeff has demonstrated expertise in integrating investment strategy, philanthropy, and estate planning. His career, spanning roles at Montgomery Securities and Peter Hart Research Associates, provides him with a unique blend of financial acumen and policy analysis skills. A Certified Financial Planner™ with a BA in Government from Colby College, Jeff combines professional excellence with community dedication, as evidenced by his position on the SFJCF’s Endowment Committee.