Tammy Wiseman

partner/client service & Marketing Officer

Tammy Wiseman, Partner and Client Service & Marketing Officer, joined the firm in February 2008. She is responsible for implementing the firm’s client service and marketing programs as well as providing client service to investors and their consultants. Previously, Tammy held marketing and compliance officer positions at Nicholas-Applegate Capital Management for over 12 years. Prior to that, Tammy provided shareholder services to retail investors at Scudder Stevens and Clark and spent three years at Edward D. Jones providing client service and sales support. She attended California State University San Marcos where she studied Economics. Tammy has over 25 years of investment industry experience.