Tiffany Andersen

Sr. Managing Director | Partner at Clearstead Advisors

Role
Sr Managing Director at Clearstead
Location
Seattle, WA, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Tiffany Andersen

Finance professional with 18 years of financial strategy and project management, investment management experience, team leadership, and client service. • Demonstrated ability in financial analysis and forecasting, evaluating investment performance, balance sheet reconciliations, cash flow modeling, liquidity schedules, and spend rate analyses•Senior team member and Family Office Co-Director advising on strategies for HR, staffing needs, team integration and efficiency, processes, policies, and best practices Proven leader and experienced decision maker with significant experience managing projects to completion and owning financial reports and deliverables for both financial and non-financial audiences • Experience with portfolio management and investments across asset classes and investment structures as well as working with sensitive information for very high net worth families, endowments, foundations, and other institutions

Experience

  1. Sr Managing Director

    Clearstead

    Feb 2026 — Present · Seattle, WA, US

Education

  • NYU Stern School of Business

    MBA, Corporate Finance; Law & Business

    2012 — 2015

  • University of California, Berkeley

    Bachelor of Arts (B.A.), Legal Studies, Political Science

    2000 — 2004

Skills

  • Investments
  • Forecasting
  • Investment Banking
  • Fund of Funds
  • Microsoft Excel
  • Asset Managment
  • Family Office
  • Emerging Markets
  • Asset Allocation
  • Corporate Finance
  • Valuation
  • Project Management
  • Finance
  • Wealth Management
  • Financial Modeling
  • Due Diligence
  • Change Management
  • Hedge Funds
  • Financial Reporting
  • Investment Strategies
  • Alternative Investments
  • Private Equity
  • Equities
  • Asset Management
  • Venture Capital
  • Leadership
  • Management
  • Investment Management
  • Portfolio Management
  • Financial Analysis

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Tiffany Andersen — Sr Managing Director at Clearstead in Seattle, WA, US | Unifers