Q&A with Whitney Fogle Lewis, Tiedemann’s New Chief Compliance Officer and Deputy GC

Tiedemann Advisors – one of the largest independent U.S. investment and wealth advisors for ultra-high-net-worth families, trusts, foundations and endowments – has tapped Dallas lawyer Whitney Fogle Lewis to be its chief compliance officer and deputy general counsel.

Lewis, a Harvard law grad who practiced at Skadden and Vinson & Elkins early in her career, has spent the past seven years at Dallas alternative asset management firm Carlson Capital, rising from associate counsel to deputy chief legal officer.

Tiedemann Chief Operating Officer and General Counsel Kevin Moran said Lewis’ “extensive experience executing regulatory compliance efforts and proven leadership qualities will enable us to promote efficiency and accuracy across our organization.”

Moran, who is based in New York, and Lewis will serve as the primary legal advisors for Tiedemann, which has nine offices across the U.S.

Lewis spoke with The Texas Lawbook about the move.