About Us

About Us 2018-07-12T11:57:10+00:00

About Dr. Jonathan Tiemann, founder of Tiemann Investment Advisors, LLC

JTBedford3Jonathan Tiemann, TIA’s founder, president and chief investment “guru,” has 30 years of investment experience, which include nearly a decade in academia and now more than twenty years managing money and designing investment services. He earned his B.S. in Applied Mathematics from Yale University, an M.S. in Operations Research from Stanford University, and his Ph.D. in Finance from Yale University.

Dr. Tiemann taught Finance at Harvard Business School for five years before leaving academia for Barclays Global Investors (formerly Wells Fargo Nikko Investment Advisors and currently Blackrock), where he became Chief Investment Strategist, responsible for nearly $200 billion in institutional assets. Dr. Tiemann has also served as President and Chief Investment Officer of BARRA RogersCasey Asset Services, and as Chief Investment Officer for AdvisorTech Corporation.

From 2001 to 2011, Dr. Tiemann served as Chief Investment Strategist and head of the Investment Committee for the MyVest Corporation.  He served as an Investment Committee Member for the Savant Group from 2008 through 2013 and he is currently serving on the Investment Committee for Theatreworks.  Dr. Tiemann is considered a leading designer and developer of innovative techniques for customized portfolio management for individuals and organizations. Dr. Tiemann has spoken and written extensively in the area of investment management, and served on the Economic Advisory Board of the Financial Industry Regulatory Authority (FINRA, formerly, the National Association of Securities Dealers (NASD) from 2005 through 2010, an organization that regulates broker-dealers). He is presently serving on a Working Group committee developing proposed language for the Accredited Investor rules, governing unregistered securities offerings. For additional and downloadable information for Dr. Tiemann, click here to download a CV and here to download a Bio.

Meet the Team

Jonathan Tiemann
Jonathan TiemannPresident & Chief Investment Officer
B.S. Mathematics, Yale University, M.S. Operations Management, Stanford University, Ph.D. Finance, Yale University. Taught at Harvard Business School. Managed nearly $200 billion in institutional funds at Barclay’s Global Investors. President and Chief Investment Officer of BARRA RogersCasey Asset Services, and served as Chief Investment Officer for AdvisorTech Corporation. Founded Tiemann Investment Advisors in 2002.
Valerie Gardner
Valerie GardnerPrincipal and Business Manager
B.A. English, Colgate University, M.B.A. Yale School of Management, J.D. Northeastern University School of Law. Co-founder, CFO/General Counsel of Willow Peripherals (1987-1992); CFO/General Counsel of WebTV Networks (1995 through its acquisition by Microsoft in 1997); VP Finance, Microsoft. Co-founded Tiemann Investment Advisors with Dr. Tiemann in 2002. Developed TIA’s Future Generation Portfolio in 2014. Managing partner for TIA’s Einstein Energy Fund, launching 2018.
Bill Stocklin
Bill StocklinManaging Director
Formerly founder and president of Stocklin Capital Management, which he ran for more than a dozen years, prior to merging with TIA in 2012 and subsequently serving as a Managing Director. Mr. Stocklin has an engineering degree and also earned his CFA (Chartered Financial Analyst) and his CIC (Chartered Investment Counsellor) designations.
Stan Thomas
Stan ThomasManaging Director
B.S. Business Administration, University of California at Los Angeles, M.B.A. Stanford University, Graduate School of Business. Managing Member, Thomas & Atkinson Capital Management LLC, (formerly Thomas Capital Management LLC), Menlo Park, California from 2003 to 2015. Vice President and Portfolio Manager at Seton Smoke Capital Management, from 1994 to 2003. Joined TIA as a Managing Director in 2015.
Kathy Anderson
Kathy AndersonOffice Manager
Ms. Anderson served as Atherton Town Arborist and a senior Staff Member for many years, where she partnered with Ms. Gardner in organizing a number of community environmental events and brought a can-do attitude to all her endeavors. She joined TIA in January, 2012 where her vast administrative expertise, event planning and general organizational skills keep the office running smoothly.
Sarah (Sala) Tiemann
Sarah (Sala) TiemannSummer Associate
Ms. Tiemann, a freshman U.C. Berkeley, joined Tiemann Investment Advisors as a 2017 summer associate.  Ms. Tiemann assisted with analysis, research and development of a special project to design and compile data for an alternative “energy sector” portfolio design utilizing predominantly nuclear power equities.