Jeff Zlot

Director/Board Member at KKR INCOME OPPORTUNITIES FUND

54 year

Finance

Miscellaneous

Consumer Services

Profile

Mr. Jeffrey L.
Zlot is a Managing Director at Tiedemann Advisors LLC.
He has decades of experience working with clients to understand their goals and objectives; manage their investments; and integrate their investment strategy, philanthropy, and estate planning into a cohesive wealth management plan.
Mr. Zlot previously worked as a Financial Advisor in the Investment Management Consulting Group at Montgomery Securities and as a Research Analyst at Peter Hart Research Associates in Washington, D.C.
He is a Certified Financial Planner and holds a Bachelor of Arts degree in government from Colby College in Waterville, Maine.

Jeff Zlot active positions

Companies	Position	Start
KKR INCOME OPPORTUNITIES FUND	Director/Board Member	01/07/2013
Tiedemann Advisors LLC Tiedemann Advisors LLC Investment ManagersFinance Tiedemann Advisors utilizes a core exposure of third-party managers/investment themes in combination with shorter-term (generally 12-24 months) tactical investments in asset classes and/or geographic regions that the firm believes offer an attractive risk-adjusted return. The firm generally utilizes a “manager-of-managers” approach when advising managed account clients by allocating clients’ assets to non-affiliated investment advisers, portfolio managers and investment funds. They use fundamental, technical and cyclical analysis in conducting macro-economic research.	Portfolio Manager-Equities	01/10/2016
KKR Credit Opportunities Portfolio KKR Credit Opportunities Portfolio Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust	Director/Board Member	-

All active positions of Jeff Zlot

Former positions of Jeff Zlot

Companies	Position	End
The Presidio Group LLC (California) The Presidio Group LLC (California) Investment Banks/BrokersFinance Provide investment banking services	Director of Finance/CFO	01/01/2007
Jewish Community Federation of San Francisco Jewish Community Federation of San Francisco Miscellaneous Commercial ServicesCommercial Services Provides social services to the Jewish organizations	Corporate Officer/Principal	-
Presidio Merchant Partners LLC Presidio Merchant Partners LLC Investment ManagersFinance Offers investment advice	Compliance Officer	-
Montgomery Securities, Inc. Montgomery Securities, Inc. Investment Banks/BrokersFinance Provides investment banking services	Corporate Officer/Principal	-
Presidio Investors LLC Presidio Investors LLC Investment ManagersFinance Presidio Investors invests in lower middle market companies located in the United States with an enterprise value of USD 20 - 100 million and EBIDTA of USD 5 - 20 million. The firm targets companies operating in the fields of technology, media and financial services. It provides financing for growth and buyout capital requirements. They makes control investments and also takes a seat on the board of directors.	Chief Operating Officer	-

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Training of Jeff Zlot

Experiences
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Private companies

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Linked companies

Private companies	10
Presidio Merchant Partners LLC Presidio Merchant Partners LLC Investment ManagersFinance Offers investment advice	Finance
Presidio Capital Advisors LLC Presidio Capital Advisors LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
Tiedemann Advisors LLC Tiedemann Advisors LLC Investment ManagersFinance Tiedemann Advisors utilizes a core exposure of third-party managers/investment themes in combination with shorter-term (generally 12-24 months) tactical investments in asset classes and/or geographic regions that the firm believes offer an attractive risk-adjusted return. The firm generally utilizes a “manager-of-managers” approach when advising managed account clients by allocating clients’ assets to non-affiliated investment advisers, portfolio managers and investment funds. They use fundamental, technical and cyclical analysis in conducting macro-economic research.	Finance
KKR Credit Opportunities Portfolio KKR Credit Opportunities Portfolio Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust	Miscellaneous
Montgomery Securities, Inc. Montgomery Securities, Inc. Investment Banks/BrokersFinance Provides investment banking services	Finance
Colby College Colby College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
The Presidio Group LLC (California) The Presidio Group LLC (California) Investment Banks/BrokersFinance Provide investment banking services	Finance
Jewish Community Federation of San Francisco Jewish Community Federation of San Francisco Miscellaneous Commercial ServicesCommercial Services Provides social services to the Jewish organizations	Commercial Services
Presidio Investors LLC Presidio Investors LLC Investment ManagersFinance Presidio Investors invests in lower middle market companies located in the United States with an enterprise value of USD 20 - 100 million and EBIDTA of USD 5 - 20 million. The firm targets companies operating in the fields of technology, media and financial services. It provides financing for growth and buyout capital requirements. They makes control investments and also takes a seat on the board of directors.	Finance
KKR Income Opportunities Fund KKR Income Opportunities Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust	Miscellaneous

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