Tristan Caudron

Tristan Caudron

Managing Director - Investments

Phone: 703-739-4545
E-mail:
 

As a senior partner in the Speck – Caudron Investment Group of Wells Fargo Advisors, Tristan Caudron brings extensive experience in long-term investment strategies, as well as specialized knowledge in comprehensive investment planning. Tristan earned his bachelor’s degree in economics and psychology and his master’s degree in finance from Georgetown University.

 
Before joining Wachovia Securities in 1995, he served as Executive Director of the Ellington Fund of the Duke Ellington School of the Arts in Washington, D.C.  Tristan is also an Accredited Asset Management Specialist and Chartered Retirement Planning Counselor, allowing him to provide a wide range of financial services to our clients. As part of the Speck – Caudron team, he has been recognized as one of Virginia’s top financial advisors in Virginia Business magazine1.  Tristan is active in the community and serves on a number of boards and committees, including the Carderock Springs Elementary School Educational Foundation, Commonwealth Academy, the Campagna Center, and Westmoreland Children’s Center. He is also the head coach of two local youth soccer teams.

1Rankings were based on quantitative and qualitative criteria as well as by examining regulatory records and talking with peers, supervisors, clients and the advisors themselves. Portfolio performance is not a criterion because most advisors do not have audited track records.