Wetherby Asset Management Employee Directory

Financial ServicesCalifornia, United States51-200 Employees

Wetherby Asset Management provides sophisticated investment advice and comprehensive wealth planning for families and individuals with significant wealth. As an independent advisory firm we offer objective, unbiased and thoughtful financial counsel centered on each client’s unique needs and priorities.

As of January 2022, our firm has joined forces with the highly regarded Seattle-based Laird Norton Wealth Management, expanding our expertise in a variety of wealth management disciplines.

Please see https://wetherby.com/disclosures/ for important disclosures.

Find Wetherby Asset Management employees' phone numbers or email addresses

Wetherby Asset Management Global Highlights

North America
100

United States Of America
99
Canada
1

Europe
4

United Kingdom Of Great Britain And Northern Ireland
3
France
1

Asia
1

United Arab Emirates
1

Wetherby Asset Management's Leadership

D. W.
Chief Technology Officer
Mobile Phone
Email
B. C.
Director, Research
Mobile Phone
Email
B. S.
Director Of Estate Planning
Mobile Phone
Email
A. P.
Wealth Manager And Shareholder
Mobile Phone
Email
B. A.
Wealth Manager
Mobile Phone
Email
B. C.
Wealth Manager
Mobile Phone
Email
C. C. C.
Wealth Manager
Mobile Phone
Email
C. T.
Wealth Manager
Mobile Phone
Email

Wetherby Asset Management Employee Metrics

100%

50%

2024

2023

Finance
Analytics
Operations
Human Resources
Administrative
Other

Contact profiles from Wetherby Asset Management

Name

Title

Contact Info

Location

Last Update

D. W.
Chief Technology Officer
Mobile Phone
Email
Apr 16, 2024
B. C.
Director, Research
Mobile Phone
Email
UNITED STATES
Oct 23, 2024
B. S.
Director Of Estate Planning
Mobile Phone
Email
United StatesCalifornia
Oct 17, 2024
A. P.
Wealth Manager And Shareholder
Mobile Phone
Email
UNITED STATES
Apr 05, 2023
B. A.
Wealth Manager
Mobile Phone
Email
United StatesCalifornia
Oct 21, 2024
B. C.
Wealth Manager
Mobile Phone
Email
United StatesNew York
Jul 31, 2024
C. C. C.
Wealth Manager
Mobile Phone
Email
United StatesCalifornia
Sep 18, 2024
C. T.
Wealth Manager
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
D. F.
Wealth Manager
Mobile Phone
Email
United StatesCalifornia
Oct 18, 2024
H. S. G.
Wealth Manager
Mobile Phone
Email
United StatesCalifornia
Oct 22, 2024

Frequently Asked Questions

What is Wetherby Asset Management known for?

Wetherby Asset Management was founded in 1990 operates in the Financial Services industry. The company's main headquarters is located in 580 California Street 8th Floor San Francisco, CA 94104 US; you can contact the main corporate office by phone at

+1-415-399-****

. Explore Wetherby Asset Management's company overview page for more information.

What is Wetherby Asset Management's most common email format?

Wetherby Asset Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Wetherby Asset Management email formats with LeadIQ.

How many employees does Wetherby Asset Management have currently?

Wetherby Asset Management has approximately 83 employees as of December 2023. These team members are located across 3 continents, including North AmericaEuropeAsia.

Who are Wetherby Asset Management's key employees and leadership?

As of December 2023, Wetherby Asset Management's key employees include:

Chief Technology Officer: D. W.
Director, Research: B. C.
Director Of Estate Planning: B. S.
Wealth Manager And Shareholder: A. P.
Wealth Manager: B. A.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.