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.

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Wetherby Asset Management Global Highlights

North America
102

United States Of America
101
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
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B. C.
Director, Research
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B. S.
Director Of Estate Planning
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A. P.
Wealth Manager And Shareholder
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B. A.
Wealth Manager
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B. C.
Wealth Manager
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C. C. C.
Wealth Manager
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C. T.
Wealth Manager
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Wetherby Asset Management Employee Metrics

100%

50%

0%

2024

2023

Finance
Analytics
Operations
Human Resources
Administrative
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Contact profiles from Wetherby Asset Management

Name

Title

Contact Info

Location

Last Update

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

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