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.

Wetherby Asset Management Global Highlights

North America
110

United States Of America
109
Canada
1

Europe
4

United Kingdom Of Great Britain And Northern Ireland
3
France
1

Wetherby Asset Management's Leadership

L. M.
CFO, CCO, Director Of Operations
Mobile Phone
Email
J. L.
Chief Impact Officer And Shareholder
Mobile Phone
Email
D. W.
Chief Technology Officer
Mobile Phone
Email
A. J.
Cto
Mobile Phone
Email
J. B.
Vice President
Mobile Phone
Email
B. S.
Director Of Estate Planning
Mobile Phone
Email
B. C.
Director, Research
Mobile Phone
Email
J. C.
Wealth Manager
Mobile Phone
Email

Wetherby Asset Management Employee Metrics

100%

50%

0%

2024

2023

Finance
Analytics
Operations
Human Resources
Administrative
Other

Contact profiles from Wetherby Asset Management

Name

Title

Contact Info

Location

Last Update

J. L.
Chief Impact Officer And Shareholder
Mobile Phone
Email
United StatesCalifornia
Jul 09, 2024
D. W.
Chief Technology Officer
Mobile Phone
Email
Apr 16, 2024
L. M.
CFO, CCO, Director Of Operations
Mobile Phone
Email
United StatesCalifornia
A. J.
Cto
Mobile Phone
Email
UNITED STATES
Apr 06, 2023
J. B.
Vice President
Mobile Phone
Email
CanadaOntario
Aug 04, 2024
B. S.
Director Of Estate Planning
Mobile Phone
Email
United StatesCalifornia
May 07, 2024
B. C.
Director, Research
Mobile Phone
Email
UNITED STATES
Aug 07, 2024
J. C.
Wealth Manager
Mobile Phone
Email
United StatesCalifornia
Jul 25, 2024
D. R.
PRINCIPAL AND WEALTH MANAGER
Mobile Phone
Email
United StatesCalifornia
Jul 25, 2024
B. A.
Wealth Manager
Mobile Phone
Email
United StatesCalifornia
Aug 06, 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 +1-415-399-9159. 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 2 continents, including North AmericaEurope.

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

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

CFO, CCO, Director Of Operations: L. M.
Chief Impact Officer And Shareholder: J. L.
Chief Technology Officer: D. W.
Cto: A. J.
Vice President: J. B.

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