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Wetherby Asset Management
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People at Wetherby Asset Management
57 on file. Each links to their full profile, colleagues, and similar roles.
James KaenelSoftware AnalystKyle WinterbothamPrincipal and Investment AdvisorKatie BabcockSenior Investment AssociateBarbara AdamsonWealth ManagerTim KingsburyInvestment AssociateMike GrazianoPrincipal and Wealth ManagerBrendan JungInvestment AssociateAmy JonesSr. Research AssociateRobert BassoSenior Operations AssociateJustina LaiDirector of Impact InvestingKyle FilippelliFinancial Operations AssociateJack OlsonCFO, CCO, Director of OperationsAndrea HuertaFinancial Operations AssociateAlex RevelleResearch AssociateJohn MellWealth ManagerAmy AnvickSenior Administrative AssociatePatrick CallihanOperations Team LeadPaulyne KeefeAccounting and Compliance AssociateBrian ColvilleBusiness and Technology ConsultantKerina KochFinancial Operations AssociateEmily DurrFinancial Operations AssociateMaria PyatigorskySenior Investment AssociateChristy WuSenior Operations AssociateJen HicksPrincipal & Wealth ManagerNichole PerryOffice Manager & Executive AssistantDavid FergusonWealth ManagerDebra KuangSenior Investment AssociateSimonSenior Research AnalystTrevor HicksPrincipal & Director of TechnologyTheresa ArroyoFinancial Operations ManagerSarah CopelandSenior Investment Associate and Estate Planning SpecialistNicholas OngaroResearch AnalystKeon KhamsehpourInvestment AdvisorHolly GalbrechtInvestment AdvisorMike TroxellInvestment & Tax AssociateMegan TomFinancial Operations AssociateRonna PerelsonHuman Resources ManagerBong ChoiDirector of ResearchRia BonerBusiness Development AssociateChristy CovaleskyWealth ManagerJennifer ChanSenior Investment AssociateChris HauswirthPrincipalAllan JacobiRetiredDarren LocheInvestment Operations ManagerNick KanzakiSenior Financial Operations AssociateJason BackmanOffice ManagerDeb WetherbyCEO and Wealth ManagerDebra WetherbyCEONicole SchleiferAdministrative AssistantJonathan BrodySenior Analyst, Global Equity Manager ResearchAndrew PrattWealth Manager and ShareholderSteve HerzogPrincipal, Wealth ManagerKeiko YshiiAdministrative AssistantDeb WetherbyCEODeb WetherbyCEO and Wealth ManagerTheresa ArroyoFinancial Operations ManagerDavid RedoPRINCIPAL AND WEALTH MANAGER