Mariel Mendelsohn

Wealth Analyst at Laird Norton Wetherby

Mariel Mendelsohn is a Wealth Analyst at Laird Norton Wetherby, starting in November 2023, where research and strategy implementation aim to assist clients in achieving their financial and life objectives. Prior experience includes a role as Paraplanner/Associate Financial Advisor at WGG Wealth Partners from May 2019 to November 2023, focusing on client portfolio analysis and serving as the primary contact for inquiries. Mariel worked as a Relationship Manager at Bangerter Financial Services, Inc. from 2018 to 2019, specializing in alternative investments and client meeting preparation. Beginning career at Northwestern Mutual from 2016 to 2018 as a Financial Representative, Mariel marketed financial products to local business owners. Mariel holds a Bachelor's degree in Economics from California State University-Sacramento.

Location

San Francisco, United States

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Laird Norton Wetherby

Formed by the merger of Laird Norton Wealth Management and Wetherby Asset Management, Laird Norton Wetherby (LNW) serves exceptional families and individuals seeking to activate the full potential of their wealth. To help turn lifelong ambitions and multigenerational aspirations into reality, LNW brings to each client relationship a high level of care combined with deep expertise in wealth and legacy planning, investments, and trust and estate services. Offering both RIA (Registered Investment Advisor) and trust services, LNW is committed to providing clients with unbiased, independent guidance and solutions. LNW has offices in Seattle, San Francisco, New York, Los Angeles and Philadelphia, as well as an affiliated trust company in South Dakota, empowering clients across the U.S. and around the world. LNW is owned by employees and majority owned by Laird Norton Company, one of the longest-sustained family enterprises in the United States.


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51-200

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