Laird Norton Wetherby
Shelly Altman is a Senior Wealth Management Analyst at Laird Norton Wetherby, where expertise in investment advice and wealth planning for high net worth clients is demonstrated since November 2020. Prior experience includes roles at Urchin Systems as a Market Research & Strategy Consultant, where a go-to-market strategy for a SaaS product was developed, and at OCR Gateway, where product expansion and marketing strategies were executed. Earlier positions encompass Associate Strategy Consultant at Stax Inc., a Financial Analyst Intern at Amazon Web Services, and various financial roles at The TJX Companies, Inc. and Northeastern University. Shelly holds a Bachelor of Science in International Business from Northeastern University and a Bachelor’s Degree in Global Business from Dublin City University.
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.