Laird Norton Wetherby
Yvonne Razo is a seasoned finance professional currently serving as a Senior Client Associate at Laird Norton Wetherby, specializing in Trust and Estate Administration since January 2024. Previously, Yvonne has extensive experience at Laird Norton Wealth Management, where roles included Fiduciary Analyst, focusing on financial planning and portfolio management, as well as Client Associate positions handling client communications and estate management. Earlier experience includes serving as a Senior Client Administrator at BMO Harris Private Banking, concentrating on Institutional Trust Administration. Yvonne holds an Associate of Arts degree from Olympic College and two Bachelor's degrees in Business Administration and Management from Western Washington University.
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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.