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.

Investment Management

Wetherby Asset Management

Wetherby Asset Management's headquarters in San Francisco, CA, United States

Deb Wetherby

Preeti Chamber

Brandon Gonzalez

Laura Pantaleo

David Ferguson

Kerina Koch

Steve Janowsky

The Wealth Management Team at Wetherby Asset Management provides personalized investment advice and comprehensive wealth planning tailored to the unique needs and priorities of affluent families and individuals. Leveraging a collaborative approach that combines the expertise of seasoned wealth managers, analysts, and associates, the team offers objective and unbiased financial counsel to help clients achieve their financial goals and preserve their wealth for future generations.

Wealth Management Team

The Client Services team at Wetherby Asset Management is dedicated to ensuring exceptional client experiences by providing comprehensive support and personalized service. This team handles day-to-day client interactions, manages account transactions, assists with financial planning inquiries, and acts as a liaison between clients and other departments to ensure their unique needs and priorities are met efficiently and effectively.

Client Services

The Operations Team at Wetherby Asset Management ensures the smooth and efficient functioning of the firm's daily activities. They handle client account management, transaction processing, and reconciliation while also providing exceptional client service and support. The team is integral in maintaining operational excellence to enhance client satisfaction and uphold the firm's high standards of service.

Wetherby Asset Management

Org chart

Teams

Wealth Management Team

Client Services

Operations Team

Offices

Wetherby Asset Management

Org chart

Teams

Wealth Management Team

Client Services

Operations Team

Offices

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