Wetherby Asset Management

0 followers

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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 prioriti... Read more

Industries

Investment Management

Headquarters

San Francisco, US

Employees

Links

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CEO, Wealth Manager and Founder

Deb Wetherby

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Chief Operating Officer, Chief Financial Officer & Shareholder

Heather Bautista

Office Manager

Equity, Inclusion, And Culture Manager

Wealth Manager

Wealth Manager

Wealth Manager And Shareholder

Cfp® Nick Kanzaki

Wealth Manager

Brandon Gonzalez

Wealth Analyst

Aditya Maheshwari

Wealth Associate

Wealth Analyst

Senior Wealth Associate

Teams

Wealth Management Team

11 members

Client Services

6 members

Operations Team

4 members

Offices

This company has no offices yet

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