Wetherby Asset Management
Aditya Maheshwari is an experienced finance professional currently serving as an Associate in Strategic Finance & Analytics at Fremont Group since February 2024. Prior to this role, Aditya held multiple positions at Laird Norton Wetherby from September 2019 to February 2024, progressing from Client Service Associate to Senior Wealth Analyst. Aditya's earlier experience includes a Fund Accounting Associate role at State Street and various internships, including Registered Investment Advisor Intern at Charles Schwab and Finance and Innovations Intern at Golden 1 Credit Union. Aditya holds a Bachelor of Science in Finance from Purdue University, completed in 2018, and an International Baccalaureate Diploma from Mira Loma High School, awarded in 2015.
Wetherby Asset Management
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.