Wetherby Asset Management
Amy Jones is a seasoned financial professional with extensive experience in asset management and investment research. Currently serving as a Senior Research Associate at Wetherby Asset Management, Amy previously held the position of Vice President of Managed Accounts at Charles Schwab from 1999 to 2004. Amy's educational background includes an MBA from the Haas School of Business at the University of California, Berkeley, and a BA in History from UCLA.
This person is not in any teams
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.