Wetherby Asset Management
Andrea Huerta is a seasoned finance professional with extensive experience in wealth management and client services. Currently serving as a Senior Wealth Associate at Wetherby Asset Management since February 2017, Andrea provides sophisticated investment advice and wealth planning for high net worth clients. Prior to this role, Andrea worked at Funding Circle US from December 2014 to January 2017, holding various positions including Senior Loan Operations Analyst and Senior Client Service Associate, contributing to the support of small business loans. Andrea holds a Bachelor's degree in Business Administration from Notre Dame de Namur University and is a graduate of Half Moon Bay High School.
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.