Wetherby Asset Management
Brandon Gonzalez is a finance and business analytics graduate from Santa Clara University, where education was completed in 2020. Currently serving as a Wealth Analyst and previously as a Senior Client Service Associate at Laird Norton Wetherby since June 2020, Brandon has developed a strong foundation in client service and financial analysis. Prior experience includes working at the Santa Clara University ACCESS Card Office as a Student Office Assistant, where assistance was provided to students, staff, and faculty in managing identification and access services. As an SCU Global Fellowship-Finance Intern at Heaven Holdings Ltd., Brandon created an automated Excel database for invoicing and developed pricing strategies for tours. Earlier work as an Office Assistant at WePlay Indoor Soccer Complex involved organizing leagues and managing payments.
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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.