Wetherby Asset Management
Jennifer Chan, CFA, currently serves as a Wealth Manager at Laird Norton Wetherby since January 2024, having previously held the same role at Wetherby Asset Management from January 2016 to December 2023. In this capacity, Jennifer advises clients on wealth and portfolio management, oversees the implementation of financial strategies, and engages the next generation of clients in financial education. Prior experience includes several roles at Wells Fargo Private Bank from September 2014 to December 2015, including Investment Professional and Investment Associate, where responsibilities involved client portfolio management and research support. Jennifer holds an MBA in Finance from Yale School of Management and a B.A. in Communication from the University of Southern California.
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.