Jennifer Chan

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.