Wetherby Asset Management
Lisa Spaulding PMP is a seasoned project and program management professional with extensive experience in the financial services sector. Currently serving as Senior Manager of Projects and Programs at both Laird Norton Wetherby and Wetherby Asset Management since September 2018, Lisa collaborates with senior management to define and oversee the firm's project management methodologies and strategic projects. Prior to this, Lisa held various leadership roles at East West Bank, including FVP Project Portfolio Methodology Manager, where responsibilities included leading the enterprise PMO project portfolio and enabling executive management to meet organizational goals. Career history also includes significant positions at Fiserv and United Commercial Bank, focusing on IT application management and client services. Lisa holds a B.S. in Business Administration with a concentration in Finance from California State University-Fresno.
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.