Wetherby Asset Management
Mason McCollum is a highly skilled finance professional with significant experience in client services and financial analysis. Currently serving as a Senior Client Service Associate at Laird Norton Wetherby since June 2022, Mason collaborates with the Client Service team to deliver exceptional service to ultra-high-net-worth clients. Previous roles include Office Assistant at Santa Clara University, managing various projects in Applied Mathematics, Engineering Management, and Civil Engineering departments, as well as a Financial Planning and Analysis Intern at Owens Corning, where Mason contributed to the preparation and analysis of financial statements. Additionally, experience as a Brand Operations Intern at Orion Hospitality Group involved utilizing property management software for revenue optimization. Mason holds a Bachelor of Science in Commerce with a focus on Finance from Santa Clara University, graduated cum laude, and participated in a summer program focused on Chinese language and culture at Beijing No.4 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.