Wetherby Asset Management
Patrick Callihan has accumulated significant experience in the financial services industry, currently serving at Wetherby Asset Management since April 2013 in various roles including Client Service Manager, Operations Team Lead, Senior Financial Operations Associate, and Financial Operations Associate. Prior experience includes a position as a Team Member at Target from 2012 to 2013 and as a Teller Specialist 1 at VyStar Credit Union from October 2011 to April 2012. Patrick holds a Bachelor of Science degree in Social Sciences/Economics from Florida State University, obtained in 2011.
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.