Wetherby Asset Management
Robert Basso has extensive experience in the finance sector, currently serving as a Senior Client Service Associate and previously as a Financial Operations Associate at Wetherby Asset Management since September 2015. Prior to this role, Robert worked as a Financial Analyst in Commercial Banking at Wells Fargo from April 2013 to January 2015 and completed an internship focused on Exchange Floor Operations at Casey Securities LLC in June 2011. Robert also gained experience as a Trading Operations Associate at SSI Investment Management from September 2006 to May 2010. Academic qualifications include an M.B.A. in Finance from Pepperdine Graziadio Business School (2010-2012) and a B.S. in Business with a Finance concentration from the University of Southern California (2002-2006).
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.