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.

Investment Management

Wetherby Asset Management

Deb Wetherby

Scott Dresser

Preeti Chamber

Aditya Maheshwari

Amy Jones

Aaron Mirandon

Marie Antonette C. Pastor

Brandon Gonzalez

Patrick Callihan

Cfp® Nick Kanzaki

Laura Pantaleo

Jennifer Chan

David Ferguson

Kerina Koch

Heather Bautista

Steve Janowsky

The Operations Team at Wetherby Asset Management ensures the smooth and efficient functioning of the firm's daily activities. They handle client account management, transaction processing, and reconciliation while also providing exceptional client service and support. The team is integral in maintaining operational excellence to enhance client satisfaction and uphold the firm's high standards of service.

Operations Team

Wealth Management Team

Client Services

Operations Team

About

Team members

Other teams at Wetherby Asset Management

Wealth Management Team

Client Services