Wetherby Asset Management

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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 prioriti... Read more

Headquarters

San Francisco, US

Employees

51-200

Links

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Deb Wetherby
CEO, Wealth Manager and Founder

Deb Wetherby

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Steve Janowsky
Chief Operating Officer, Chief Financial Officer & Shareholder
Heather Bautista
Office Manager
Kerina Koch
Equity, Inclusion, And Culture Manager
David Ferguson
Wealth Manager
Jennifer Chan
Wealth Manager
Laura Pantaleo
Wealth Manager And Shareholder
Cfp® Nick Kanzaki
Wealth Manager
Patrick Callihan
Client Service Manager
Brandon Gonzalez
Wealth Analyst
Marie Antonette C. Pastor
Financial Service Associate
Aditya Maheshwari
Wealth Associate
Preeti Chamber
Wealth Analyst
Scott Dresser
Senior Wealth Associate
Aaron Mirandon
Senior Analyst
Amy Jones
Sr Research Associate