Wetherby Asset Management

Investment Bank/Securities Brokerage - San Francisco, CA, US

Wetherby Asset Management Employees
Kiana Cochran

Administrative Associate

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Kyle Filippelli

Associate

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Shelly Altman

Client Service Associate

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Amin Baradaran

Senior Investment Associate

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Nick Kanzaki

Wealth Advisor

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Alexandra Harris

Senior Wealth Associate

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Debra Kuang

Wealth Advisor

Contact Debra Kuang

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Wetherby Asset Management Senior Management
Yolandab Ashley

Founder & CEO

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Steve Janowsky

Chief Operating Officer, Chief Financial Officer & Shareholder

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Trevor Hicks

Chief Technology Officer and Shareholder

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Wetherby Asset Management Details

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.

Wetherby Asset Management logo, Wetherby Asset Management contact details
Website: wetherby.com
Employees: 100 - 249
HQ: 415-399-9159
Location: San Francisco, CA, US
Revenue: 20 - 50 Million
Independent Financial Advice Wealth Planning Investment Bank/Securities Brokerage Management Investment Open-ended Investment Management
Wetherby Asset Management Technologies
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