HubSpot sets this cookie to keep track of the visitors to the website. I joined Wetherby Asset Management in 2019. Through the years, Deb has been recognized for her success, being named one of the Top 50 Women in Wealth Management with the firm being listed in the Top 50 Fee-Only RIAs, and Top 50 Wealth Management RIAs. This cookie is set by GDPR Cookie Consent plugin. This is the main cookie set by Hubspot, for tracking visitors. In any business, each person on the team is unique. As a Wealth Associate, I collaborate with our wealth managers and client service team on portfolio management and planning services for our clients. I have been lucky enough to travel, live, study, volunteer and work professionally in many regions of the world. in Finance with pre-law focus from University of Illinois, Champaign-Urbana, Running, hiking, camping and spending time outdoors with family and friends, Reading and listening to music, playing the guitar, Playing, coaching and watching sports, especially baseball and hockey, Enjoying dinner parties and barbeques with close friends. When I arrived at Wetherby in 2005, I was struck by its orientation toward client service as opposed to sales, and by the unique culture. Now I apply this education along with my background in operations and service to help our clients meet their goals. yd, 2.5 mil, 1 roll per pallet, 3M Scrim Reinforced Adhesive Transfer Tape 97053, Clear, 56 in, 2.5 Its these interactions that ultimately determine the risk-return profiles our firm uses to manage client portfolios. in Finance from University of Colorado, Wells Fargo & Company, Financial Analyst, 2013-2015, Provided credit analysis and support to a team of commercial banking professionals that served the financial needs of middle-market companies in a variety of businesses, SSI Investment Management, Trading Operations Associate, 2006-2010, Handled back office trade settlements and managed the firms prime brokerage relationships on a day-to-day basis, MBA with a concentration in Finance, Pepperdine University, B.S. This cookie is passed to HubSpot on form submission and used when deduplicating contacts. I joined Wetherby Asset Management in 2018. I joined Wetherby Asset Management in 2020, drawn to the firms focus on relationship building and commitment to serving both clients and our community. I have found that my psychology background has come in very handy as a Wealth Advisor. #weatherby, Bet youre feeling hungry now #turkeypotpie Ano. in Business Administration, University of Southern California, Following professional and college sports, At 28, became trusted advisor and CFO for a legendary Pacific Northwest family, helping them start their family office, Led the Threshold Group as it transitioned from a single-family office into a multi-client office, developing and leading the national family office practice and ultimately merging the company into Tiedemann Advisors, Guided Laird Norton Wealth Management through the pandemic and mergers with like-minded companies (Filament & Wetherby) to forge a company that is creating value for all its stakeholders clients, employees, owners, and communities, B.A. Dalton in Mechanical Engineering (Minor in Economics [Macro]) from University of Illinois at Urbana-Champaign. and Prior to joining Wetherby Asset Management in 2005, Steve ran his own hedge fund following an earlier stint as a hedge fund portfolio manager and analyst. Please fill out the fields below, your download will automatically start. Graduating college into the depths of a recession was not something I expected, even as an economics major. We love it when prospective clients really want to dig in and learn about us to do thorough due diligence and to ask tough questions. Working in technology, you can never be quite sure what the day has in store for you. This cookie is set by Google Analytics and is used to distinguish users and sessions. Need expert advice? Id describe it as a mix of challenging and fabulous, Participated in developing the Wells Fargos Advantage Funds brand, and wrote and produced a family of brochures and other marketing materials to promote Wells Fargos mutual funds, Received a Certificate in Financial Planning, as well a Certificate in Professional Fiduciary Management for Trustees, Learned how to be a competent financial planner and investment advisor, Retirement Income Certified Professional, Masters in International Management from University of St. Thomas Graduate School of Business, B.S. Throughout my career, I had always heard about Wetherby as a remarkable place. I joined Wetherby Asset Management in 2014. He supports Wetherbys investment, asset allocation and manager selection processes. North Yorkshire If I had to pick three words to describe the Wetherby culture, Id say supportive, dedicated and fun. Cara started her career at BlackRock Financial Management in New York, where she worked for seven years as a vice president in the institutional tax-exempt client service area. That is an obligation we all take seriously., "If I take care of our people, they can take care of our clients, and we all win. in Journalism and English from Bemidji State University, Took a year break in between jobs, and spent that time traveling in Latin America, learning Spanish and doing volunteer work, Enjoy living in San Francisco and attending art events including theater and opera, Enjoy silent films from the 1920s and 30s, and attending the annual Silent Film Festival in San Francisco, SCU Fellowship Intern, Heaven Holdings Rwanda, 2019, Supported finance and management teams by implementing efficient data management procedures reducing overall operating costs, B.A. Here, the analytical focus of my undergraduate and graduate studies biomedical engineering and business are valuable in the world of investment management. I really love collaborating with our clients. Leader Capital Corp., Fixed Income Analyst, 2014-2015. For help with product selection and use, consult your on-site safety professional, industrial hygienist, or other subject matter expert. Now as a Wealth Associate, I focus on supporting our clients goals and needs with the highest quality of service. I enjoy working with a dedicated and committed team, motivated by high standards of excellence in service and a strong client-first focus. in Business Administration from University of Washington, Trustee and former Chair of the Board of Trustees, Washington Chapter of The Nature Conservancy, Board President, Wilderness Awareness School, Devoted to, and proud of, my two daughters, Delight in the great outdoors and being out in nature, Attempt to play guitar and sing country western, Assistant Practice Manager, The Maas Clinic, 2019 2020, Welcomed all patients, performed initial patient assessment and analysis, updated and maintained medical records, documents, and pathology reports for patients, General Manager, The Bar Method Headquarters, 2016 2019, Oversaw staff training and development, site operations and implementation of new programs, managed purchasing, sales, marketing and customer accounts, enhanced operational success and client satisfaction through implementation of best practices, B.S. Matthew began his career in finance early, majoring in finance and risk management at the University of South Carolina. From the time I was introduced to the team at Wetherby, it was clear that the firm cares about its employees just as it strongly as it cares about its clients. When the opportunity arose to transfer to San Francisco, she immediately responded so she could return to the Bay area, where shed gone to college. . When I joined Wetherby, it was considered a pioneer, and it still is. in Finance and Risk Management & Insurance from University of South Carolina Darla Moore School of Business, Becoming a Certified Financial Planner certificant last year with incredible support from my colleagues, Becoming a mentor at Wetherby, where I can help support others in the way I feel lucky to have been supported, Working with clients to manage significant milestones and changes in their lives, B.A. What made Wetherby unique when I joined is still the same today: we focus on whats best for the client. Their commitment to putting clients first resonated with me and allowed me to see firsthand a unified approach to client service. A Chartered Financial Analyst, David holds a Bachelor of Arts in Business Administration from the University of Washington. Keep up-to-date on all future manufacturer price increases, Mineral based, bonding and reinforcing basecoat for Acrylic and Silicone Renders, Can be applied to all substrates Masonry, Silicone Calcium Render Boards, Insulation. or if you are doing it yourself you can find suppliers local to you. Google Analytics sets this cookie, to determine new sessions/visits. John began his career as a Wetherby associate in its San Francisco office in 2004 where he worked with a variety of individual and non-profit clients. Immediately prior to joining Wetherby in 1998, Chris co-founded and ran Hauswirth & Dunn Investment Management. in Finance and Risk Management and Insurance, the University of South Carolina and is a, Becoming a Certified Financial Planner certificant, Working with clients through difficult times in their lives and knowing the comfort they have in working with our firm, Co-leading the client experience team at Wetherby to help continua, Love watching sports, especially all things University of South Carolina Gamecocks. It was a valuable experience, but I also learned that I preferred to advise individuals and help them develop their financial plans. I joined Wetherby Asset Management in 2019. Maria holds a B.S. As a Wealth Associate, I work with our Wealth Managers and client service team to implement portfolio recommendations and financial planning strategies which are tailored to our clients unique situations. in Applied Economics and Business, University of Oregon, Spending quality time with my friends and family, Exploring the outdoors and going on hikes in nature, Seiler LLP,Receptionist / Administrative Assistant, 2017-2018, Managed front desk activities for the San Francisco office and performed various administrative tasks for Tax Group, BlackRock, Administrative Associate, 2012-2016, Supported the Corporate Services Team, organized executive-level global meetings, monitored multiple incoming calls and answered inquiries, Devoted animal lover and advocate for animal rescues, Antique shopping at flea markets and vintage stores, Made a partner at Seneca Capital early in career, Helped lead first intern program at Wetherby and managed initial cohort as part of a commitment to growing diversity in the industry and supporting first-generation students, Has taken leadership roles in industry and community organizations, including the Financial Planning Association of Northern California and the San Francisco Foundation Professional Advisors Council, B.A. All fields are required unless indicated optional. There, he held a number of corporate finance and private client advisory roles in New York, London and San Francisco, advising corporate clients and wealthy families in the U.S., Europe, Asia and the Middle East. These cookies track visitors across websites and collect information to provide customized ads. As the head of the firms investment team, Ron determines the firms investment strategy, directs the investment selection process, and works in tandem with our client service teams to deliver investment solutions to meet each clients unique needs. B.B.A in Finance and International Business, Exploring nature with either a backpack, bike or some scuba tanks, Traveling to a new country, getting to know new peoples and cultures, The California Aggie, Editor-in-Chief, 2015-2017, Developed and led a $1.2 million fundraising campaign, created 60 student jobs and returned the 103-year-old newspaper to print publication after a three-year hiatus, B.A. I also work closely with our office management and finance teams to ensure that our team is well taken care of, efficiently and effectively. I feel a great sense of fulfilment and gratitude for having successfully shepherding clients through multiple market crises the 1997 Asian Crisis, the Tech Bubble, the Great Financial Crisis and the recent pandemic. Justina is Professional Faculty at the University of California, Berkeleys Haas School of Business and is a Fellow of the RSA. I also hoped to broaden my experience from hedge funds to a wider range of asset classes, plus I wanted to have a closer relationship with clients to help them achieve their financial goals. He supported the firms business development and branding activities, while working closely with its investment advisors. Four-way adjustable comb. YouTube sets this cookie via embedded youtube-videos and registers anonymous statistical data. I am proud to work on a team that is dedicated to diversity and equality in the financial profession. Delivery will always take place on a weekday (Mon - Fri). Please call us on, Use left/right arrows to navigate the slideshow or swipe left/right if using a mobile device. She views the best way to provide value is to think holistically, and her experiences in operations and investment planning are useful every day in her client interactions. How does a psychology major with an eye toward medical school end up as an investment advisor? Outside of his work at Wetherby, Mike serves on the Planned Giving Advisory Committee for the Buck Institute for Research on Aging. After graduating with a bachelors degree in economics from University of California, Berkeley, Debra began her career at the Institute of Private Investors, where she helped coordinate private conferences between industry professionals and individual and family investors in an educational, non-sales environment. As a Client Service Associate, I partner with the rest of our client service team to help ensure client needs are met efficiently and accurately. Her experience crafting client-friendly wealth management messaging for the bank spurred a transition to finance in 2014, when she began as an investment professional. Water repellent. During law school, two different internship experiences really shaped my career path and helped me decide what I did and didnt want to do. in Sociology, California State University East Bay, Solving fun puzzles like the Rubiks cube, First Republic Bank, Digital Banking Associate, 2014-2015, Provided client support for personal and corporate digital products, B.S. I joined Wetherby Asset Management in 2022. in Business Administration & Information Systems from San Francisco State University, Polaris Wealth Advisory Group, Client Service Associate 2021-2022, Worked alongside the Finance Operations Team to onboard new clients, monitor transfer of assets, and process any transactions or account maintenance requests, Supported an investment advisor in conducting securities research, rebalancing client portfolios, and processing client account maintenance or money movement requests, B.A. a team of advisors with client account maintenance and reporting, where he has been supporting clients and advising them on, Matthew holds a B.A. For me, it began with a discussion with campus recruiters which led to a first job at an investment management firm. As a Client Service Associate, I support the client service team and assist clients with their various day-to-day requests. As a Client Service Associate, I collaborate with various teams to ensure that our clients financial needs are met with the utmost care and attention to detail. I decided to make the transition from a large bank because I was attracted by the independence and client-first focus at Wetherby. Coach volleyball teams and continue to play for fun, Enjoy traveling, and my husband and I try to explore at least one new destination each year, highlights include Bora Bora, Germany, The Netherlands and Argentina, Competed in a technology based reality show, called BattleIT, Had the opportunity to work at the Google campus, while employed by Accenture, Developed proprietary systems relating to patient information and medical records while at diaDexus, Certified Information Systems Security Professional, Enjoy exploring the city of San Francisco with my family, Even though Im 68 tall, Im terrible at basketball I do enjoy ice hockey and golf, Will take almost any opportunity to try something new learning really drives me. What I couldnt have known at the time was that those circumstances would lead me to an incredibly fulfilling career. After beginning his career as a Research Analyst at Franklin Templeton Investments, Keon joined Charles Schwab Investment Management as a Performance Analyst. I was young and knew there would be opportunities for me to learn as much as I could handle. in the Seattle area, where she handled tax compliance, assurance and advisory services for high net worth individuals, mid-sized businesses and not-for-profit entities. After gaining experience in project management and budgeting at an architecture firm, a desire to work with clients directly led him back to wealth management. I am a big Lakers fan. Ends from. in Business Administration from California Polytechnic State University, San Luis Obispo, Coached my sons Little League baseball team for five seasons, Enjoy cycling in Marin and spending time with my wife and two children, Embarcadero Financial Group, Client Service Associate, 2015-2019, Supported advisors by constructing comprehensive financial plans for clients, analyzing insurance options and assessing and implementing new benefit programs, B.A. , Mike serves on the Planned Giving Advisory Committee for the client service is a Fellow the! Of business and is a Fellow of the world clients meet their.! To advise individuals and help them develop their financial plans valuable experience, but I also that! Now as a Wealth Associate, I collaborate with our Wealth managers and client service team and assist with! In technology, you can find suppliers local to you keep track of the visitors the! 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