Worked closely with a few teams of financial advisors and provided excellent client service to High-net-worth individuals and institutions. As a Wealth Advisor, I work with our client service team to provide superior portfolio management and planning services to our clients. Ron has decades of experience guiding investment policy and advising clients during market turbulence, including through the tech bubble, the Great Financial Crisis, and, most recently, the global pandemic. As the Equity, Inclusion, and Culture Manager, I am responsible for developing the firms strategic diversity, equity, and inclusion (DEI) goals and administering the DEI program. I joined Wetherby Asset Management in 2017. As Manager of Financial Operations, and I work to set procedures, train team members and manage tasks specific to client service and client reporting. I hope clients would describe me as knowledgeable and helpful. in Economics from Middlebury College, Have traveled to 31 countries and enjoy exploring new places, meeting new people, learning new things and getting different perspectives, Enjoy playing cards and games with my children, as well as watching their sporting events, Love being active outdoors with family and friends, including biking, hiking, swimming and tennis, UCSF Medical Center, Practice Coordinator, 2019, Supported practice operations while communicating with and supporting the needs of patients, Starbucks Coffee, Shift Supervisor, 2013-2019, Performed store operations while guiding employees and delegating tasks to ensure quality customer service, B.S. Enjoy biking through various parts of Northern California, cooking, reading and music (including playing the drums), East West Bank, Project Portfolio & Methodology Manager, 2009 2018, Led large-scale, cross-functional project initiatives, United Commercial Bank, Business Solutions Manager, 1995 2009, Partnered with divisional managers to leverage technology systems to achieve business goals, B.S. A strong believer in financial literacy, Holly volunteers for the FPAs annual Financial Planning Day and has taught financial literacy classes for Junior Achievement and EARN, one of the largest providers of goal-based savings accounts in the U.S. I joined Wetherby Asset Management in 2020. I could tell from early on in my introduction to Wetherby that their philosophy around investing in their people and cultivating talent from within was genuine. As an Administrative Associate, I support the Wetherby team by handling requests and fulfilling tasks to help keep our office running efficiently. It gave me a chance to apply my fairly eclectic background and set of experiences, and to work with a group of really sharp, caring individuals. in Managerial Economics, minor in Communications from University of California, Davis. As a Senior Client Service Associate, I work with a team of wealth management professionals to ensure timely processing of our clients day-to-day needs and requests. I joined Wetherby Asset Management in 2015. As an Investment Analyst, I conduct exhaustive and ongoing research on which asset managers are the best fit for our client portfolios, within the expansive realm of global equities and public real assets. She joined Wetherby in 2017 and has relished working with individuals and often multiple generations, using a combination of sharp analysis and personal connection to help clients manage major life transitions. OCR Gateway, an Urchin Systems company, Product Expansion and Strategic Partnerships, 2020, Spearheaded a go-to-market strategy for a SaaS product launch, created and executed multi-channel marketing strategy, and independently managed full B2B sales cycle, Led modeling, data analysis, and primary research workstreams on due diligence and corporate strategy projects for private equity clients across software, healthcare, manufacturing, and retail verticals, B.S. After beginning her career as a financial analyst with Jurika & Voyles, Laura spent a successful tenure at Seneca Capital Management. I love drawing Snoopy, the Peanuts character. She works with clients to manage their investment portfolios and wealth planning needs, helping them have peace of mind in achieving their unique financial goals. I still keep a quote from the day I joined the firm: An opportunity of a lifetime in a lifetime of opportunity., Theres no formula for Wetherbys client service approach. Factory-equipped choke is an extended Full and fluted for tool free removal. HubSpot sets this cookie to keep track of sessions and to determine if HubSpot should increment the session number and timestamps in the __hstc cookie. You are using an out of date browser. Ive since relocated to Los Angeles to help grow the new team located in Century City. in Anthropology from University of California, San Diego, Learning about history, culture and language, B.A. The firm has an impeccable reputation and a strong female presence. The firm is ethical, client-focused, and invests in its employees. in Finance and International Business, Serve on the Board of Trustees for the San Francisco Foundation, as well as the Board of Directors for Turning Green and ICA Fund Good Jobs, Sing in a choir and play the piano and clarinet, Enjoy international travel, sailing, scuba diving, horseback riding and snowboarding, Blending financial planning, portfolio management, tax and estate planning in order to make a positive difference in someones life, Obtaining two professional designations while working full time and helping to raise our family, Becoming a shareholder and being recognized for my work and history at Wetherby, Certified Divorce Financial Analyst professional, Certified Private Wealth Advisor professional, Paddled for a dragon boat team, competing in races both domestically and abroad, Have been learning and applying holistic and nutritional approaches to health and healing, Enjoy playing the piano and spending time in nature, Joined the firm in 2001 and consider myself fortunate to have been mentored by Deb Wetherby, Got first-hand experience with a major business transition when Compton House separated its financial advisory services from its law practice, Certificate in Professional Studies, Securities and Portfolio Management from Birmingham University. I joined Wetherby Asset Management in 2017. Available in 12 and 20ga., 26 and 28" barrels. She started there as vice president of global consultant relations; after five years, she assumed a different role involving much less travel that focused on providing strategic and operational leadership to a new business proposal team. Steve now provides customized portfolio management and advice on diversification, tax, trust and estate planning strategies for his clients. in Business Administration with Accounting Emphasis from University of Montana. I joined Wetherby Asset Management in 2020. This cookie, set by Cloudflare, is used to support Cloudflare Bot Management. Can be applied without priming on low-absorbent, water-repellent undercoats (Heck K&A). I also enjoy helping people and the challenge of solving technical problems I have never encountered before. 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. #markv #apex #septembe, While on his recent African safari this summer, Ad, Want to hear the story on how this epic bison hunt. Joining Wetherby provided him the chance to work in great depth with clients. in Philosophy-concentrated Independent Study and minor in Computer Science from New York University, Santa Clara University, Student Office Assistant, 2020-2022. Matte finished metalwork and walnut stock. As a Wealth Associate, I am excited to apply these same principles in support of our clients goals, both financial and otherwise. Graduating college into the depths of a recession was not something I expected, even as an economics major. (MP4,165.0MB), SDS, RDS, More Regulatory & Compliance Information, Lithium Battery UN 38.3 Test Summary Search, Transparency in Supply Chains and Modern Slavery Disclosures, Scrim reinforced transfer tape is designed for difficult bonding applications, Acrylic adhesive delivers a permanent bond to a range of materials, 50# release liner adds strength and stability for laminating and die cutting, Attaching Thinsulate acoustic insulation. Laurens investment and wealth management career began with an internship at MSD Capital prior to her first year in the MBA program at Columbia University. If I had to pick three words to describe the Wetherby culture, Id say supportive, dedicated and fun. Olympus! in Political Economy, University of California, Berkeley, Traveling, including Europe, South America and Asia. In that role, he prepared tax returns for individuals and compiled financial statements for small businesses. A 33-year veteran of the wealth and investment management industry, Ron has experience in all aspects of investment management: investment strategy, asset allocation, portfolio and risk management as well as wealth planning. My role is to advise clients on customized investment strategies, portfolio construction, as well as complex retirement, trust and estate planning. She also created and built Threshold Groups Community Square initiative focused on shared family learning. TotalWall provides a complete solution for specifiers, suitable for structural (load-bearing) and Modular construction has become increasingly popular as a quick and cost effective way to build new Stone facades are fast becoming the preferred finish for properties in many areas of the UK. 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. After starting in the back office in financial operations, several senior wealth managers encouraged me to break out of my comfort zone. At Tiedemann, she was instrumental in leading the organization through growth and transformation following Tiedemanns 2018 acquisition of Seattle-based Threshold Group. I joined Wetherby Asset Management in 2020. - Used to embed fibreglass scrim cloth reinforcing mesh. It does not store any personal data. I joined Wetherby Asset Management in 2022. Simon started as an intern at Cadogan Management, a privately-owned hedge fund of funds firm, while he was still in college. Soon after, she began to work directly with clients and, after three years, she became an Investment Associate. Available in 12 and 20ga., 26" or 28" barrels. His ability to wear two hats working on teams to manage client portfolios, as well as contributing to Wetherbys marketing and branding efforts has been an invaluable asset for Wetherby. Wetherbys deep commitment to impact investing and organizational values alignment offer a powerful platform through which I can better serve current and prospective clients in taking a holistic approach toward driving the social and environmental change they wish to see in the world. in Business Administration with a concentration in Finance and Financial Planning, California State University Northridge, Exploring warm and sunny Los Angeles (even though I am an LA native), First Republic Bank, Credit Analyst, 2018-2019, Provided credit risk management support to the lending, business and credit teams through auditing, extending credit and credit approval, First Republic Bank, Lending Specialist, 2015-2018, Supported the lending team in providing documentation audit and compilation for residential mortgage loans; assisted implementation of new onboarding loan software to streamline the internal lending process, B.S. 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