Wetherby Asset Management
We’re now LNW! We hope you’ll join us on our new profile. - 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.
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Verified contacts
8
available on Kipplo
LinkedIn employees
29
51 to 200 range
Open roles
—
no listings
Distinct roles
7
indexed titles
Tech stack
1
tools in use
Monthly traffic
119
organic / mo
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Decision-makers and verified team members
8 contacts with verified email or phone · masked until revealed.
- AB
Amin Baradaran
Wealth Advisor · Finance & Accounting
EmailPhone - CR
Cameron Ribler
Wealth Advisor · Finance & Accounting
EmailPhone - PC
Patrick Callihan
Client Service Manager · Customer/Client Service
EmailPhone - TA
Theresa Arroyo
Senior Manager of Financial Operations · Finance & Accounting
EmailPhone - CW
Christy Wu
Senior Operations Associate · Operations
EmailPhone - DC
David Chan
Client Service Associate · Customer/Client Service
EmailPhone - RB
Robert Basso
Senior Client Service Associate · Customer/Client Service
EmailPhone - SM
Sami Managhebi
Wealth & Tax Advisor · General Business & Management
EmailPhone
Showing 8 of 8 verified contacts
Top roles at Wetherby Asset Management
7 distinct titles indexed · top 7 shown.
- 2wealth advisor
- 1client service associate
- 1client service manager
- 1senior client service associate
- 1senior manager of financial operations
- 1senior operations associate
- 1wealth & tax advisor
Sign up to unlock all 8 contacts at Wetherby Asset Management
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