![Deb Wetherby](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Deb Wetherby
Fondateur chez
Laird Norton Wetherby Wealth Management LLC
Profil
Ms. Debra L.
Wetherby, CFA MBA, is a Founder & Wealth Manager at Laird Norton Wetherby Wealth Management LLC.
She is on the Board of Directors at Marin Community Foundation.
She began her career as a Certified Public Accountant, working for Price Waterhouse in San Francisco in both its Audit and Management Consulting Departments.
She joined Morgan Stanley and worked as a private client services broker for 3 years.
After leaving the company to travel she decided to enter the investment advisory/wealth management business.
She received her undergraduate degree from the University of Virginia and an MBA from the University of California, Berkeley.
Postes actifs de Deb Wetherby
| Sociétés | Poste | Début |
|---|---|---|
Laird Norton Wetherby Wealth Management LLC
 Laird Norton Wetherby Wealth Management LLC Investment ManagersFinance LNW aims to provide great risk-adjusted returns and exceptional service to every one of their clients. The firm develops asset allocation strategies focused on risk management through research of capital markets and macroeconomic trends. Client investment portfolios are generally a customized mix of funds from managers upon which the firm has conducted appropriate due diligence. | Fondateur | 01/01/1990 |
Marin Community Foundation
 Marin Community Foundation Investment Trusts/Mutual FundsMiscellaneous Functions as a foundation or endowment | Directeur/Membre du Conseil | - |
Anciens postes connus de Deb Wetherby
| Sociétés | Poste | Fin |
|---|---|---|
Morgan Stanley Investment Management, Inc.
 Morgan Stanley Investment Management, Inc. Investment ManagersFinance MSIM’s investment strategies span the risk/return spectrum across geographies, investment styles and asset classes, including equity, fixed income, alternatives and private markets. When considering their clients’ unique investment profiles, the firm applies a holistic approach, with a goal of incorporating the different factors affecting investors’ investment decisions. The firm combines top-down country allocation with bottom-up stock selection and disciplined risk management. | Gestionnaire de Portefeuille-Actions | 31/12/1989 |
Pricewaterhouse LLP
 Pricewaterhouse LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting services | Corporate Officer/Principal | 20/01/1990 |
Formation de Deb Wetherby
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
68
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Laird Norton Wetherby Wealth Management LLC
Laird Norton Wetherby Wealth Management LLC Investment ManagersFinance LNW aims to provide great risk-adjusted returns and exceptional service to every one of their clients. The firm develops asset allocation strategies focused on risk management through research of capital markets and macroeconomic trends. Client investment portfolios are generally a customized mix of funds from managers upon which the firm has conducted appropriate due diligence. | Finance |
Morgan Stanley Investment Management, Inc.
Morgan Stanley Investment Management, Inc. Investment ManagersFinance MSIM’s investment strategies span the risk/return spectrum across geographies, investment styles and asset classes, including equity, fixed income, alternatives and private markets. When considering their clients’ unique investment profiles, the firm applies a holistic approach, with a goal of incorporating the different factors affecting investors’ investment decisions. The firm combines top-down country allocation with bottom-up stock selection and disciplined risk management. | Finance |
University of Virginia
 University of Virginia Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Marin Community Foundation
Marin Community Foundation Investment Trusts/Mutual FundsMiscellaneous Functions as a foundation or endowment | Miscellaneous |
Pricewaterhouse LLP
Pricewaterhouse LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting services | Commercial Services |
University of California, Berkeley
 University of California, Berkeley Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
