Certificate in Personal Financial Planning from University of California, Berkeley, Economics coursework at Oxford University, England, B.S. I joined Wetherby Asset Management in 2020, excited by the teams focus on building client relationships and furthering our positive impact within the community we engage in. in Business Administration with concentrations in Finance and Entrepreneurship, Writing music, playing the piano and singing. In any business, each person on the team is unique. in Political Science with minors in Business, Entrepreneurship, and Comparative Literature from the University of Oregon, Rooting for the 49ers, Giants, Warriors, and Ducks, Provided comprehensive guidance on topics related to international investment strategy, taxes, and insurance, The Ritz-Carlton, Half Moon Bay, Valet, 2019-2021, Anticipated the needs of hotel guests to provide customer service that exceeded expectations set by the Forbes Travel Guide standards for Five-Star hotels, B.A. He taught me about the stock market, and I thought Id follow in his footsteps. Paralegal Certificate from Saratoga College of Law, Traveling including through Napa and Sonoma wine regions, Worked with a wide variety of clients across the country as a consultant, Partnered with top-level executives to solve challenging questions to meet both firm and client needs, Now has the opportunity to guide a compliance program herself after consulting other firms for many years, B.A. While there she excelled in a high-stress environment selecting investments for institutional client portfolios, and was made a partner thanks to her contributions building the firm from early in its life to $14B in assets under management. BUY NOW. I was also the Project Lead for the Expert Alert Pre/Post Warranty Analysis, proving that the Expert Alerts resulted in a 24% labor cost deduction for Deere. She loves to teach and has spoken on topics ranging from impact investing to the collective power of women helping women. Our technical expertise, customer support, and global capabilities put us in a unique position to address your biggest challenges, and we'll do our best to prove that we should be your supplier of choice. I support our client service team by ensuring accurate information is provided to clients in a timely manner. 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. I understood the financial markets but I had a lot to learn about wealth management. High gloss finished, walnut stock. He serves on the firms Investment Committee and is a member of the Financial Planning Association of San Francisco. Can be use on a variety of substrates including masonry (brickwork / blockwork), calcium silicate boards / render carrier boards & external wall insulation. Managing Partner, Wealth Manager and Shareholder. 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 can look at operations, business development and other functions, for example, and think about what processes and policies we need to support our future plans. Live in Orinda with my husband, Trevor (who also works at Wetherby), and our three children. It is used to enable interoperability with urchin.js, which is an older version of Google Analytics and is used in conjunction with the __utmb cookie to determine new sessions/visits. Here, she provided investment advice to multi-generational families and foundations and served as a member of her teams Investment Committee. Previously to that, Steve was a vice president at JP Morgan. Expanding our services to help our clients positively impact their lives, their families, and the world, including industry-leading expertise in trust services. As a Wealth Advisor, I work with our client service team to provide personalized portfolio management and financial planning services for our clients. in Finance and Risk Management and Insurance from the Darla Moore School of Business at the University of South Carolina and is a Certified Financial Planner certificant. e and risk management at the University of South Carolina. 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 started my career in transportation at a global container shipping firm. Phone: 213-855-4300. Your download will also be available via email in case it doesn't automatically start. It taught me humility, an appreciation for diversity of thought and culture, self-reliance and adaptability. One of the highlights was coming to the realization that my value goes far beyond financial returns and extends to how much impact we can have on our clients lives. High gloss Turkish walnut stock. Nathan We are delighted to report that the Department for Business, Energy and Industrial Strategy (BEIS) Technical Department Makes Key Hire, published on 3rd October 2022, ECO4 Response Published, published on 4th April 2022, WBS Scrim Adhesive is a mineral based, bonding and reinforcing basecoat used as a component in a number of Wetherbys. What do they want to accomplish for themselves, their families, or their communities? I think that says a lot about the firms culture and the value thats placed on learning and taking on new challenges. mil, Roll, Config, 3M Scrim Reinforced Adhesive Transfer Tape 97053, Clear, 60 in x 250 As an Administrative Associate, I support the Wetherby team by handling requests and fulfilling tasks to help keep our office running efficiently. Member of the Global Financial Planning Institute, Received the gold Duke of Edinburghs award when I was 19, which encouraged young people to combine community service activities with travel; went on to teach at the bronze and silver levels, I love Scrabble whenever I can find someone to play with me, Enjoy playing tennis, running and carving out time for a quiet moment to read (not an easy task since Im married and have a son), Paul Merage School of Business, Administrative Assistant, 2021-2022, Provided office support to the Financial Services staff by processing reimbursement request forms, organizing emails, and auditing faculty discretionary reports, Stratos Wealth Partners, Intern, 2021-2022, Worked with financial professionals by engaging in day-to-day operations and received training in financial planning and analysis concepts such as investment planning, retirement planning and investment portfolio design, B.A. I joined Wetherby Asset Management in 2018. Christy started her career at Cambridge Associates, where she advised endowments and nonprofit institutions on investment portfolio strategy and management. After spending time as a ski patroller in Canada, a raft guide in Tennessee and Maine, and a volunteer English teacher in rural Costa Rica, I was finally ready to start my first real job teaching math at a boarding school in southwestern Massachusetts. Performance cookies are used to understand and analyze the key performance indexes of the website which helps in delivering a better user experience for the visitors. I was initially drawn to the analytical side of finance, but I quickly learned that the true significance of what we do as advisors is about building relationships with clients. One of the most interesting experiences Ive had here is to help one of our clients establish a charitable account funded with cows. As Business Development Manager, I support the firms efforts in relationship development and work to streamline processes and identify strategic business opportunities. I joined Wetherby Asset Management in 2018. 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. Her current or prior service includes the Marin Community Foundation; the Advisory Board for the Center for Public and Nonprofit Leadership at the Haas School at the University of California, Berkeley; BRAC USA, which works to improve the well-being of the poorest people in Africa and Asia; the National Endowment for Financial Education; and the UC San Francisco Foundation. At the client level, Justina supports the client service teams as they guide clients in developing effective impact investment strategies and integrating impact investments across their portfolios. Our common purpose is that clients always come first. Keon was promoted to Wealth Manager in 2018, where he applies his experience and passion to supporting client goals through comprehensive financial planning and investment management strategies. I joined Wetherby Asset Management in 2007. While it would maybe be easy to assume that I was drawn to the finance industry because of a love of numbers or analysis, its the relationships with clients that have kept me in wealth management and driven me to devote myself to developing deep, trusted relationships with all of my clients. M.A. It is updated every time data is sent to Google Analytics. Immediately prior to joining Wetherby in 1998, Chris co-founded and ran Hauswirth & Dunn Investment Management. After moving to California, he worked as a trusts and estates associate before joining a startup involved in patent research and reviews. These cookies will be stored in your browser only with your consent. After beginning her career as a financial analyst with Jurika & Voyles, Laura spent a successful tenure at Seneca Capital Management. I was young and knew there would be opportunities for me to learn as much as I could handle. As a young wildcatter, he revolutionized the cartridge world with his fast, hard-hitting loads that were dead-on accurate. Previously, Kristen served as CFO, Chief Business Development Officer, Chief Client Service Officer and then President of Threshold Group. 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. My daily tasks include processing reports and facilitating client needs to support my Wetherby colleagues. in Economics from the University of California, Davis, Enjoy walking around the city with my wife, our son and our dogs and taking care of the home we bought, Am an avid sports fan the 49ers, Warriors and Giants are at the top of my list, Love to try new restaurants; cooking and hosting dinner parties have become another passion, Moving from NYC to open and lead Wetherbys Los Angeles office, Becoming a Wealth Manager and Shareholder at Wetherby, Being one of forty students in my class selected for the Value Investing program at Columbia University, MBA from Columbia University, member of the Value Investing Program, B.S. Creativity and a long-term perspective are increasingly critical in navigating todays complex capital markets. My best client relationships are those where I have an opportunity to connect with them beyond their balance sheets and to focus on aspirational goals and legacy. 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. I joined Wetherby Asset Management in 2019. San Francisco. Karen began her professional career in the United Kingdom, initially working with two big insurance companies and later as a financial advisor for Compton House Financial Management. - Used to embed fibreglass scrim cloth reinforcing mesh. It may not display this or other websites correctly. I joined Wetherby Asset Management in 2020. This cookie is set by Google Analytics and is used to distinguish users and sessions. One Ive found particularly inspiring is: If the path before you is clear, youre probably on someone elses.I believe success starts with finding out what is meaningful to you, and then centering your business, goals, plans and intentions around that. As a Wealth Associate, I work with our client service team and wealth managers to implement investment and wealth management solutions to help our clients meet their unique goals. I wanted to help individuals address their financial planning needs. If I had to pick three words to describe the Wetherby culture, Id say supportive, dedicated and fun. While primarily a numbers guy, I also enjoy writing about the strategies we are implementing and providing clients with in-depth explanations of investments. My clients are all of the Wetherby employees, and ultimately our clients. This cookie is set by Hubspot whenever it changes the session cookie. Steve collaborates with Wetherbys leaders to provide guidance and oversight in numerous firm areas, including client services, internal firm operations, administration, human resources, finance and business planning. I joined Wetherby Asset Management as our Senior Manager of Projects and Programs in 2018. Theres nothing more gratifying than seeing someone with drive, attention to detail and a passion to learn develop a successful career. I joined Wetherby Asset Management in 2019. Its important for me to stay on top of whats going on in clients lives, to listen, to make sound recommendations and to be available when they need to talk. She is passionate about working closely with multiple generations within successful families to help them navigate challenges, change, and generational transitions. Newest pod with, Our #CartridgeGuessingGame is back! Personal financial management is so integral to being able to live the life you desire, and at this level of wealth, our clients financial situations are complex. Packing shims to be used where required to ensure base rail is true to line and level. Website built by ATTAIN. As a Senior Financial Operations Associate, I work on a team responsible for maintaining data integrity in our reporting systems and managing the alternative investment accounting process. I joined Wetherby Asset Management in 2022. Griptonite stock available in multiple camo patterns. in International Business, Concentration in Finance, Minor in International Affairs, from Northeastern University, Volunteer Business Coach at Pacific Community Ventures, Park & Garden Maintenance at Friends of Alemany Farm and Garden for the Environment, Traveling internationally (have been to over 20 countries! and B.A. 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. I joined Wetherby Asset Management in 2017. Her experience at a small money management firm led Deb to create Wetherby Asset Management in 1990. I enjoy working alongside a dedicated and committed team and cherish building relationships with the diverse group of clients at Wetherby. He is a believer in transparency, clear communication, managing cognitive and emotional biases when making investment decisions, and inspiring both his team and clients to arrive at the best possible results. Joining Wetherby was one of the best decisions I ever made. Strategic Public Policy and International Affairs from American University of Paris, B.A. In that role, he prepared tax returns for individuals and compiled financial statements for small businesses. in History from Wake Forest University, Treasure my time with my wife, son and daughter, Have followed my hobby as a college radio and television sports host with a series of other sports adventures, from traveling to significant national sporting events to participating in marathons to even being selected as a beta tester for PS4s FIFA 2019 and 2020, Am an avid lover of all things Pittsburgh, PA, especially the Pirates, Started at Cadogan Management when the firm had $400 million under management; four years later, we were managing more than $2 billion, Have been able to expand my expertise from hedge fund research into a wider array of asset classes, giving me more intellectual challenges and professional growth, B.A. Can be applied without priming on low-absorbent, water-repellent undercoats (Heck K&A). 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. Four-way adjustable comb. 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. 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