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 Laird Norton Wetherby Wealth Management LLC (LNW) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Debra Lee Wetherby in 1990 and formerly known as Wetherby Asset Management, Inc. and Wetherby Asset Management LLC. They are owned by Laird Norton Wetherby Trust Co. LLC, a subsidiary of Laird Norton Enterprises, Inc. LNW provides investment and financial advisory services predominantly to wealthy individuals and families, as well as their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments. | Fondateur | 01/01/1990 |
Marin Community Foundation
 Marin Community Foundation Investment Trusts/Mutual FundsMiscellaneous Marin Community Foundation engages in the provision of philanthropic contributions to help improve the human condition, embrace diversity, promote a humane and democratic society, and enhance the community's quality of life. The company was founded in January 1987 and is headquartered in Novato, CA. | 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 Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Gestionnaire de Portefeuille-Actions | 31/12/1989 |
| Pricewaterhouse LLP | Corporate Officer/Principal | 20/01/1990 |
Formation de Deb Wetherby
| University of California, Berkeley | Masters Business Admin |
| University of Virginia | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Laird Norton Wetherby Wealth Management LLC
Laird Norton Wetherby Wealth Management LLC Investment ManagersFinance Laird Norton Wetherby Wealth Management LLC (LNW) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Debra Lee Wetherby in 1990 and formerly known as Wetherby Asset Management, Inc. and Wetherby Asset Management LLC. They are owned by Laird Norton Wetherby Trust Co. LLC, a subsidiary of Laird Norton Enterprises, Inc. LNW provides investment and financial advisory services predominantly to wealthy individuals and families, as well as their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments. | Finance |
| Pricewaterhouse LLP | Commercial Services |
Morgan Stanley Investment Management, Inc.
Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Finance |
Marin Community Foundation
Marin Community Foundation Investment Trusts/Mutual FundsMiscellaneous Marin Community Foundation engages in the provision of philanthropic contributions to help improve the human condition, embrace diversity, promote a humane and democratic society, and enhance the community's quality of life. The company was founded in January 1987 and is headquartered in Novato, CA. | Miscellaneous |
