![Lauren Wood](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>)
Lauren Wood
Gestionnaire de Portefeuille-Actions chez
Laird Norton Wetherby Wealth Management LLC
Profil
Ms. Lauren Wood, CFA MBA, is a Wealth Manager at Laird Norton Wetherby Wealth Management LLC.
She joined the firm in 2015.
She helps manage client portfolios and advise on financial planning topics such as tax planning, insurance, retirement, estate planning and investment management.
Additionally, she supports the firm’s manager selection process to select and evaluate a rich universe of investment opportunities that address the firm's client’s needs.
Ms. Wood was previously employed as an Associate by Credit Suisse Securities (USA) LLC (Broker) and a Principal by Analytica International, Inc.
She received her B.S.
in Engineering Science from Vanderbilt University and an MBA from Columbia University.
She is also a Certified Financial Planner™ certificant.
Postes actifs de Lauren Wood
| 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. | Gestionnaire de Portefeuille-Actions | 01/01/2015 |
Anciens postes connus de Lauren Wood
| Sociétés | Poste | Fin |
|---|---|---|
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 31/12/2014 |
Analytica International, Inc.
 Analytica International, Inc. Miscellaneous Commercial ServicesCommercial Services Provides analytical and consulting services to the biopharmaceuticals industry | Corporate Officer/Principal | 31/12/2009 |
Formation de Lauren Wood
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
92
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
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 |
The Trustees of Columbia University in The City of New York
 The Trustees of Columbia University in The City of New York Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Vanderbilt University
 Vanderbilt University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Analytica International, Inc.
Analytica International, Inc. Miscellaneous Commercial ServicesCommercial Services Provides analytical and consulting services to the biopharmaceuticals industry | Commercial Services |
