![Sonia M. Maksymiuk](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>)
Ms. Sonia M.
Maksymiuk is Wealth Manager at Wetherby Asset Management, Inc.
rior to joining Wetherby Asset Management in 2007, Sonia was a Vice President and Financial Consultant at Charles Schwab & Co., Inc. where she advised high net worth clients on asset allocation, investment selection and their financial planning objectives.
Previous to this position, she was a Sales Associate at U.S.
Trust Company, N.A. working with prospects and clients in wealth management services.
She began her financial services career as an Investment Associate with Merrill Lynch.
Before working in financial services she had been in the import/export industry.
Ms. Maksymiuk received her BA degree in Political Science with an emphasis in International Marketing from the University of Oregon.
| Sociétés | Poste | Fin |
|---|---|---|
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. | Corporate Officer/Principal | - |
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Entreprise privées
| Entreprise privées | 2 |
|---|---|
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 |
University of Oregon
 University of Oregon Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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