wetherby asset management

Wetherby’s diverse and collaborative investment process is a real strength, and my priority is to integrate the role of the research team with our clients’ portfolios. We always respect privacy and will never share your email address. He moved across the country to the Bay Area, joining a small team at Capricorn Management responsible for the investment strategy of a large single family portfolio. in Agribusiness from California Polytechnic State University, San Luis Obispo, State Street, Derivative Operations Associate, 2019, Worked with client operations to process and reconcile mutual funds for major investment management firms, Charles Schwab, Registered Investment Advisor Intern, 2018, Learned about client service, financial planning, portfolio construction and industry software through firm visits and training, Golden 1 Credit Union, Finance and Innovations Intern, 2017, Helped to design software solutions to automate processes and procedures, PriceWaterhouseCoopers, Senior Tax Associate, 2014-2018, Served high net worth individuals with yearly tax compliance and consulting, M.S. I’ve had the opportunity to do as much as I wanted, and I felt incredibly supported and nurtured along the way. I joined Wetherby Asset Management in 2004. My first impressions of Wetherby relate to the way people take care of their clients and the strength of our impact investing offering. He was promoted to Manager of Product Development and Strategy after one year, and he assisted in the research, development and launch of 11 proprietary Exchange-Traded Funds (ETFs). 580 California Street, 8th Floor

As a Senior Wealth Associate, I focus on portfolio management and financial planning for our clients. While at Advent Software, she developed courses for consultants, government agencies and financial firms. It was an opportunity to help build a wonderful wealth management firm with an outstanding culture. There are so many things I love about my job.

It helped me pay for college, plus one of my fellow bus drivers later became my wife! I thought my IT experience could make a significant contribution here, and I was excited to join a firm that has a family-like atmosphere.

After two post-college jobs performing quantitative analyses in New York and Boston, respectively, he entered Harvard’s MBA program. I joined Wetherby Asset Management in 2018 as a Senior Financial Operations Associate. You can opt out at any time. I support the firm in manager evaluation and asset allocation decisions and help connect research and investment opportunities directly to their function in client portfolios. It was a valuable experience, but I also learned that I preferred to advise individuals and help them develop their financial plans. After eight years at Merrill Lynch, she spent a year at a small independent wealth advisory firm, followed by a stint at Citi Private Bank. On the strategic side, I consider our firm’s goals and assess how technology can be used to maximize our chances of success. & Ph.D., Philosophy, The Johns Hopkins University, Travel, especially to warm climates to see birds, fish and animals. Impact classifications are integrated directly into our financial reporting systems. I started my career in transportation at a global container shipping firm. Outside the office, Jen serves on the committee that plans the annual conference for the Financial Planning Association of Northern California, considered one of the premier financial planning events in the U.S. We center on analytic rigor, while being a successful source of investment ideas and recommendations for our clients.
Being responsive and sensitive to our clients’ needs has really resonated with me.”, “I started the firm because of a belief in and commitment to serving clients in a certain way.”. in Accounting from California State University, Hayward, Mentoring and providing guidance to teens, Community of Madrid, Cultural Language Assistant, 2016 – 2017, Developed lesson plans for Spanish speaking students ages 6-12, State Street Bank and Trust, Portfolio Accountant, 2013 – 2016, Reviewed and reconciled daily performance of various investment fund types against industry benchmarks, B.S.
Being one of Wetherby’s first employees to be promoted from operations to Wealth Associate, B.A.

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