Wetherby Asset Management

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Wetherby Asset Management Employees

Employee
Years
Job
Industry
Debra Kuang Debra Kuang San Francisco Bay Area Details
Debra Kuang's Wetherby Asset Management Experience January 2015 - Present
Job Investment Associate at Wetherby Asset Management
Industry Education Management
Experience
Wetherby Asset Management   January 2015 - Present
Wetherby Asset Management   January 2013 - December 2014
Institute for Private Investors  September 2010 - December 2012
UC Berkeley Mechanical Engineering Student Services Office   August 2007 - December 2009
UC Berkeley  August 2007 - December 2009

Skills
Data Analysis, Microsoft Excel, PowerPoint, Social Networking, Microsoft Office, Research, Google Docs, Outlook, CRM

Education
University of California, Berkeley
B.A., Economics

Matt Cody, CFA Matt Cody, CFA Greater New York City Area Details
Matt Cody, CFA's Wetherby Asset Management Experience February 2007 - Present
Job Senior Fixed Income Analyst
Industry Investment Management
Experience
Wetherby Asset Management   February 2007 - Present
Morgan Stanley Dean Witter  2001 - 2002
Security National Servicing Corp   2000 - 2001

Skills
Manager Research, Derivative Use, Fixed Income Allocation, Research, Investments, Portfolio Management, Alternative Investments, Fixed Income, Asset Allocation, Asset Management, Valuation, Equities, Mutual Funds, Analysis, Strategy, Due Diligence

Education
University of California, Davis   2002 — 2006
bachelor of science, Statistics

Brian Linn Brian Linn Sacramento, California Details
Brian Linn's Wetherby Asset Management Experience April 2005 - February 2007
Job Senior Business Analyst at California Earthquake Authority
Industry Information Technology and Services
Experience
California Earthquake Authority  July 2013 - Present
Advent Software  February 2011 - July 2013
Litman/Gregory Asset Management, LLC   December 2008 - December 2010
Informatix, Inc  August 2007 - April 2008
Novartis Pharmaceuticals  February 2007 - April 2007
Wetherby Asset Management   April 2005 - February 2007

Skills
Software Documentation, Process Improvement, Business Analysis, Training, Databases, Technical Support, Portfolio Management, Microsoft Excel, Access, SharePoint, Microsoft Office, Project Management, Quality Assurance, Account Management, CRM, Finance, Analysis

Education
California State University-East Bay   2011 — 2013
Masters of Business Administration

University of California, Davis   1999 — 2003
Bachelor of Arts, Political Science

David Cook David Cook San Francisco Bay Area Details
David Cook's Wetherby Asset Management Experience July 2012 - May 2013
Job If you use Salesforce reach out to me to see what NewVoiceMedia can do for your Sales and Customer Support teams
Industry Computer Software
Experience
NewVoiceMedia  February 2015 - Present
NewVoiceMedia  May 2014 - January 2015
Oracle  May 2013 - May 2014
Wetherby Asset Management   July 2012 - May 2013
Merk Investments  September 2011 - July 2012
Bank of America  September 2010 - May 2011
Bank of America  January 2008 - September 2010
State Street Corporation  October 2005 - July 2006
State Street Corporation  September 2004 - October 2005
State Street Corporation  June 2003 - September 2004

Skills
Enterprise Software, Salesforce.com, Finance, SaaS, Relationship Management, Trading, Taleo, Applicant Tracking..., Microsoft Office, Sales Operations, Cold Calling, Business Strategy, Cloud Computing, Competitive Analysis, Lead Generation, Solution Selling, Oracle Applications, Forecasting, Enterprise Solution..., Bloomberg, New Business Development, Social Media Marketing, B2B, Business Development, Talent Management, Consultative Sales, CTI, MBA, B2C, Leadership, Public Speaking, CRM, Strategy, Sales

Education
Suffolk University - Sawyer School of Management   2005 — 2008
MBA, Business Administration

Providence College   1999 — 2003
B.S., Finance

St. John's Preparatory School   1995 — 1999

Andrew Pratt Andrew Pratt San Francisco Bay Area Details
Andrew Pratt's Wetherby Asset Management Experience August 2006 - Present
Job Wealth Manager at Wetherby Asset Management
Industry Investment Management
Experience
Wetherby Asset Management   August 2006 - Present
Fairlead Financial Advisors   2003 - 2006
Montgomery Asset Management  1993 - 2002
Fidelity Investments  1983 - 1988

Skills
Asset Allocation, Alternative Investments, Portfolio Management, Fixed Income, Wealth Management, Equity Research, Client Service, Trading, Financial Services, Equities, Investment Management, Asset Management, Investment Advisory, Hedge Funds, Mutual Funds, Securities

Education
Boston College - Wallace E. Carroll Graduate School of Management   1987 — 1989
MSF, Finance

University of Wisconsin-Madison - School of Business   1977 — 1981
BBA, Finance and Economics

Brandon Sweeney Brandon Sweeney San Francisco Bay Area Details
Brandon Sweeney's Wetherby Asset Management Experience December 2014 - May 2015
Job Account Executive at Mixpanel, Inc.
Industry Information Technology and Services
Experience
Mixpanel, Inc.   September 2015 - Present
Wetherby Asset Management   December 2014 - May 2015
Saarland Hurricanes   March 2014 - October 2014
LinkedIn  January 2014 - February 2014
LinkedIn  October 2012 - December 2013
LinkedIn  April 2012 - September 2012
LinkedIn  January 2012 - March 2012
LinkedIn  August 2011 - December 2011
Marcus & Millichap  September 2010 - December 2010

Skills
Salesforce.com, Lead Generation, Cold Calling, WebEx, Sales Prospecting, Cross-functional Team..., Social Media, SaaS, Sales Operations, Sales Management, Talent Management, Leadership, Strategy, New Business Development, Microsoft Word, Sales, Microsoft Excel, Management, Social Media Marketing, Social Networking

Education
University of San Diego   2007 — 2011
Business Administration, Supply Chain Management, Real Estate

Monte Vista High   2003 — 2007

Bryan Lantz Bryan Lantz Pittsburgh, Pennsylvania Details
Bryan Lantz's Wetherby Asset Management Experience January 2009 - June 2014
Job Student at Carnegie Mellon University Tepper School of Business
Industry
Experience
Uber  May 2015 - August 2015
Wetherby Asset Management   January 2009 - June 2014
Wetherby Asset Management   February 2007 - January 2009

Skills
Data Analysis, Research, Management, Microsoft Office, Project Management, Leadership

Education
Carnegie Mellon University - Tepper School of Business   2014 — 2016

Swarthmore College   2002 — 2006
Bachelor of Arts (B.A.), Economics, Biology

Alicia Li Alicia Li San Francisco Bay Area Details
Alicia Li's Wetherby Asset Management Experience June 2005 - August 2005
Job Lead Analyst, Emerging Business Operations at Salesforce
Industry Computer Software
Experience
Salesforce  November 2014 - Present
salesforce.com  April 2013 - Present
salesforce.com  April 2011 - April 2013
salesforce.com  October 2010 - May 2011
salesforce.com  July 2010 - September 2010
Cal Aggie Camp   July 2009 - July 2009
The BizWorld Foundation  June 2008 - September 2008
salesforce.com  July 2007 - August 2007
Wetherby Asset Management   June 2005 - August 2005
Social Security Administration  June 2004 - September 2004

Skills
Salesforce.com, Order Management, Customer Service, Quickbooks, Inventory Management, Word, Outlook, Excel, PowerPoint, Billing, QuickBooks, Microsoft Excel, Microsoft Word, Management, Sales, Sales Operations, Forecasting, Invoicing, SaaS, Account Management, CRM, Databases, Lead Generation, Sales Process, Cloud Computing, Enterprise Software, Integration

Education
University of California, Davis   2006 — 2010
BA, Economics, Communications

Abraham Lincoln High School

Laura Chernova Laura Chernova San Francisco Bay Area Details
Laura Chernova's Wetherby Asset Management Experience October 1994 - July 2007
Job
Industry Investment Management
Experience
United Capital  May 2011 - Present
StanCorp Investment Advisers  July 2007 - May 2011
Jahn Investment Advisors   2007 - 2008
Wetherby Asset Management   October 1994 - July 2007

Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investments, Financial Planners, Financial Advisory, Portfolio Management, Investment Management, Personal Finance, High Net Worth..., Wealth Management..., Estate Planning, Wealth, Finance, Asset Allocation, Financial Planning, Asset Management, Investment Advisory, Mutual Funds, Alternative Investments, Investment Strategies, Financial Services, Equities

Education
University of California, Irvine   2003 — 2004
CFP

University of California, Davis   1990 — 1994

Robert Louis Stevenson   1986 — 1990

Annie Endozo Annie Endozo San Francisco Bay Area Details
Annie Endozo's Wetherby Asset Management Experience April 2011 - March 2013
Job Manager at Baker Street Advisors
Industry Financial Services
Experience
Baker Street Advisors  April 2013 - Present
Wetherby Asset Management   April 2011 - March 2013
UBS  2007 - March 2011
UBS  2006 - 2007
UBS  2004 - 2006

Skills
Asset Allocation, Equities, Investments, Fixed Income, Strategic Financial..., Wealth Management..., Alternative Investments, Wealth Management, Asset Managment, Hedge Funds, Mutual Funds, Portfolio Management, Personal Financial..., Bloomberg, Estate Tax Planning, Socially Responsible...

Education
University of California, Berkeley
Bachelors of Arts, Physics

Traci Jackson Traci Jackson Walnut Creek, California Details
Traci Jackson's Wetherby Asset Management Experience March 2013 - June 2013
Job Senior Client Associate at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors  June 2015 - Present
Wells Fargo Bank  September 2013 - July 2015
Wetherby Asset Management   March 2013 - June 2013
Bank of America  June 2008 - October 2011
Bank of America  May 1988 - June 2008

Skills
Financial Advisory, Operational Manager,..., paperwork for specific..., Transferring money...

Education
Los Medanos College   1988 — 1990

Pittsburg High School   1984 — 1987
Diploma

Maria Pyatigorsky Maria Pyatigorsky San Francisco Bay Area Details
Maria Pyatigorsky's Wetherby Asset Management Experience July 2013 - Present
Job Investment Associate at Wetherby Asset Management
Industry Investment Management
Experience
Wetherby Asset Management   July 2013 - Present
Wetherby Asset Management   December 2011 - June 2013
Morgan Stanley Smith Barney  May 2009 - June 2010
City of San Jose  August 2009 - December 2009

Skills
Excel, Word, PowerPoint, Bloomberg, Microsoft Excel

Education
University of San Francisco   2010 — 2011
MS, Financial Analysis

CFA SF review classes   2010 — 2010

San Jose State University   2008 — 2010
BS, Finance

Lomonosov Moscow State University (MSU)   2004 — 2006
area studies and foreign affairs

Ludo Thomasson, CFP® Ludo Thomasson, CFP® San Francisco Bay Area Details
Ludo Thomasson, CFP®'s Wetherby Asset Management Experience November 2007 - June 2014
Job Financial Advisor helping high net worth families and successful entrepreneurs with their complex financial lives
Industry Investment Management
Experience
Ensemble Capital Management   June 2014 - Present
Wetherby Asset Management   November 2007 - June 2014
Ameriprise Financial Services, Inc.   2005 - 2006

Skills
Wealth Management..., High Net Worth..., Ultra High Net Worth..., Personal Financial..., Strategic Financial..., Investment Management, Portfolio Management, Wealth Management, Asset Allocation, Asset Management, Retirement, Estate Planning, Investments, Investment Strategies, Financial Advisory, Retirement Planning, Equities, Bonds, Fixed Income, Investment Advisory, Finance, Strategic Planning, Alternative Investments, Asset Managment, Wealth, Relationship-building..., CRM Integration, Mutual Funds, Hedge Funds, Financial Services

Education
KEDGE Business School   1998 — 2001
Master’s Degree, Business& Finances

Colorado Mesa University   2000 — 2000
Semester study abroad for my Master degree, Business/Managerial Economics

Université Joseph Fourier (Grenoble I)   1996 — 1998
Bachelor of Sciences, Civil Engineer

Lycee Jean Monnet   1994 — 1996
High School, Mathematics, Sciences & Engineering

David Teas, CFA, CFP® David Teas, CFA, CFP® Miami/Fort Lauderdale Area Details
David Teas, CFA, CFP®'s Wetherby Asset Management Experience 2003 - 2010
Job Wealth Manager at Heritage Investment Group
Industry Investment Management
Experience
Heritage Investment Group   February 2011 - Present
Wetherby Asset Management   2003 - 2010

Skills
Wealth Management, Portfolio Management, Investments, Investment Advisory, Retirement Planning, Asset Management, Alternative Investments, Financial Advisory, Asset Allocation, High Net Worth..., Mutual Funds, Investment Management, Finance, Wealth Management..., Securities, Investment Strategies, Equities, Strategic Financial...

Education
Iowa State University   1998 — 2002
Bachelors of Science, Finance

Nicole Schleifer Nicole Schleifer San Francisco Bay Area Details
Nicole Schleifer's Wetherby Asset Management Experience July 2014 - Present
Job Administrative Assistant at Wetherby Asset Management
Industry Financial Services
Experience
Wetherby Asset Management   July 2014 - Present
Stanford University  January 2014 - June 2014
Stanford University Medical Center  September 2012 - June 2014
International Education Center  June 2009 - October 2009
International Education Center, University of California Riverside   April 2008 - March 2009

Skills
Event Planning, Customer Service, Higher Education, Community Outreach, Program Evaluation, Research, Project Management, Teaching, Social Media Marketing, Curriculum Design, Curriculum Development, Tutoring, Public Speaking, Data Analysis, Grant Writing, Student Affairs, Educational Technology, Microsoft Office, Team Motivation, Adobe Creative Suite, Business Strategy, Process Improvement, Admissions, Microsoft Excel

Education
Civilization Francaise de la Sorbonne   2011 — 2012
French Studies

University of California, Riverside   2008 — 2009
Bachelor of Arts (B.A.), English Language and Literature/Letters

Intercollege   2007 — 2007
Bachelor of Arts (B.A.), English Language and Literature/Letters

Homestead High School   2001 — 2005
High School Diploma

Patrick Callihan Patrick Callihan San Francisco, California Details
Patrick Callihan's Wetherby Asset Management Experience April 2014 - Present
Job Senior Operations Associate at Wetherby Asset Management
Industry Financial Services
Experience
Wetherby Asset Management   April 2014 - Present
Wetherby Asset Management   April 2013 - March 2014
Target  2012 - 2013
VyStar Credit Union  October 2011 - April 2012

Skills
Customer Service, Customer Satisfaction, Microsoft Office, Microsoft Word, OS X, Social Media, Social Networking, Social Skills, Sports, PowerPoint, Time Management, Teamwork, Employee Training

Education
Florida State University   2007 — 2011
Bachelor of Science (B.S.), Social Sciences/Economics

Graeme Agate Graeme Agate San Francisco Bay Area Details
Graeme Agate's Wetherby Asset Management Experience March 2014 - May 2015
Job Business Development Fellow at Alterna Center for Social Innovation and Entrepreneurship
Industry Investment Management
Experience
Alterna Center for Social Innovation and Entrepreneurship   June 2015 - Present
Wetherby Asset Management   March 2014 - May 2015
Wetherby Asset Management   January 2014 - May 2015
Wetherby Asset Management   February 2013 - March 2014
True Capital Management  June 2012 - January 2013
University of San Francisco  August 2007 - June 2011

Education
University of San Francisco   2008 — 2012
International Studies, Concentration in International Economics, International Politics, European Studies

Albany High School

Nicholas Ongaro Nicholas Ongaro San Francisco, California Details
Nicholas Ongaro's Wetherby Asset Management Experience June 2014 - Present
Job Research Associate at Wetherby Asset Management
Industry Financial Services
Experience
Wetherby Asset Management   June 2014 - Present
Wetherby Asset Management   July 2013 - June 2014
UBS Financial Sevices, Inc.   June 2012 - August 2012

Skills
Facebook, Social Media, PowerPoint, Microsoft Office, Microsoft Excel, Editing, Microsoft Word, Event Planning, Research, Spanish, Financial Analysis

Education
University of San Diego   2009 — 2013
Bachelor's degree, Finance, General

Russell Bentley Russell Bentley San Francisco Bay Area Details
Russell Bentley's Wetherby Asset Management Experience April 2011 - May 2013
Job Bartender at Two Sisters Bar & Books
Industry Food & Beverages
Experience
Two Sisters Bar & Books   August 2014 - Present
Blue Bottle Coffee  January 2014 - December 2014
General Assembly  August 2013 - October 2013
Wetherby Asset Management   April 2011 - May 2013
California Parking Company  April 2011 - December 2012
South Park Cafe   April 2010 - November 2010

Skills
Microsoft Office, Customer Service, Social Media, Microsoft CRM, Computer Hardware, HTML, CSS, JavaScript, Event Planning, Windows, OS X, Research

Education
University of San Francisco   2003 — 2008
Bachelor of Science (B.S.)

Sophia University   2006 — 2006

Kristen Needman Kristen Needman San Francisco Bay Area Details
Kristen Needman's Wetherby Asset Management Experience November 2010 - July 2012
Job Owner at Mommy's Miracle Cream
Industry Consumer Goods
Experience
Mommy's Miracle Cream   March 2014 - Present
ClearRock Capital  February 2013 - April 2014
Wetherby Asset Management   November 2010 - July 2012
The Portola Group  September 2005 - October 2010
Morgan Stanley  July 2004 - September 2005

Skills
Series 66, California Notary Public, Asset Management, Securities, Financial Planning, Retirement Planning, Equities, Mutual Funds, Wealth Management, Portfolio Management, Strategic Financial..., Finance, Financial Services, Notary Public, Investment Strategies, Uniform Combined State..., Asset Allocation, Investments

Education
University of California, San Diego   2000 — 2004
Bachelors, Economics

Woodside High School   1993 — 1997

Stephanie Neidig Stephanie Neidig San Francisco Bay Area Details
Stephanie Neidig's Wetherby Asset Management Experience December 2014 - February 2015
Job Product Marketing Manager at Addepar
Industry Computer Software
Experience
Addepar  February 2015 - Present
Wetherby Asset Management   December 2014 - February 2015
Wetherby Asset Management   December 2012 - December 2014
Wetherby Asset Management   June 2011 - December 2012
Glenmede  April 2010 - June 2011
Barclays  September 2008 - April 2010
Lehman Brothers  June 2008 - September 2008
Lehman Brothers  June 2007 - August 2007

Skills
Bloomberg, Investments, Financial Modeling, Asset Allocation, Portfolio Management, Investment Management, Mutual Funds, Capital Markets, Financial Analysis, Asset Management, Private Equity, Valuation, Hedge Funds, Equities, Strategy

Education
Princeton University   2004 — 2008
A.B., Politics (Cum Laude)

Sacred Heart School   2000 — 2004

Michael Alpert, CFA Michael Alpert, CFA San Francisco Bay Area Details
Michael Alpert, CFA's Wetherby Asset Management Experience November 2008 - April 2013
Job
Industry Investment Management
Experience
ICONIQ Capital  May 2013 - Present
Wetherby Asset Management   November 2008 - April 2013
Goldman Sachs  July 2004 - October 2008
CSI Capital Management  July 2001 - July 2004
Putnam Investments  June 1996 - June 1998
Lehman Brothers  August 1994 - June 1996

Skills
Hedge Funds, Asset Management, Private Equity, Private Wealth..., Impact Investing, Family Office, Due Diligence, Valuation, Mutual Funds, Investments, Equities, Financial Modeling, Portfolio Management, Asset Allocation, Wealth Management..., Alternative Investments, High Net Worth..., Investment Management, Investment Banking, Equity Research, Wealth Management, Investment Advisory, Bloomberg, Securities, Investment Strategies, Fund Of Funds, Fixed Income, Capital Markets

Education
University of Pennsylvania - The Wharton School   1998 — 2000
MBA

University of Virginia   1990 — 1994
BS

Patrick Franklin Patrick Franklin San Francisco, California Details
Patrick Franklin's Wetherby Asset Management Experience July 2013 - Present
Job Investment Associate at Wetherby Asset Management
Industry Financial Services
Experience
Wetherby Asset Management   July 2013 - Present
Wetherby Asset Management   January 2013 - July 2013
Wetherby Asset Management   August 2011 - January 2013
Foundations for Education  September 2008 - May 2011
Perfect Timing Apparel   June 2009 - January 2011
Jewel-Osco  August 2005 - February 2006

Education
Stanford University   2007 — 2011
BA, Economics

Kyle Winterbotham Kyle Winterbotham San Francisco Bay Area Details
Kyle Winterbotham's Wetherby Asset Management Experience July 2006 - Present
Job at Wetherby Asset Management
Industry Investment Management
Experience
Wetherby Asset Management   July 2006 - Present

Education
University of California, Davis   2001 — 2005
BA, Economics

Brett Cornwell, CFA Brett Cornwell, CFA Atlanta, Georgia Details
Brett Cornwell, CFA's Wetherby Asset Management Experience July 2001 - July 2010
Job Senior Vice President
Industry Financial Services
Experience
Callan Associates  August 2010 - Present
Wetherby Asset Management   July 2001 - July 2010
E*TRADE Financial  July 1998 - February 2001
Morgan Stanley Dean Witter  August 1997 - July 1998

Skills
Fixed Income, Asset Allocation, Investment Manager Due..., MLP, Asset Managment, Commodity, Research, Alternative Investments, Investments, Wealth Management, Investment Management, Mutual Funds, Asset Management, Due Diligence, Economics, Capital Markets, Derivatives, Investment Strategies, Strategy, Emerging Markets, Institutional..., Performance Attribution, Pension Funds

Education
University of Alabama   1992 — 1996
Bachelor of Science, Finance & Economics

Christy (Xin) Wu Christy (Xin) Wu San Francisco Bay Area Details
Christy (Xin) Wu's Wetherby Asset Management Experience December 2012 - Present
Job Senior Operations Associate at Wetherby Asset Management
Industry Investment Management
Experience
Wetherby Asset Management   December 2012 - Present
Wetherby Asset Management   April 2009 - November 2012
Wetherby Asset Management   November 2004 - April 2009
A.G. Edwards & Sons, Inc.   October 2003 - January 2004

Skills
Investment Management, Asset Allocation, Portfolio Management, Equity Research, Qualitative Research, Financial Analysis, Bloomberg, Financial Markets, Equities, Mutual Funds, Impact Investing, Operations Management, Financial Reporting, Financial Accounting, Financial Services, Finance, Fixed Income

Education
University of California, Berkeley   2001 — 2004
Bachelor of Arts (B.A.), Political Economy

James Logan High School

Keon Khamsehpour, CAIA Keon Khamsehpour, CAIA San Francisco Bay Area Details
Keon Khamsehpour, CAIA's Wetherby Asset Management Experience January 2014 - Present
Job Senior Associate at Wetherby Asset Management
Industry Investment Management
Experience
Wetherby Asset Management   January 2014 - Present
Wetherby Asset Management   April 2011 - December 2013
Charles Schwab  June 2008 - March 2011
Charles Schwab Investment Management  May 2007 - May 2008
Franklin Templeton  2005 - 2007

Skills
Mutual Funds

Education
University of California, San Diego   2001 — 2005
BA, Economics

Natalia Hastings Natalia Hastings San Francisco Bay Area Details
Natalia Hastings's Wetherby Asset Management Experience October 2005 - January 2007
Job Research Lead & Manager of Corporate Administration at STS International, Inc.
Industry Information Technology and Services
Experience
Lamorinda Moms (non-profit)   July 2014 - Present
STS International, Inc.   April 2012 - April 2014
UC Berkeley, Department of Psychology   February 2007 - May 2007
Wetherby Asset Management   October 2005 - January 2007
UC Berkeley, Department of Psychology   February 2003 - July 2005

Skills
Analysis, Qualitative Research, Staff Development, Process Improvement, Software Documentation, Research, Teaching, Statistics, SPSS

Education
John F. Kennedy University   2007 — 2010
MA, Counseling Psychology

University of California, Berkeley   2001 — 2005
BA, Psychology

Chris Hauswirth Chris Hauswirth San Francisco Bay Area Details
Chris Hauswirth's Wetherby Asset Management Experience September 1998 - Present
Job Director of Research, COO at Wetherby Asset Management
Industry Investment Management
Experience
Wetherby Asset Management   September 1998 - Present

Education
University of California, Santa Barbara   1986 — 1990

Katherine Blansett Katherine Blansett San Francisco Bay Area Details
Katherine Blansett's Wetherby Asset Management Experience February 2008 - January 2011
Job Relationship Management
Industry Financial Services
Experience
Wedbush Securities  December 2011 - March 2014
Merriman Capital, Inc.   January 2011 - October 2011
Wetherby Asset Management   February 2008 - January 2011
JPMorgan  May 2006 - February 2008
UC Berkeley  January 2003 - May 2006
SaRonix, LLC   February 2000 - February 2002

Skills
Series 7, Investments, Bloomberg, Equity Research, Hedge Funds, Equities, Alternative Investments, Securities, Asset Management, Series 63, Asset Allocation, Capital Markets, Fixed Income, FINRA, Financial Modeling, Valuation

Education
University of California, Berkeley   2001 — 2006
BA, Interdisciplinary Studies

Steve Herzog Steve Herzog San Francisco Bay Area Details
Steve Herzog's Wetherby Asset Management Experience 2005 - Present
Job Principal and Wealth Manager at Wetherby Asset Management
Industry Investment Management
Experience
Wetherby Asset Management   2005 - Present
BW Capital Partners   August 1998 - May 2005
Rudick Asset Management   May 1997 - July 1998
BW Capital Partners   May 1995 - April 1997
JP Morgan  October 1984 - April 1995

Skills
Asset Allocation, Asset Managment, Hedge Funds, High Net Worth..., Private Wealth..., Holistic Financial...

Education
Dartmouth College   1977 — 1981
BA, Government and History

Tufts University   1982 — 1984
Masters, International Relations

Holly Galbrecht Holly Galbrecht San Francisco Bay Area Details
Holly Galbrecht's Wetherby Asset Management Experience 2006 - Present
Job Wealth Management
Industry Investment Management
Experience
Wetherby Asset Management   2006 - Present
Wells Capital Management  2001 - 2005
Wells Fargo Bank and former Norwest Bank   1992 - 2001

Skills
Investment Management, Investments, Investment Advisory, Wealth Management..., Asset Allocation, Wealth Management, Alternative Investments, Retirement Planning, High Net Worth..., Strategic Financial..., Estate Planning, Personal Financial...

Education
University of St. Thomas - Graduate School of Business
Master of International Management

Bemidji State University
B.S. and B.A., Journalism and English

University of California, Berkeley
Certificate in Personal Financial Planning

California State University-Fullerton
Certificate in Professional Fiduciary Management for Trustees

Kevin Chien Kevin Chien San Francisco, California Details
Kevin Chien's Wetherby Asset Management Experience March 2014 - April 2014
Job Operations Account Manager at Fundtech
Industry Financial Services
Experience
Fundtech  October 2014 - Present
Wetherby Asset Management   March 2014 - April 2014
Fiserv  December 2010 - August 2013
Ralph Lauren  October 2008 - November 2010
Natixis Global Asset Management  August 2004 - April 2008
Charles Schwab  February 2004 - July 2004
APL Consulting Services   March 2001 - January 2004
Sutro & Co  April 1999 - March 2001
NationsBanc Montgomery Securities  January 1999 - March 1999
Federal Reserve Bank  September 1998 - December 1998

Skills
Security APL, Separately Managed..., Unified Managed Accounts, Money Management, Account Management, Salesforce.com, Relationship Management, CRM, Financial Services, Risk Management, Portfolio Management, Project Portfolio..., Business Requirements, Business Strategy, Asset Management, Business Process..., Trading Systems, Product Management, Process Improvement, Internal Audit, Bloomberg, Leadership, Business Process, Sales Management, Visio, Securities, Mutual Funds, Series 63, Analytics, Executive Management, Wealth Management, Cross-functional Team..., Auditing, Trading, Strategic Planning, Equities, Accounting, SDLC, Financial Analysis, Loans, Fixed Income, Management, Investments, Business Intelligence, Finance, Sales, Requirements Gathering, Time Management, Business Development, Analysis

Education
Santa Clara University
Bachelor of Science, Finance

Brian Flory Brian Flory San Francisco Bay Area Details
Brian Flory's Wetherby Asset Management Experience February 2008 - October 2008
Job Budget Analyst II at NASA
Industry Financial Services
Experience
NASA  2012 - Present
NASA  2011 - 2012
NASA  2010 - 2011
Wetherby Asset Management   February 2008 - October 2008
Google  February 2007 - November 2007
Applied Materials  2000 - 2005

Skills
Access, Budgets, Data Analysis, Analysis, Financial Analysis

Education
San Jose State University
B.S, Business Administration; Corporate Financial Management; Accounting and Finance

San Joaquin Delta College
A.S, Natural Science

Sierra Alea Sierra Alea Greater New York City Area Details
Sierra Alea's Wetherby Asset Management Experience May 2011 - Present
Job Investment Associate at Wetherby Asset Management
Industry Financial Services
Experience
Wetherby Asset Management   May 2011 - Present
Catalyst Financial Planning & Investment Management Corp.   July 2010 - April 2011
McGladrey & Pullen  August 2008 - October 2009

Skills
Investments, Financial Analysis, Asset Allocation, Strategic Financial..., Leadership, Financial Modeling, Children's Yoga, Hatha Yoga, Asset Management, Mutual Funds, Alternative Investments, Portfolio Management

Education
University of Oregon   2003 — 2008
Bachelor of Arts, Accounting

Justina Lai Justina Lai San Francisco, California Details
Justina Lai's Wetherby Asset Management Experience September 2015 - Present
Job Director of Impact Investing at Wetherby Asset Management
Industry Investment Management
Experience
Wetherby Asset Management   September 2015 - Present
Sonen Capital LLC  January 2013 - September 2015
The Rockefeller Foundation  September 2009 - December 2012
Legacy Venture  June 2009 - September 2009
Rwanda Works   June 2008 - August 2008
Vestar Capital Partners  August 2005 - June 2007
Citigroup Global Markets  July 2003 - June 2005

Skills
Private Equity, Investments, Emerging Markets, Impact Investing, Venture Capital, LBO, Portfolio Management, Investment Management, Alternative Investments, Business Strategy, Due Diligence, Strategic Planning, International..., Valuation, Mergers & Acquisitions, Capital Markets, Financial Modeling, Grants, Hedge Funds, Finance, Research, Corporate Finance

Education
Stanford University Graduate School of Business   2007 — 2009
Master of Business Administration

New York University - Leonard N. Stern School of Business   1999 — 2003
BS

Steve Pitchford, CPA Steve Pitchford, CPA San Francisco Bay Area Details
Steve Pitchford, CPA's Wetherby Asset Management Experience October 2013 - July 2015
Job Tax Advisor & Portfolio Manager at Bingham, Osborn & Scarborough
Industry Accounting
Experience
Wetherby Asset Management   October 2013 - July 2015
Deloitte Tax  January 2011 - October 2013
UBS Wealth Management  June 2009 - September 2009

Skills
Finance, Budgets, Investments, Access, Accounting, Management

Education
Santa Clara University   2010 — 2010
Certificate of Advanced Accounting Profiency, Accounting

University of California, Davis   2006 — 2010
Bachelor of Arts, Economics

Anne Hoyer Anne Hoyer Bellingham, Washington Details
Anne Hoyer's Wetherby Asset Management Experience March 2010 - October 2012
Job Relationship Manager, Asset Advisors LLC
Industry Financial Services
Experience
Asset Advisors, LLC   October 2013 - Present
Kaspick & Company  April 2013 - September 2013
Wetherby Asset Management   March 2010 - October 2012
Brouwer & Janachowski  April 2001 - February 2010
Caton Financial   February 2000 - April 2001
Westamerica Bank  April 1994 - February 2000
Heritage Bank & Trust  April 1988 - February 1994

Skills
Investments, Portfolio Management, Financial Services, Asset Allocation, Mutual Funds, Asset Managment, Wealth Management, Retirement Planning, Equities, Alternative Investments, Securities

Education
College of Marin   2004 — 2007
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies

Amanda Margolis Amanda Margolis San Francisco Bay Area Details
Amanda Margolis's Wetherby Asset Management Experience February 2007 - June 2012
Job CPA Candidate
Industry Accounting
Experience
Novogradac & Company LLP  January 2013 - April 2013
Wetherby Asset Management   February 2007 - June 2012

Education
Golden Gate University   2012 — 2013
Masters of Accountancy, Accounting

Washington University in St. Louis   2002 — 2004
Master of Business Administration (MBA)

Peter Roberge Peter Roberge San Francisco, California Details
Peter Roberge's Wetherby Asset Management Experience January 2015 - Present
Job Process Engineer at Wetherby Asset Management
Industry Financial Services
Experience
Wetherby Asset Management   January 2015 - Present
Wetherby Asset Management   July 2013 - Present
U.C. Santa Barbara Police Department   October 2011 - June 2013
Sports Basement  January 2008 - September 2011
U.C. Riverside Department of Chemistry   October 2009 - March 2010

Skills
Data Analysis, Research, Public Speaking, Customer Service, Spreadsheet Applications, Microsoft Excel, Financial Analysis, Economics, Teamwork, Mountain Biking, VBA, SQL, Mathematica, Compliance, Microsoft Access, JavaScript

Education
UC Santa Barbara   2011 — 2013
Bachelor of Arts (B.A.), Economics, Senior

UC Riverside   2009 — 2011

uhs

Emily Janowsky Emily Janowsky Corte Madera, California Details
Emily Janowsky's Wetherby Asset Management Experience 1992 - 1999
Job CoFounder, Camp Jano
Industry Civic & Social Organization
Experience
Corte Madera Parks and Recreation Commission   July 2014 - Present
Self-employed  2010 - Present
Wells Fargo  2001 - 2012
Wetherby Asset Management   1992 - 1999

Skills
Fundraising, Social Media, Strategic Communications, Public Relations, Investments, Nonprofits

Education
University of California, Santa Barbara   1988 — 1992
Political Science

Marin Academy

Cathy Smart Cathy Smart United States Details
Cathy Smart's Wetherby Asset Management Experience 2006 - 2009
Job Consultant Financial Services
Industry Financial Services
Experience
Consultant - Financial Services   2009 - Present
Wetherby Asset Management   2006 - 2009
Managers Investment Group/Fremont Investment Advisors   2002 - 2006
mPower Advisors   1999 - 2002
Tektronix  1996 - 1998

Skills
Chartered Financial..., Investment Research, Financial Writing, Consulting, Marketing

Education
Oregon State University
Bachelor of Arts (B.A.), International Business

Willamette University - Atkinson Graduate School of Management
Master of Business Administration (MBA), Finance and Marketing