Justina Lai Email

Chief Impact Officer and Shareholder . Wetherby Asset Management

San Francisco, CA

Location

Current Roles

Employees:
35
Revenue:
$6.4M
About
Wetherby Asset Management provides sophisticated investment advice and comprehensive wealth planning for high net worth families, individuals and institutions. As an independent advisory firm we offer objective, unbiased and thoughtful financial counsel centered on each client's unique needs and priorities. Wetherby is an independent SEC Registered Investment Advisor that manages over $4.5 billion in assets as of December 31, 2017. We are headquartered in San Francisco with an additional office in New York. Please see https://wetherby.com/disclosures/ for important disclosures.
Wetherby Asset Management Address
580 California Street
San Francisco, CA
United States
Wetherby Asset Management Email
Wetherby Asset Management Phone Numbers
415-399-9159

Past Companies

Wetherby Asset ManagementChief Impact Officer and Shareholder
Wetherby Asset ManagementDirector of Impact Investing and Shareholder
University of California, Berkeley, Haas School of BusinessProfessional Faculty

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