More Than Stewards for Your Wealth
Partners in your possibilities.
We are long-term partners for exceptional clients wanting to achieve their greatest impact. And the team we have in place makes it happen. We have spent decades assembling a group of experts uniquely capable of optimizing all aspects of your financial life – from investments, to tax planning, to trusts and estates. And we work closely with you to align your finances with your life and your legacy.
In January 2022, Laird Norton Wealth Management merged with Wetherby Asset Management, bringing together the talents, resources and passions of two leading independent advisory firms to position our organization as a lifelong, multigenerational resource and partner for clients and their families. Learn about the Wetherby team here.

- Ronald G. Albahary Chief Investment Officer
- Matt Argyropoulos Director, Client Services
- David Baker Senior Director, Investment Strategy & Research
- Nathan Barnard Investment Analyst
- Kristen Bauer Chief Executive Officer
- Jann Berry Facilities Coordinator
- Julie Bronson Project Manager
- Penny Bunch Senior Fiduciary Analyst
- Scott Butterfield Chief Client Services Officer
- Ian Campbell Reporting Supervisor
- Clarisse Chavez Trust Associate
- Marina Cigledy Client Associate
- Carley Clark Senior Client Analyst
- Kim Conaty Director, Administrative Resource Group
- Smritika Das Performance Reporting Analyst
- Chase Davenport Performance Specialist
- Greg Deeth Helpdesk/System Administrator
- Kate Donnelly Senior Director, Client Services
- Elizabeth Emory Senior Compliance Officer
- Charlene Farkas Director, Client Services
- Mark Fineza Performance Reporting Analyst
- Jack Fraser Client Service Associate
- Kari Frink Trust Analyst
- Conrad Gehrmann Chief Financial Officer
- Lin Gong Director, Client Services
- John Goodwin Chief Business Development Officer
- Jocelyn Guarnes Operations Specialist II
- Leslie Harrison Senior Compliance Officer
- Alana Hawkins Senior Client Associate
- Ross Henry Senior Director, Client Services
- Ursula Heuscher Senior Trust Associate
- Dave Hill Client Analyst
- Robert Hille General Counsel and Chief Compliance Officer
- Bharti Jadav Operations Specialist
- Yong Jeong Guest Services Associate
- Brian Johnson Director, Client Services
- Sabreena Khan Operations Specialist
- Megu Kilmer-Morris Operations Data Analyst
- Futoshi Kobayashi Senior Graphic Designer
- Andrew Kouchi Senior Client Associate
- Ga-Hsin Lai Senior Technical Program Manager
- Teri LaMar Senior Director, Client Services
- Sherry Lehmann Managing Director, Human Resources
- June Lim Tax Specialist
- Alyssa Luttrell Investment Business Manager
- Rena Macoubrie Trust Associate
- Kendall Maddux Client Associate
- James Mahoney Senior Director, Client Services
- Lauren P. Martin Director, Client Services
- Kristi Mathisen Managing Director, Tax & Financial Planning
- Will Mayer Client Associate
- Leo Miller Investment Associate
- Jenna Moffat Senior Trust Associate
- Erin Moyer Managing Director, Marketing & Communications
- Angie Myers Client Analyst
- Sarah Myhre Manager, Operations
- Katie Neuman Client Associate
- Fidya Njoo Systems/Project Lead
- David Nolte Operations Specialist
- Monica Padineant Director, Client Services
- Lisa Pham Human Resources Generalist
- Stan Poltavets Senior Investment Associate
- Cesar Ramos Database Developer
- Yvonne Razo Client Associate
- Cody Reaves Director, Client Services
- Jeff Sain Director, Client Services
- Nayeli Sanchez Client Associate
- Lee-Norah Sanzo Senior Director, Client Services
- Monica Scheiber Trust Associate
- Cassandra Scroggs Client Analyst
- Michelle Serpas Payroll and Benefits Administrator
- Shantae Shimabuku Lead Operations Specialist
- Amy Singh Executive Assistant
- Maria Siwek-Fernald Senior Client Analyst
- Debra Smiley Director, Client Services
- Ryan Sprayberry Client Associate
- Soula Stefanopoulos Senior Content Manager & Writer
- Luke Stupariu Client Associate
- Heather Szegedi Trust Associate
- Vichhika Taing Operations Specialist II
- Leiya Tatad Operations Specialist
- Traci Tipple Client Analyst
- Tad Trammell Managing Director, Operations & Reporting
- Robert Trinchet Director, Information Technology
- Judi Tucker Senior Accountant
- Joseph Turner Controller
- Rodney Van Belle Director, Client Services
- Debra Wetherby Managing Partner, Wetherby Asset Management
- Brian Whitaker Senior Director, Client Services
- Carla Wigen Chief Operating Officer
- Lathrope Wilmore Operations Specialist
- Kirsten Wisdom Trust Analyst
- Tonye Wokoma Client Analyst
- Suzanne Zahniser Corporate Secretary
- Susan Zurek Director, Client Services