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
- Ben Andrew Client Analyst
- Matt Argyropoulos Director, Client Services
- Carla Avendano Client Analyst
- Jacki Badal General Counsel and Corporate Secretary
- David Baker Senior Director, Investment Strategy and Communications
- 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 Strategy Officer
- Ian Campbell Reporting Supervisor
- Ada Campos Compliance Associate
- Clarisse Chavez Trust Associate
- Whitney Chivinski Trust Associate
- Marina Cigledy Client Associate
- Kim Conaty Director, Administrative Resource Group
- Trey Cranney Client Analyst
- 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
- 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 Legacy Strategist
- Jocelyn Guarnes Operations Specialist II
- Leslie Harrison Associate General Counsel
- Chris Hauswirth Chief Business Development Officer
- Alana Hawkins Senior Client Associate
- Ross Henry Senior Director, Client Services
- Ursula Heuscher Senior Trust Associate
- Dave Hill Senior Client Analyst
- Natalee Holt Client Associate
- Sean Hummel Client Analyst
- Yong Jeong Administrative Associate
- Brian Johnson Director, Client Services
- Palak Kapur Client Associate
- Sabreena Khan Operations Specialist
- Megu Kilmer-Morris Operations Data Analyst
- Futoshi Kobayashi Senior Graphic Designer
- Andrew Kouchi Senior Client Associate
- Justina Lai Chief Impact Officer
- Ga-Hsin Lai Senior Technical Program Manager
- Teri LaMar Senior Director, Client Services
- Scott Larson Senior Investment Analyst
- Sherry Lehmann Managing Director, Human Resources
- June Lim Tax Specialist
- Alyssa Luttrell Investment Business Manager
- Rena Macoubrie Trust Associate
- Kendall Maddux Senior Client Associate
- James Mahoney Senior Director, Client Services
- Lauren P. Martin Director, Client Services
- Kristi Mathisen Managing Director, Tax & Financial Planning
- Will Mayer Wealth Analyst
- Rebecca Miles Client Analyst
- Aaron Mirandon Senior Investment Analyst
- Jenna Moffat Senior Trust Associate
- Erin Moyer Managing Director, Marketing & Communications
- Angie Myers Client Analyst
- Sarah Myhre Manager, Operations
- Katie Neuman Administrative Associate
- Fidya Njoo Systems/Project Lead
- David Nolte Operations Specialist
- Monica Padineant Director, Client Services
- Lisa Pham Human Resources Generalist
- Stan Poltavets Investment Analyst
- Cesar Ramos Database Developer
- Yvonne Razo Senior Client Associate
- Cody Reaves Director, Client Services
- Michelle Reid Payroll Manager
- Jeff Sain Director, Client Services
- Nayeli Sanchez Senior Client Associate
- Lee-Norah Sanzo Senior Director, Client Services
- Monica Scheiber Trust Associate
- Cassandra Scroggs Senior Client Analyst
- Shantae Shimabuku Lead Operations Specialist
- Amy Singh Executive Assistant
- Debra Smiley Director, Client Services
- Simon Smundak Senior Director, Manager Research
- Ryan Sprayberry Senior Client Associate
- Soula Stefanopoulos Senior Content Manager & Writer
- Caroline Stetson Dibble Senior Investment Associate
- Heather Szegedi Trust Associate
- Vichhika Taing Operations Specialist II
- Leiya Tatad Client Associate
- Tad Trammell Managing Director, Operations & Reporting
- Robert Trinchet Director, Information Technology
- Judi Tucker Senior Accountant
- Joseph Turner Senior Director, Accounting
- Rodney Van Belle Director, Client Services
- Debra Wetherby Managing Partner, Wetherby Asset Management
- Brian Whitaker Senior Director, Client Services
- Andrew N. Whitney Investment Associate
- Carla Wigen Chief Operating Officer
- Lathrope Wilmore Operations Specialist
- Kirsten Wisdom Trust Analyst
- Tonye Wokoma Client Analyst
- Ria Wright Business Development Manager
- Suzanne Zahniser Of Counsel and Assistant Corporate Secretary
- Susan Zurek Director, Client Services