New Marketing and Sales Leaders to Help Position Firm for Second 50 Years in Business
Seattle (February 16, 2017) – Laird Norton Wealth Management promoted Erin Moyer and Wendy Phillips to new leadership positions, as Managing Director of Marketing and Communications and Director of Sales, respectively. Both step into their new roles as the firm celebrates its 50th anniversary with a focus on business strategies that open new doors for the future.
“Laird Norton Wealth Management has a long history of staying ahead of change and finding new ways to meet our clients on their terms,” said Bob Moser, president and CEO of Laird Norton Wealth Management. “I’m excited about our opportunities in 2017, and putting Erin and Wendy into their new roles will help keep our energy focused in the right direction.”
Moyer will expand her existing role to lead the firm’s corporate philanthropy, strategic partnership and growth-oriented marketing and communications strategies, including introducing new products and services. She will also continue to manage the firm’s marketing, digital marketing, advertising, internal communications and public relations efforts. Moyer, previously Director of Marketing and Communications, will report to Moser.
Phillips will focus on developing new business externally, partnering with client service teams and individual advisors on sales strategies and support to maximize their new business opportunities. She will also assist in designing tools and strategies to increase overall sales opportunities for Laird Norton Wealth Management, including new client segments, targeted client groups and new or increased focus on geographic markets. Phillips, previously a Business Development Officer, will report to Matt Englizian, the firm’s Managing Director of Strategic Planning.
“Celebrating our firm’s 50th anniversary and looking at the exciting future ahead, it’s the perfect time for Wendy and Erin to take on new leadership,” said Englizian. “Both have been trusted partners in our firm’s success, and I’m thrilled to see how they’ll succeed in their new roles.”
About Laird Norton Wealth Management
With nearly $4 billion in assets under advisement, Laird Norton Wealth Management (LNWM) is the Northwest’s premier wealth management company. Originally founded to serve the financial management needs of the Laird and Norton families, the firm now provides personalized wealth management solutions for more than 425 individuals, families, private foundations and nonprofit organizations. For 50 years, Laird Norton Wealth Management has been devoted to helping its clients and their families achieve security, find happiness and thrive in every aspect of their lives. LNWM is relentless in the pursuit of client satisfaction and is committed to never fail at making each client’s best interest its number one priority.
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Laird Norton Wealth Management Names Two to Leadership