What Does Wetherby Asset Management | Laird Norton Do?

Total employees275
HeadquartersSan Francisco
Founded1990

Wetherby Asset Management | Laird Norton is an independent, employee-owned wealth management firm that provides comprehensive financial advisory and investment management services to high-net-worth individuals, families, endowments, and foundations. Originally founded as Wetherby Asset Management in 1990, the firm merged with Laird Norton Wealth Management (with roots dating back to 1855) in 2022 to enhance its capabilities and client service offerings. The firm is known for its client-centric approach, fiduciary responsibility, and significant expertise in sustainable and impact investing, managing billions in client assets.

Where Is Wetherby Asset Management | Laird Norton's Headquarters?

Wetherby Asset Management | Laird Norton officeWetherby Asset Management | Laird Norton officeWetherby Asset Management | Laird Norton officeWetherby Asset Management | Laird Norton office
*Images sourced via web search. Rights belong to original owners

HQ Function

Serves as the main operational hub, housing key leadership, investment strategy development, portfolio management, client services, and administrative functions for the firm.

Notable Features:

Modern office facilities within a Class A skyscraper, offering panoramic city views and proximity to key financial institutions and transportation.

Work Culture:

A collaborative, client-focused, and intellectually stimulating environment that emphasizes professionalism, integrity, teamwork, and continuous learning. The culture promotes a fiduciary mindset and a commitment to achieving client financial goals.

HQ Significance:

The San Francisco office is significant as the founding location of Wetherby Asset Management and remains a central hub for the merged entity, driving its strategic direction and West Coast operations.

Values Reflected in HQ: The headquarters' design and location reflect the firm's values of professionalism, excellence, discretion, and a commitment to providing a sophisticated and accessible environment for clients and employees.

Location:

While Wetherby Asset Management | Laird Norton's physical offices are located in the United States (San Francisco, New York, and Seattle), the firm serves clients with diverse and often global financial interests. Their comprehensive wealth management services include structuring global investment portfolios, managing international assets through selected sub-advisors and strategies, and advising on cross-border financial planning considerations for their U.S.-based clientele. This includes support for U.S. expatriates or clients with international family or business connections. The firm's global capabilities are primarily exercised through strategic partnerships and access to global markets rather than direct international offices.

Street Address:

425 Market Street, Suite 2400

City:

San Francisco

State/Province:

CA

Country:

USA

Where Else Does Wetherby Asset Management | Laird Norton Operate Around the World?

New York, NY, USA

Address: 575 Fifth Avenue, Floor 15, New York, NY 10017

Establishes a strong presence in a major global financial center, facilitating client engagement, business development, and access to East Coast financial markets, talent, and opportunities.

Seattle, WA, USA

Address: 801 Second Avenue, Suite 1600, Seattle, WA 98104

Serves as a key center for the firm's longstanding client base in the Pacific Northwest, leveraging the historical strength, reputation, and community ties of Laird Norton in the region.

Buying Intent Signals for Wetherby Asset Management | Laird Norton

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Who's Leading Wetherby Asset Management | Laird Norton? Meet the Executive Team

As of April 2025, Wetherby Asset Management | Laird Norton' leadership includes:

Debra Wetherby - Founder & Managing Partner
Howard J. Weiss - Managing Partner & Chief Investment Officer
Kristen M. Bauer - Managing Partner & Chief Client Officer
Brent R. Lium - Managing Partner & Chief Operating Officer
Jennifer A. Tosti - Managing Partner & Chief Fiduciary Officer

Who's Investing in Wetherby Asset Management | Laird Norton?

Wetherby Asset Management | Laird Norton has been backed by several prominent investors over the years, including:

Privately Held
Employee-Owned

What Leadership Changes Has Wetherby Asset Management | Laird Norton Seen Recently?

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In the past 12 months, Wetherby Asset Management | Laird Norton has focused on integrating and strengthening its leadership team following the merger. A key executive development includes the appointment of Jennifer Tosti to Chief Fiduciary Officer, underscoring the firm's commitment to fiduciary excellence and client trust services. No major C-suite departures have been publicly announced during this period.

New Appointments:

Jennifer A. Tosti, Jennifer Tosti was appointed as Chief Fiduciary Officer, leveraging her extensive experience in trust and estate planning to enhance the firm's fiduciary services.

What Technology (Tech Stack) Is Used byWetherby Asset Management | Laird Norton?

Discover the tools Wetherby Asset Management | Laird Norton uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

Wetherby Asset Management | Laird Norton Email Formats and Examples

Wetherby Asset Management | Laird Norton commonly uses an email format that combines the first initial of an employee's first name with their full last name, followed by '@wetherby.com'. While this is the most frequently observed pattern, other formats may exist within the organization.

flast@wetherby.com

Format

jdoe@wetherby.com

Example

85%

Success rate

What's the Latest News About Wetherby Asset Management | Laird Norton?

Pensions & Investments (pionline.com)December 12, 2023

Wetherby Asset Management | Laird Norton recognized as a Best Place to Work in Money Management 2023

Pensions & Investments named Wetherby Asset Management | Laird Norton as one of the Best Places to Work in Money Management for 2023. The recognition highlights the firm's positive work environment, employee benefits, and overall employee satisfaction....more

Financial Advisor Magazine (fa-mag.com)November 15, 2023

Wetherby Asset Management | Laird Norton Names New Fiduciary Chief

Wetherby Asset Management | Laird Norton announced the appointment of Jennifer Tosti as its new chief fiduciary officer. Tosti, already a managing partner with the firm, previously led its trust and estate planning practice and will now take on expanded responsibilities in this new C-suite role....more

Wetherby Asset Management (wetherby.com news section / PR Newswire)February 1, 2022

Wetherby Asset Management and Laird Norton Wealth Management Merge

Wetherby Asset Management and Laird Norton Wealth Management announced the completion of their merger, creating a prominent independent wealth management firm with over $15 billion in assets under management and advisement. The combined entity operates as Wetherby Asset Management | Laird Norton....more

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