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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.
Serves as the main operational hub, housing key leadership, investment strategy development, portfolio management, client services, and administrative functions for the firm.
Modern office facilities within a Class A skyscraper, offering panoramic city views and proximity to key financial institutions and transportation.
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.
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.
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.
425 Market Street, Suite 2400
San Francisco
CA
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.
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.
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.
As of April 2025, Wetherby Asset Management | Laird Norton' leadership includes:
Wetherby Asset Management | Laird Norton has been backed by several prominent investors over the years, including:
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.
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 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
Pensions & Investments (pionline.com) • December 12, 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 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 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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