Karen began her professional career in the United Kingdom, initially working with two big insurance companies and later as a financial advisor for Compton House Financial Management. New York. After two post-college jobs performing quantitative analyses in New York and Boston, respectively, he entered Harvard’s MBA program. Phone: 415-399-9159, One Rockefeller Plaza, Suite 2610 I spent several years as “second chair” with various wealth managers, and that experience reinforced how much I love digging in and really understanding what our clients want and need. in Business Administration with Accounting Emphasis from University of Montana, Live entertainment (bands, musical theater and comedy), Earned the Certified Private Wealth Advisor, Being promoted through the ranks at Wetherby; it allowed me to take more of a hands-on role with clients and work more autonomously, and it really solidified my role in client service, Contributed to the launch of ETFs while I was working at Schwab; I worked with a number of different teams, and the ETFs were immediately successful in accumulating assets, B.A. in Taxation from California Polytechnic State University, San Luis Obispo. Beyond that, I am involved in steering our operations processes, making sure that we build on our established standard of excellent client service. After leaving the company to travel she decided to enter the investment advisory/wealth management business. During this substantial transition, the firm recognized that my past process development experience and eye for business efficiency would be a perfect long-term fit. in Commerce from McIntire School of Commerce at the University of Virginia, Enjoy spending time with my three children and three grandchildren, Part of a pottery cooperative and love to throw pots, Enjoy skiing, reading and hiking, and have run in three marathons, Built successful client and investment consultant relationships at both BlackRock and Franklin Templeton, Integrated past experiences in client service and operations into my current role at Wetherby; in particular, helping clients achieve their goals, Took advantage of my love of learning to earn several certifications – MBA, CFA, CAIA, Grateful for the opportunity to raise my two children and continue my career, MBA in Economics from Haas School of Business, University of California, Berkeley. Joining Wetherby was one of the best decisions I ever made. As Controller, I serve our internal and external stakeholders, overseeing all financial accounting, reporting and budgeting responsibilities. Chief Operating Officer, Chief Financial Officer and Shareholder. This integrated my marketing and branding background while allowing me to learn even more about our staff and their strengths. I really love collaborating with our clients. Wetherby Asset Management provides sophisticated investment advice and comprehensive wealth planning for high net worth families and individuals. If I had to choose three words to describe us, I’d say collegial, fun and principled. What I like about my job is that it allows me to be creative, strategic and tactical. I joined Wetherby Asset Management in 2018. “Wetherby is a place where collegial teamwork seems to happen naturally.”, “I am a passionate student of the markets. I joined Wetherby Asset Management in 2019. Senior Investment Analyst and Shareholder. When I joined Wetherby, it was considered a pioneer, and it still is. I joined Wetherby in 2018 as a Client Service Associate. Through my role I focus on alternative investments, ensuring our systems are updated and reported correctly. As our firm’s Director of Client Service, my goals are to make sure we have the right resources and processes in place to effectively support our clients and our growth. Impact investing offers clients the opportunity to advance social and/or environmental goals while generating financial returns. From our offices in San Francisco, New York and Los Angeles, Wetherby Asset Management advises on over $5.5 billion in assets for wealthy individuals and families throughout the United States. If I had to pick three words to describe the Wetherby culture, I’d say supportive, dedicated and fun. in Art History from Southern Oregon University, Working with the Fine Arts Museums of San Francisco, Hanson Bridgett LLP, Controller, 2019-2020, Oversight of firm accounting functions, including tax compliance, payroll, accounts payable and participation in budgeting processes, Perkins Coie LLP, Controller – Affiliates, 2014-2019, Administration of all partner affiliate entity accounting, including firm investment accounting and related tax work, Johnson & Shute, P.S., Tax & Accounting Manager, 2005-2014, Tax compliance, assurance and advisory services for high net worth individuals, mid-sized businesses and not-for-profit entities, Certified Public Accountant, Washington State, MBA with Accounting Emphasis from City University of Seattle, B.S. Skip is also an independent director of Harding Loevner Funds, Inc., a mutual fund complex. Deb began her career as a Certified Public Accountant, working for Price Waterhouse in San Francisco in both its Audit and Management Consulting Departments. B Corporations are leaders of the global movement of people using business as a force for good™. As a Senior Financial Operations Associate, I support the needs of our client service teams by researching and troubleshooting various operational issues.

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