Lauren Wood

Lauren Wood

Gestor de Cartera-Acciones en Laird Norton Wetherby Wealth Management LLC .

Finance
Consumer Services
Commercial Services

Perfil

Ms. Lauren Wood, CFA MBA, is a Wealth Manager at Laird Norton Wetherby Wealth Management LLC.
She joined the firm in 2015.
She helps manage client portfolios and advise on financial planning topics such as tax planning, insurance, retirement, estate planning and investment management.
Additionally, she supports the firm’s manager selection process to select and evaluate a rich universe of investment opportunities that address the firm's client’s needs.
Ms. Wood was previously employed as an Associate by Credit Suisse Securities (USA) LLC (Broker) and a Principal by Analytica International, Inc. She received her B.S.
in Engineering Science from Vanderbilt University and an MBA from Columbia University.
She is also a Certified Financial Planner™ certificant.

Cargos activos de Lauren Wood

EmpresasCargoInicio
Gestor de Cartera-Acciones 01/01/2015
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Antiguos cargos conocidos de Lauren Wood.

EmpresasCargoFin
Analyst-Equity 31/12/2014
Corporate Officer/Principal 31/12/2009
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Formación de Lauren Wood.

The Trustees of Columbia University in The City of New York Masters Business Admin
Vanderbilt University Undergraduate Degree

Experiencias
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Relaciones de 1er grado

5

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