Megan Valerie Tom
Gestor de Cartera-Acciones en Laird Norton Wetherby Wealth Management LLC .
Perfil
Ms. Megan V.
Tom is a Wealth Advisor at Laird Norton Wetherby Wealth Management LLC.
She works alongside wealth managers to provide personalized portfolio management and financial planning services for our clients.
She also supports the firm’s philanthropic and charitable planning initiatives.
Ms. Tom previously worked as Digital Banking Associate at First Republic Bank where she provided client support for personal and corporate digital products form 2014 to 2015.
She received her BS in Management with a concentration in Finance and Information Systems from Boston College.
She is a Certified Financial Planner certificant.
Cargos activos de Megan Valerie Tom
| Empresas | Cargo | Inicio |
|---|---|---|
Laird Norton Wetherby Wealth Management LLC
 Laird Norton Wetherby Wealth Management LLC Investment ManagersFinance Laird Norton Wetherby Wealth Management LLC (LNW) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Debra Lee Wetherby in 1990 and formerly known as Wetherby Asset Management, Inc. and Wetherby Asset Management LLC. They are owned by Laird Norton Wetherby Trust Co. LLC, a subsidiary of Laird Norton Enterprises, Inc. LNW provides investment and financial advisory services predominantly to wealthy individuals and families, as well as their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments. | Gestor de Cartera-Acciones | 01/06/2015 |
Formación de Megan Valerie Tom.
| Boston College | Undergraduate Degree |
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 1 |
|---|---|
Laird Norton Wetherby Wealth Management LLC
Laird Norton Wetherby Wealth Management LLC Investment ManagersFinance Laird Norton Wetherby Wealth Management LLC (LNW) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Debra Lee Wetherby in 1990 and formerly known as Wetherby Asset Management, Inc. and Wetherby Asset Management LLC. They are owned by Laird Norton Wetherby Trust Co. LLC, a subsidiary of Laird Norton Enterprises, Inc. LNW provides investment and financial advisory services predominantly to wealthy individuals and families, as well as their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments. | Finance |
- Bolsa de valores
- Insiders
- Megan Valerie Tom
