Our team at Wetherby Asset Management proudly congratulates Deb Wetherby, CEO, Wealth Manager and Shareholder, for ranking among the outstanding female wealth advisors on Forbes’ 2020 Top Women Wealth Advisors list. The 1,000 women on the 2020 list manage nearly $920 billion in client assets, and nearly one-in-five manage at least $1 billion.
Deb Wetherby, who ranked 11th on the list, founded Wetherby Asset Management in 1990. Now as CEO, Wealth Manager and Shareholder, Deb serves our larger and more complex clients while simultaneously fostering a strong workplace culture committed to consensus building and mutual respect among all employees. Our firm’s core values of objectivity, integrity and thoughtfulness have attracted exceptionally talented team, including many women. At Wetherby Asset Management as of April 21, 2020, 38 of our 72-person team are female, just over 50%.
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. For over 30 years, our team has remained dedicated to helping our clients achieve their goals by providing exceptional investment management and wealth planning services. Putting our clients first guides our decision-making and culture, and allows us to build long-term, caring and trusted relationships.
Congratulations Deb!
This accolade is presented for informational purposes only; no warranty is either expressed or implied by its presentation. The accolade may not be representative of actual or specific client experiences and should not be considered an endorsement. Wetherby Asset Management (Wetherby) acknowledges the rating reflects an average of all, or sample of all, of an advisor’s or the firm’s clients and thus may not be representative of any single client’s experience. Wetherby’s receipt of accolades should not be considered a guarantee of future performance results. Wetherby did not pay a fee to participate in consideration of this accolade.
The 2020 Forbes ranking of Top 100 Women Wealth Advisors, developed by SHOOK™ Research, considers female advisors with seven years of experience, a minimum of one year experience at their current firm, over 50% of their revenue and production with individuals, an acceptable compliance record, and who have completed an online survey. The ranking is determined based on the quality of practice, including telephone and in-person interviews, a review of best practices, service and investing models, and compliance records, revenue trends and assets under management. Investment performance is not part of the criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. This ranking surveyed approximately 9,654 female advisors, of which 9.65%, or 1,000 advisors, successfully ranked for this list. For additional information and methodology, please visit https://www.forbes.com/sites/rjshook/2020/04/21/the-2020-forbes-ranking-of-americas-top-women-wealth-advisors-methodology/#1401a77c487f.