We are proud to congratulate Deb Wetherby, Managing Partner, Shareholder and Founder of Wetherby Asset Management, for her recognition as one of Barron’s Top Women Financial Advisors for 2022. Barron’s has been recognizing outstanding women in the industry since 2005, and we are pleased to see Deb included among such impressive company. “Deb has modeled the way as a successful advisor and also as a leading female executive amongst independent advisory firms,” commented Karen Leech, Wealth Manager and Shareholder at Wetherby Asset Management. “Working with her and the Wetherby team is a great privilege.”
Our Wetherby team is currently 56% women, and we remain committed to advancing gender equity in the field of financial advising and wealth management. As part of this commitment, our firm has in place a formal Diversity, Equity and Inclusion (DEI) Committee to further support a truly inclusive culture and drive diversity innovation in our industry. We also include DEI considerations, including gender equity, as part of our standard due diligence for all investments.
The Top 100 Women Financial Advisors list is produced annually by Barron’s. To determine the rankings, Barron’s team evaluated female wealth advisors throughout the United States. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, asset preservation and the quality of the advisors’ practices. Investment performance isn’t an explicit criterion because clients pursue a range of goals.
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. While Wetherby did not pay a fee to participate in consideration of this accolade, Wetherby does pay Barron’s for subsequent enhanced advertising and promotion of the accolade.
The 2022 Top Women Financial Advisors listing is produced annually by Barron’s. To determine the rankings, the Barron’s team evaluated female wealth advisors throughout the United States for characteristics such as the volume of assets overseen by the advisors and their teams, revenues generated for the firms, asset preservation and the quality of the advisors’ practices. Investment performance isn’t an explicit criterion because clients pursue a range of goals. For additional information and methodology, please visit https://www.barrons.com/articles/barrons-top-advisors-methodology-1534541819