We are proud to congratulate Lauren Wood, CFA, CFP®, Wealth Manager and Shareholder, for her recognition as one of Forbes Top Women Wealth Advisors in California. This is the seventh edition of Forbes’ rankings and we are pleased to see Lauren included in such an impressive group.
A host of research, including recent studies by Wells Fargo1 and Vanguard2, show that gender diversity can directly impact investment returns. In addition, we know that having a more diverse team of advisors, including gender, allows us to better serve our clients.
Our Wetherby team is currently 57% 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 a formal Diversity, Equity and Inclusion (DEI) Committee in place to 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 Women Wealth Advisors Best-in-State list is produced annually by Forbes and SHOOK Research. The ranking is based on an algorithm of qualitative data, learned through surveys and interviews conducted by telephone, in-person and virtually to evaluate best practices, such as service models, investing models and compliance records, as well as quantitative data, such as revenue trends and assets under management.
1Wells Fargo. “Women and investing: The strengths of women investors.” Accessed February 7, 2023.
2Vanguard. “Telltale signs of higher returns? Gender mix could be one.” June 28, 2022.
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 2023 Top Women Wealth Advisors Best-in-State listing is produced annually by Forbes and SHOOK Research. To determine the rankings, the SHOOK Research team employed an algorithm of qualitative data, learned through surveys and interviews conducted by telephone, in-person and virtually to evaluate best practices, such as service models, investing models and compliance records as well as quantitative data, such as revenue trends and assets under management. For additional information and methodology, please visit https://www.forbes.com/sites/rjshook/2023/02/02/methodology-americas-top-women-wealth-advisors-2023/