Wetherby Welcomes Inaugural Intern Class

This summer, as part of our commitment to diversity, equity and inclusion, we were excited to launch a formal paid internship program.

We know from both experience as well as data and extensive research that diverse teams perform better, innovate more, and lead to healthier, more productive businesses.1 In an increasingly diverse and distributed world, finding the kind of talent that supports our business and represents the world around us requires intentionally attracting and retaining a diverse team. This allows us to gain access to a wider scope of talent and the value created by that talent.

Our DEI Vision

  • To cultivate an inclusive environment and culture that fosters growth, collaboration and acceptance; where we celebrate the diverse voices and perspectives of our employees; and where employees feel empowered to bring their full, authentic selves. Our diversity drives us forward and enables us to build deeper long-term, caring and trusted relationships with our clients and our community.

This summer, as part of our commitment to diversity, equity and inclusion, we were excited to launch a formal paid internship program. We focused on identifying a pool of diverse talent from which we could select high-potential students to provide professional development experience and the opportunity to explore a career in wealth management. We partnered with The Posse Foundation, a nonprofit dedicated to developing leaders that represent our increasingly multicultural society and supporting them to achieve educational and professional success, to help identify candidates. Beyond our internship program, we’ve enjoyed working with Posse and their scholars more broadly, participating in resume writing workshops and attending panels to give insight into potential career paths. We are grateful to Posse for their partnership and support.

We were excited to welcome Yesenia Verdin and Adrian Chinen as our inaugural internship class this summer. Our goal was to introduce them to the financial services industry broadly, give them experience in various disciplines and welcome them into our culture. We started with a structured orientation, helping them get acclimated to Wetherby and the challenges and opportunities of working remotely. They went through a broad professional development curriculum, giving them introductions to investment management and our other service offerings and offering insights into a day in the life of team members across the firm. They had a chance to get to know our team in a relaxed setting during social activities (we had a blast even over Zoom) and one-on-one chats, offering advice and connection.

Over their ten-week internship, they worked on projects across the firm including investment research, marketing and communications, operations and client service. As just a sampling of activities, they had the opportunity to practice their public speaking skills with firmwide presentations on newsworthy investment topics, helped us launch a successful client event series and learned about digital advertising in the financial services industry. We all learned a lot from them along the way and are so grateful to have them as part of our Wetherby family!

Yesenia

Yesenia Verdin is a rising junior at the University of Puget Sound. She currently lives in Berkeley, CA with her family. In her free time, she loves to try new skincare products and share her best finds online.

I’ve been overwhelmed by how caring everyone in the firm has been. It’s been really meaningful to feel like I had a real support system.

You had a range of internships that you could have considered. What drew you to Wetherby?

I had applied to other internships but was drawn to Wetherby for the opportunity to work on marketing initiatives as well as financial operations and a broad range of other topics. Most internships only give you experience in one field, but my time at Wetherby gave me the opportunity to learn all over the place and help decide what my key interests are and what I want to focus on as I finish school and go into the job market.

What has been most interesting or meaningful? Is there anything that has surprised you?

I’ve been overwhelmed by how caring everyone in the firm has been. It’s been really meaningful to feel like I had a real support system. People are happy to spend time with me and make themselves available to help with projects or even just chat.

What are your biggest takeaways from your time at Wetherby? Has anything changed your path forward?

When I first started, I planned on business as a major and possibly double majoring in economics. Once I came to Wetherby and met people with so many different backgrounds in terms of their education and their careers, I found that the most important thing is to major in one thing and really know what you want to do, but also that you can take a lot of paths in your career.

Having worked on marketing projects here has solidified the idea that marketing and developing content is something I really want to pursue. I’ve learned so much from the real-world experience of working on the projects I’ve taken on at Wetherby.

Adrian

Adrian is a rising senior at Pomona College, where he majors in economics and geology. He currently lives in Miami, FL. He loves to go out on long hikes, play chess and find new and intriguing restaurants wherever he goes.

A healthy culture drives productivity and the well-being of employees at the same time. And I know it’s not just a culture that I’ve seen in the time I’ve been at Wetherby, but it’s part of the firm’s history.

You had a range of internships that you could have considered. What drew you to Wetherby?

I considered a few other firms, but I appreciated the focus on Environmental, Social and Governance and sustainable investing. I hadn’t thought about it before but realized that not every firm has that focus and appreciated that. I also felt early on that Wetherby had a really collaborative and welcoming culture.

What has been most interesting or meaningful? Is there anything that has surprised you?

Working in a team environment is important to me, and I was amazed at how many of my projects involved collaboration with all parts of the firm. I have a particular interest in investment research, and the work with that team was very collaborative which allowed me to learn a lot. At the end of the day, the resulting product is better because of the input of a range of people. I also valued working in a fee-based environment, where what’s best for the firm is really what’s best for the clients in the end. I feel like it helps Wetherby’s longevity and reputation instead of building products that you have to sell to clients. The personal relationships that develop as a result are really impressive.

What are your biggest takeaways from your time at Wetherby?

What will stick with me the most is just how important culture is to a business. I thought it was nice before but that I could deal with anything, and I didn’t fully appreciate how critical it can be. You spend so many hours of your life at work, I’ve realized that you have to know your worth in choosing where you want to spend that time. A healthy culture drives productivity and the well-being of employees at the same time. And I know it’s not just a culture that I’ve seen in the time I’ve been at Wetherby, but it’s part of the firm’s history when you look at the longevity of a lot of the team and what they’ve done over the years. It’s really a part of the DNA of the firm.

 

 

 

1Delivering Through Diversity.” McKinsey and Company. 2018.

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