Meet the Wetherby Team

Full Team
Client Service
Research
Operations & Administration
Senior Profiles
The Wetherby Team

Scott Byrnes

Wealth Manager

Bong Choi, CFA, CAIA, CSRIC

Director of Research and Shareholder

Christy Covalesky, CFP®

Wealth Manager and Shareholder

David Ferguson, CFP®

Wealth Manager and Shareholder

Holly Galbrecht, CFP®, RICP®

Wealth Manager

Mike Graziano, CFP®

Wealth Manager and Shareholder

Lyssa Grimaldo, CFP®, CDFA®

Wealth Manager

Christopher Hauswirth

Wealth Manager and Shareholder

Steve Herzog, CFP®

Wealth Manager and Shareholder

Jennifer Hicks, CFP®

Wealth Manager and Shareholder

Trevor Hicks, PMP®, CISSP®, CISM

Chief Technology Officer and Shareholder

Stephen Janowsky

Chief Operating Officer and Shareholder

Samuel (Skip) Karetsky

Wealth Manager and Shareholder

Keon Khamsehpour, CPWA®, CAIA

Wealth Manager

Justina Lai

Director of Impact Investing and Shareholder

Wendy Lai, CPWA®, CDFA®

Investment Advisor and Shareholder

Karen Leech, CPWA®

Wealth Manager and Shareholder

John K. Mell III, CFA, CFP®

Wealth Manager and Shareholder

Jack Olson, CPA, CFA, IACCP®

Chief Financial Officer, Chief Compliance Officer and Shareholder

Brandon Smith

Director of Estate Planning

Simon Smundak, CFA

Senior Research Analyst and Shareholder

Debra Wetherby, CFA, CFP®

Chief Executive Officer, Wealth Manager and Shareholder

Cara Williams, CFA, CAIA

Director of Operations and Shareholder

Kyle Winterbotham

Investment Advisor and Shareholder

Lauren Wood, CFA, CFP®

Wealth Manager and Shareholder

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