Meet the Wetherby Team

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

Scott Byrnes

Wealth Manager and Shareholder

Jennifer Chan, CFA

Wealth Manager

Christy T. 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

Marie Gurgel

Estate Planning Associate

Lauren Halloran

Compliance Manager and Chief Compliance Officer

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, Chief Financial Officer and Shareholder

Nick Kanzaki, CFP®

Wealth Advisor

Samuel (Skip) Karetsky

Senior Advisor and Shareholder

Keon Khamsehpour, CPWA®, CAIA

Wealth Manager and Shareholder

Debra Kuang, CFP®

Wealth Advisor

Justina Lai

Chief Impact Officer and Shareholder

Wendy Lai, CPWA®, CDFA®

Wealth Advisor and Shareholder

Karen Leech, CPWA®

Wealth Manager and Shareholder

John K. Mell III, CFA, CFP®

Wealth Manager and Shareholder

Aaron Mirandon

Senior Investment Analyst

Kate Morham, CFA, CFP®

Wealth Manager

Laura Pantaleo

Wealth Advisor

Maria Pyatigorsky, CFA

Wealth Manager and Shareholder

Brandon Smith

Director of Estate Planning and Shareholder

Simon Smundak, CFA

Senior Investment Analyst and Shareholder

Debra Wetherby, CFA, CFP®

Chief Executive Officer, Wealth Manager and Shareholder

Cara Williams, CFA, CAIA

Director of Client Service and Shareholder

Kyle Winterbotham

Wealth Advisor and Shareholder

Lauren Wood, CFA, CFP®

Wealth Manager and Shareholder

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