Meet the Wetherby Team

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

Jennifer A. Ayer

Wealth Manager

Bong Choi

Director of Research

Sarah Copeland

Director of Estate Planning and Senior Investment Associate

Christy T. Covalesky, CFP®

Wealth Manager and Shareholder

David Ferguson, CFP®

Wealth Manager and Shareholder

Holly Galbrecht, CFP®

Investment Advisor

Mike Graziano, CFP®

Wealth Manager and Shareholder

Christopher Hauswirth

Wealth Manager, Director of Alternative Investments and Shareholder

Steve Herzog, CFP®

Wealth Manager and Shareholder

Jennifer K. Hicks

Wealth Manager and Shareholder

Trevor Hicks, PMP®, CISSP®, CISM

Director of Technology

Stephen Janowsky

Chief Operating Officer and Shareholder

Samuel (Skip) Karetsky

Wealth Manager and Shareholder

Justina Lai

Director of Impact Investing

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

Andrew Pratt, CFA

Wealth Manager and Shareholder

Simon Smundak, CFA

Senior Research Analyst and Shareholder

Debra Wetherby, CFA, CFP®

Chief Executive Officer, Wealth Manager and Shareholder

Kyle A. Winterbotham

Investment Advisor and Shareholder

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