Meet the Wetherby Team

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

Scott Byrnes

Wealth Manager

Bong Choi

Director of Research

Christy T. Covalesky, CFP®

Wealth Manager and Shareholder

David Ferguson, CFP®

Wealth Manager and Shareholder

Holly Galbrecht, CFP®

Wealth Manager

Mike Graziano, CFP®

Wealth Manager and Shareholder

Lyssa Grimaldo, CFP®, CDFA®

Wealth Manager

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 and Shareholder

Andrew Ish, CFA, CFP®, CPA

Senior Investment Associate

Stephen Janowsky

Chief Operating Officer and Shareholder

Samuel (Skip) Karetsky

Wealth Manager and Shareholder

Justina Lai

Director of Impact Investing 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

Ronna Perelson, PHR

Human Resources Manager

Andrew Pratt, CFA

Wealth Manager and Shareholder

Brandon Smith J.D.

Director of Estate Planning

Simon Smundak, CFA

Senior Research Analyst and Shareholder

Debra Wetherby, CFA, CFP®

Chief Executive Officer, Wealth Manager and Shareholder

Cara J. Williams, CFA, CAIA

Director of Operations

Kyle A. Winterbotham

Investment Advisor and Shareholder

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