Press & Accolades

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In the Press

ForbesBooks Radio Interview – Greg Stebben and Justina Lai

March 2018 | ForbesBooks Radio

Greg Stebben, Host at ForbesBooks Radio, interviews Justina Lai, Director of Impact Investing at Wetherby Asset Management, for her insights on the state of the field of impact investing and how individual investors can pursue positive social and environmental change.

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Advisors Use Impact Investing To Meet Client Goals

October 2017 | San Francisco Business Times

Anne O’Brien, Executive Director of the CFA Society of San Francisco, interviews Deb Wetherby regarding impact investing, client service and how our firm has developed our impact investing expertise and offering for over 10 years.

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You Don’t Have To Sacrifice Investment Performance For Values Says Wetherby’s Christy Covalesky

February 2017 | Forbes

Learn about Christy Covalesky’s journey, and what distinguishes her as one of Forbes’ 2017 America’s Top Women Advisors. Congratulations, Christy!

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You Can’t Say Yes to Everything

February 2016 | NASDAQ

Deb Wetherby discusses Wetherby’s embrace of clients’ charitable plans.

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Lasting Impact

November 2015 | Financial Advisor

“What’s interesting is clients’ interest in impact runs the gamut…. Across almost all asset classes, there are a sufficient number of high-quality opportunities so we will be able to meet clients’ needs and goals.” – Justina Lai

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