Press & Accolades

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In the Press

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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From the C Suite with Wetherby Asset Management CEO Debra Wetherby

June 2015 | Investment News

Along the challenging route toward building a $4B advisory firm, the CEO transformed herself into a more patient and nurturing leader.

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