Christy Wu
Geen lopende functies
Profiel
Prior to joining Wetherby in 2004, Ms. Wu was an intern with ICG Investment Consulting Group, where she assisted in conducting financial analyses and preparing presentations and marketing materials.
Prior to that, she worked for A.G.
Edwards & Sons as a financial services intern and worked on the company's marketing campaign for new financial products.
Ms. Wu earned a BA from the University of California, Berkeley, with a major in Political Economy of Industrial Societies.
She is a Chartered Financial Analyst (CFA) level 3 candidate and is an affiliate member of the Chartered Financial Analysts Society of San Francisco and the CFA Institute.
Eerdere bekende functies van Christy Wu
| Bedrijven | Functie | Einde |
|---|---|---|
Laird Norton Wetherby Wealth Management LLC
 Laird Norton Wetherby Wealth Management LLC Investment ManagersFinance Laird Norton Wetherby Wealth Management LLC (LNW) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Debra Lee Wetherby in 1990 and formerly known as Wetherby Asset Management, Inc. and Wetherby Asset Management LLC. They are owned by Laird Norton Wetherby Trust Co. LLC, a subsidiary of Laird Norton Enterprises, Inc. LNW provides investment and financial advisory services predominantly to wealthy individuals and families, as well as their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments. | Analyst-Equity | 11-01-2013 |
Opleiding van Christy Wu
| University of California, Berkeley | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Bedrijven in privébezit | 1 |
|---|---|
Laird Norton Wetherby Wealth Management LLC
Laird Norton Wetherby Wealth Management LLC Investment ManagersFinance Laird Norton Wetherby Wealth Management LLC (LNW) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Debra Lee Wetherby in 1990 and formerly known as Wetherby Asset Management, Inc. and Wetherby Asset Management LLC. They are owned by Laird Norton Wetherby Trust Co. LLC, a subsidiary of Laird Norton Enterprises, Inc. LNW provides investment and financial advisory services predominantly to wealthy individuals and families, as well as their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments. | Finance |
