Lauren Wood

Lauren Wood

Portefeuillebeheerder-Aandelen bij Laird Norton Wetherby Wealth Management LLC

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Ms. Lauren Wood, CFA MBA, is a Wealth Manager at Laird Norton Wetherby Wealth Management LLC.
She joined the firm in 2015.
She helps manage client portfolios and advise on financial planning topics such as tax planning, insurance, retirement, estate planning and investment management.
Additionally, she supports the firm’s manager selection process to select and evaluate a rich universe of investment opportunities that address the firm's client’s needs.
Ms. Wood was previously employed as an Associate by Credit Suisse Securities (USA) LLC (Broker) and a Principal by Analytica International, Inc. She received her B.S.
in Engineering Science from Vanderbilt University and an MBA from Columbia University.
She is also a Certified Financial Planner™ certificant.

Actieve functies van Lauren Wood

BedrijvenFunctieBegin
Portefeuillebeheerder-Aandelen 01-01-2015
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Eerdere bekende functies van Lauren Wood

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Analyst-Equity 31-12-2014
Corporate Officer/Principal 31-12-2009
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Opleiding van Lauren Wood

The Trustees of Columbia University in The City of New York Masters Business Admin
Vanderbilt University Undergraduate Degree

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