Steve Herzog
Investment Committee Member at Laird Norton Wetherby Wealth Management LLC
Steve Herzog active positions
| Companies | Position | Start | End |
|---|---|---|---|
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. | Investment Committee Member | 01/01/2005 | - |
| Portfolio Manager-Equities | 01/01/2005 | - |
Career history of Steve Herzog
Former positions of Steve Herzog
| Companies | Position | Start | End |
|---|---|---|---|
| J.P. Morgan & Co., Inc. (Old) | Corporate Officer/Principal | - | - |
Training of Steve Herzog
| Dartmouth College | Undergraduate Degree |
| Fletcher School of Law | Graduate Degree |
Statistics
International
| United States | 5 |
Operational
| Undergraduate Degree | 1 |
| Graduate Degree | 1 |
| Corporate Officer/Principal | 1 |
Sectoral
| Consumer Services | 3 |
| Finance | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
| J.P. Morgan & Co., Inc. (Old) | Finance |
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 |
- Stock Market
- Insiders
- Steve Herzog
- Experience
