Wendy Lai

Portfolio Manager-Equities at Laird Norton Wetherby Wealth Management LLC

Finance

Consumer Services

Profile

Ms. Wendy Lai is a Wealth Manager at Laird Norton Wetherby Wealth Management LLC.
She joined the firm in 2008.
She primarily focuses on financial planning and portfolio management for clients.
She serves as one of the firm’s subject matter experts in employee benefits planning and concentrated stock management.
Ms. Lai was previously employed as a Principal by Citigroup Private Bank, a Portfolio Manager by The Portola Group, Inc., and a Principal by Merrill Lynch & Co., Inc. She received her B.A.
in Psychology from Stanford University.
She is both Certified Divorce Financial Analyst and Certified Private Wealth Advisor® professional.

Wendy Lai active positions

Companies	Position	Start
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.	Portfolio Manager-Equities	01/01/2008

All active positions of Wendy Lai

Former positions of Wendy Lai

Companies	Position	End
Citigroup Private Bank Citigroup Private Bank Investment ManagersFinance Citigroup Private Bank is the private banking subsidiary of Citigroup, Inc. (NYSE: C) in the US. Headquartered in New York City, the firm serves worldly and wealthy individuals and their families with a customized private banking service that crosses borders. They also provide services to professional investors, family offices, and lawyers and law firms.	Corporate Officer/Principal	31/12/2007
The Portola Group, Inc. The Portola Group, Inc. Investment ManagersFinance The Portola Group, Inc. (Portola) is an independent wealth management firm headquartered in Saint Helena, California. The firm was founded in 1979 by Robert Fitzwilson. Portola manages individual accounts for high-net worth individuals and families.	Corporate Officer/Principal	31/12/2006
Merrill Lynch & Co., Inc.	Corporate Officer/Principal	31/12/2004

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Training of Wendy Lai

Stanford University

Undergraduate Degree

Experiences
Positions held

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Inactive

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Private companies

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Linked companies

Private companies	4
Citigroup Private Bank Citigroup Private Bank Investment ManagersFinance Citigroup Private Bank is the private banking subsidiary of Citigroup, Inc. (NYSE: C) in the US. Headquartered in New York City, the firm serves worldly and wealthy individuals and their families with a customized private banking service that crosses borders. They also provide services to professional investors, family offices, and lawyers and law firms.	Finance
The Portola Group, Inc. The Portola Group, Inc. Investment ManagersFinance The Portola Group, Inc. (Portola) is an independent wealth management firm headquartered in Saint Helena, California. The firm was founded in 1979 by Robert Fitzwilson. Portola manages individual accounts for high-net worth individuals and families.	Finance
Merrill Lynch & Co., Inc.	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

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