Biography
CEO, Board Member, Philanthropist, Mother, Sister, Friend, Partner, Student, Teacher, Potter, Skier, Reader, and Traveler.
Through the years, Deb has been recognized in her field, being named one of the Top 50 Women in Wealth Management with the firm being listed in the Top 50 Fee-Only RIAs, and Top 50 Wealth Management RIAs. She loves to teach and has spoken on topics ranging from impact investing to the collective power of women helping women. Deb’s community and board work reflects her belief in philanthropy and charitable service. Her current or prior service includes the Marin Community Foundation; the Advisory Board for the Center for Public and Nonprofit Leadership at the Haas School at the University of California, Berkeley; BRAC USA, which works to improve the well-being of the poorest people in Africa and Asia; the National Endowment for Financial Education; and the UC San Francisco Foundation.
CEO and Founder, Wetherby Asset Management, a certified B corporation
M.B.A. from University of California, Berkeley
B.S. in Commerce from McIntire School of Commerce at the University of Virginia
Certified Financial Planner™ certificant
Chartered Financial Analyst® charterholder