LAUREN WOOD
Wealth Manager & Shareholder
Wetherby Asset Management
Originally trained as an engineer, Lauren Wood, CFA, CFP, brings a deep analytical and problem-solving rigor to her work with clients, and she thrives in tackling the complexity that comes with significant wealth. Coupled with a deep sense of caring and a client-first focus, stories of how she serves clients have become local legend at our firm.
After years of planning an LA office, Wetherby Asset Management was ready to move by early 2020 and chose Wood for her exceptional leadership to lead these new regional efforts. She is classically impressive in the wealth management field, her efforts and work with clients has earned her recognition as a Forbes Top Next Gen Advisor and she skillfully earns the respect and trust from some of the firm’s largest and more complex clients – always with a warm sense of humor, an infectious optimism, and a radiant kindness.
