Barbara G. Adamson

Ms. Barbara G.
Adamson is Wealth Manager at Wetherby Asset Management, Inc. Prior to joining Wetherby Asset Management in 2003, Ms. Adamson was a Senior Investment Advisor and financial planner at Boone Financial Advisors, Inc. (now called Mosaic) where she managed client portfolios and investment implementation in addition to financial planning for high net worth clients.
She has prior securities industry experience as an Investment Advisor through Bank of America Securities and Robert W.
Baird.
Before launching her investment career, she served as a corporate Vice President with Crocker National Bank (now Wells Fargo) for a number of years.
Ms. Adamson earned a BS from The Ohio State University, with an emphasis on Marketing.
To develop and maintain her planning expertise, she has been a Certified Financial Planner certificant since 1999 and earned the designation of Chartered Life Underwriter before that.
She is also a member of the Financial Planning Association of San Francisco (FPA).
Over a twenty year period she served first on the Board of The San Francisco Chamber Symphony and then The Ronald McDonald House of San Francisco.