Lauren Wood

Lauren Wood

Gestore di Portafoglio-Azioni presso Laird Norton Wetherby Wealth Management LLC

Finance
Consumer Services
Commercial Services

Profilo

Ms. Lauren Wood, CFA MBA, is a Wealth Manager at Laird Norton Wetherby Wealth Management LLC.
She joined the firm in 2015.
She helps manage client portfolios and advise on financial planning topics such as tax planning, insurance, retirement, estate planning and investment management.
Additionally, she supports the firm’s manager selection process to select and evaluate a rich universe of investment opportunities that address the firm's client’s needs.
Ms. Wood was previously employed as an Associate by Credit Suisse Securities (USA) LLC (Broker) and a Principal by Analytica International, Inc. She received her B.S.
in Engineering Science from Vanderbilt University and an MBA from Columbia University.
She is also a Certified Financial Planner™ certificant.

Posizioni attive di Lauren Wood

SocietàPosizioneInizio
Gestore di Portafoglio-Azioni 01/01/2015
Tutte le posizioni attive di Lauren Wood

Precedenti posizioni note di Lauren Wood

SocietàPosizioneFine
Analyst-Equity 31/12/2014
Corporate Officer/Principal 31/12/2009
Vedi nel dettaglio l'esperienza di Lauren Wood

Formazione di Lauren Wood

The Trustees of Columbia University in The City of New York Masters Business Admin
Vanderbilt University Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

Vedi nel dettaglio l'esperienza di Lauren Wood

Relazioni

100 +

Relazioni di 1° grado

5

Aziende connesse in 1º grado

Uomo

Donna

Amministratori

Dirigenti

Vedi i contatti personali

Società collegate

Aziende private3

Finance

Finance

Commercial Services

Vedi le connessioni aziendali