Profiel
Ms. Alexandra Harris is a Senior Wealth Associate at Wetherby Asset Management, Inc. She joined the firm in 2018.
She works with client service team to provide superior portfolio management and planning services to clients.
Ms. Harris previously worked as Equity Sales Support Analyst at Jefferies LLC in 2017, where she supported institutional clients and internal teams in equity trading.
She also worked at Wellington Asset Management as Prospectus Review Team Analyst in 2016, where she verified client eligibility for new fixed income offerings.
She received her B.A.
in Business Administration from the D’Amore McKim School of Business, Northeastern University.
Eerdere bekende functies van Alexandra Harris
| Bedrijven | Functie | Einde |
|---|---|---|
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. | Portefeuillebeheerder-Aandelen | 01-05-2023 |
Opleiding van Alexandra Harris
| Northeastern University | Undergraduate Degree |
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| Bedrijven in privébezit | 1 |
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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 |
