The interview process is extremely long. Yelp users haven’t asked any questions yet about Wetherby Asset Management. After spending about 18 months as a Research Analyst at Franklin Templeton Investments, Keon joined Charles Schwab Investment Management as a Performance Analyst. These tenets were especially crucial in WetherbyÕs early embrace of impact investing, enabling the firm to be flexible and respond to client demand for investments that could align their portfolio with their values. After four years of living in a girls’ dorm, I was ready to branch out, both professionally and geographically. As Senior Manager of Financial Operations I help oversee our financial operations team. Cara started her career at BlackRock Financial Management in New York, where she worked for seven years as a vice president in the institutional tax-exempt client service area. ), Ernst & Young, Assurance Staff, 2015-2017, Performed substantive and controls testing procedures as part of audit engagements for both publicly traded and private companies in Technology, Life Sciences and Real Estate industries, Mah & Associates LLP, Office Manager, 2013 – 2014, Performed various accounting tasks in billing, accounts payable and receivable, cash-flow management and human resources, Certificate in Advanced Accounting Proficiency from Santa Clara University, B.S. I love helping people learn, and I get to do that every day here, either with our clients or with younger, newer staff. in Business Administration with a concentration in Accounting, Earned Chartered Financial Analyst® designation at age 26, Passed the Certified Financial Planner™ exam at age 27, Moved to California after graduating from college with a lot of hope – but no job, Took a two-week backpacking trip in northern Alaska, Speak some Russian – the result of taking classes and spending a semester abroad during college, Transitioning from teaching high school math to advising on institutional investment portfolios by way of a steep learning curve that was equal parts challenging and rewarding, Earning the CFA charterholder and CFP certificant qualifications, Building close relationships with my clients and their families, B.S. Additionally, I support Wetherby’s internal committees involved in the research and investment process as well as the firm’s broader communication efforts. I decided to study for a Certificate in Financial Planning, and I worked during the day and took the courses at night. I’m happy when I can help find solutions that respond to a client’s unique circumstances and share ideas that the client may not have thought about. As a Senior Investment Associate, I focus on supporting our research team in money manager due diligence, portfolio attribution analysis and model maintenance. While passionate about investments and the capital markets, Kate finds getting to know and working alongside her clients to be the most fulfilling part of her job – in particular, she enjoys the many opportunities to help guide clients through different financial life events.