Christy Covalesky

Christy joined our predecessor firm Wetherby Asset Management in the early days of the firm, as one of just 12 employees. Then and now, what stood out is how her colleagues thought about the business as a whole and not just about “my clients” or “your clients.” Her primary focus now is advising clients on their wealth planning and investment management needs. She also participates in our firm’s investment strategy decisions.

For more than 20 years, Christy has been helping clients navigate financial decisions across all stages of their lives, including transitions such as retirement, marriage, divorce, sale of a business, and losing a loved one/inheritance. She always connects a client’s investment strategy to the client’s personal goals. She attributes much of her and our firm’s success to our unerring focus on what’s best for the client, and the confidence and trust we earn from clients as a result.

Christy started her career at Cambridge Associates, where she advised endowments and nonprofit institutions on investment portfolio strategy and management. In addition to her work at LNW, Christy has participated in a number of community organizations and is also a member of the Financial Planning Association of San Francisco.