Family Wealth Alliance 2022 Young Professionals Award

We are pleased to share that Lauren Wood, CFA, CFP®, Wealth Manager and Shareholder at Wetherby Asset Management, has been honored with a Family Wealth Alliance Young Professionals Award.

These awards honor what the Family Wealth Alliance (FWA) calls “the industry’s rising stars for the success they have already achieved in their careers, their contributions to our industry and their potential for the future.” The winners were selected by a panel of third-party judges. They were chosen based on a number of elements, including their insights into the industry and the demonstrated impact they have already had on their clients and the industry. Questions the judges considered as they reviewed applications included “Does the candidate seem to focus on putting clients’ interests above their own?” This resonates particularly with our work as a firm and with the meaningful relationships Lauren has developed with her clients.

The FWA is a selective membership organization focused exclusively on North American multifamily wealth firms. Their membership includes multifamily offices, high-end wealth management firms, trust companies, and the family office practices of law and accounting firms.

We offer heartfelt congratulations to Lauren on this well-deserved award!