Leaders of Influence: Wealth Management

We’re proud to announce that Lauren Wood, CFA, CFP®, who leads our Los Angeles office, has been named as one of Los Angeles Business Journal’s Wealth Management Leaders of Influence. This list includes some of the outstanding wealth management professionals working in the Los Angeles area. The Leaders of Influence are chosen for their contributions to the local economy and the financial stability of the individuals and families that live there.

Lauren launched our Los Angeles office in 2020, with the goal of providing a local resource to our existing southern California clients and deepening our relationships with and connection to the local community, both within our industry and more broadly. Her expertise and caring allow her to thoughtfully guide individuals and families of significant wealth through life’s many considerations and help ensure their wealth supports their goals for themselves, their families and their community.

“It’s gratifying to see Lauren’s dedication to building relationships in the Los Angeles community being recognized,” said Deb Wetherby, CFA, CFP®, Managing Partner, Wealth Manager and Shareholder. “She advocates for her clients at every turn, and I know that has helped her build the kind of relationships with them that our firm is built on.”

Congratulations to Lauren and all of the honorees!