Christina Covalesky is a CFP® with 22 years of industry experience, currently serving at Laird Norton Wetherby Wealth Management, LLC. She was previously with WETHERBY ASSET MANAGEMENT for 21 years. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals and families, combining investment management, wealth planning, and coordination with outside professionals to address complex multi-entity financial needs. The firm emphasizes customized investment policy statements, global diversification, and active manager due diligence, with additional capabilities in tax-aware decision making and impact investing.

Steven Herzog is a CFP® with 25 years of industry experience, currently serving at Laird Norton Wetherby Wealth Management, LLC. He was previously with Wetherby Asset Management for 18 years. Herzog holds Series 63 and Series 65 licenses and is based in San Francisco, CA. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm’s approach centers on customized investment policy statements and a strategic asset-allocation framework that includes global diversification, active manager due diligence, and selective use of alternative investments.

Ryan Sprayberry is a CFP® affiliated with Laird Norton Wetherby Wealth Management (LNW) in Seattle, WA. He has held roles at LNW since 2021 and previously worked at WaFd Bank and the YMCA. LNW provides comprehensive wealth planning and investment management primarily to high-net-worth individuals, families, and related entities. The firm emphasizes strategic asset allocation, global diversification, and a core-satellite investment approach, offering integrated services that include financial and estate planning as well as trust services through its affiliates.

Jeffrey Sain is a CFP® professional with 15 years of experience in wealth management. He currently works at Laird Norton Wetherby Wealth Management, where he has been since 2025, following an 11-year tenure at LNW Wealth Management. Based in Seattle, WA, he focuses on financial planning and investment management. Laird Norton Wetherby Wealth Management provides comprehensive wealth planning and investment management primarily to high-net-worth individuals, families, and related entities such as trusts and foundations. The firm emphasizes strategic asset allocation, global diversification, and a core-satellite investment approach, offering access to private funds and customized portfolio solutions.

Kate Morham is a CFP® professional with nine years of experience in financial advising. She is currently with Laird Norton Wetherby Wealth Management, LLC and previously worked at Wetherby Asset Management from 2014 to 2023. Based in Seattle, WA, she focuses on wealth management within a firm specializing in high-net-worth clients. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm offers customized investment policy statements, strategic asset allocation, and coordination with outside professionals to manage complex, multi-entity financial needs.

Samia Adlesh is a CFP® advisor at Laird Norton Wetherby Wealth Management (LNW) with three years of industry experience. Her prior work includes roles at Wetherby Asset Management and PricewaterhouseCoopers (PwC). LNW provides comprehensive wealth planning and investment management primarily to high-net-worth individuals and related entities. The firm emphasizes customized investment policy statements, strategic asset allocation, and a core-satellite approach incorporating active management, tax-aware strategies, and alternative investments.

Nathaniel Barnard is a CFA® charterholder and holds the Series 66 designation, with 10 years of industry experience. He currently works at Laird Norton Wetherby Wealth Management, LLC (LNW) and previously spent seven years with LNW Wealth Management, LLC. Laird Norton Wetherby Wealth Management provides comprehensive wealth planning and investment management primarily for high-net-worth individuals, families, and related entities such as trusts and foundations. The firm offers integrated services including financial and estate planning, emphasizes strategic asset allocation and global diversification, and sponsors private funds that provide client access to alternative strategies.

Laura Pantaleo is a financial advisor at Laird Norton Wetherby Wealth Management (LNW) in San Francisco, holding a Series 65 license with seven years of industry experience. Her work history includes roles at Wetherby Asset Management and consumer financial services, along with periods as a stay-at-home mother and volunteer. LNW provides comprehensive wealth planning and investment management primarily to high-net-worth individuals, families, and related entities. The firm emphasizes customized investment policies, strategic asset allocation, global diversification, and a core-satellite approach that incorporates active management, tax-aware strategies, and alternative investments.

Carla Avendano is a financial advisor at LNW with six years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services and the Montgomery County Government State's Attorney's Office. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm combines investment management, wealth planning, and coordination with outside professionals, using a customized investment policy and a strategic asset-allocation approach that includes global diversification and active manager due diligence.

Angie Myers is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Laird Norton Wetherby Wealth Management (LNW) in Seattle, WA. Her prior experience includes roles at LNW Wealth Management and four years with Catholic Relief Services. LNW provides comprehensive wealth planning and investment management primarily for high-net-worth individuals, families, and related entities. The firm emphasizes customized investment policy statements, strategic asset allocation, and a core-satellite approach incorporating active managers and alternative investments.

Lauren Wood is a CFP® with three years of industry experience, currently serving at Laird Norton Wetherby Wealth Management, LLC. She previously worked at Wetherby Asset Management for eight years. Laird Norton Wetherby Wealth Management provides comprehensive wealth planning and investment management primarily to high-net-worth individuals, families, and related entities. The firm emphasizes customized investment policy statements, strategic asset allocation, global diversification, and a core-satellite approach, including access to private funds and operational use of artificial intelligence.

Justina Lai is a financial advisor at Laird Norton Wetherby Wealth Management (LNW) with 13 years of industry experience. She holds a Series 65 credential and has previously worked at Wetherby Asset Management from 2015 to 2023. LNW provides comprehensive wealth planning and investment management primarily to high-net-worth individuals, families, and related entities such as trusts and charitable organizations. The firm focuses on customized investment strategies with an emphasis on strategic asset allocation, global diversification, and a core-satellite approach that includes active managers, tax-aware implementation, and alternative investments.

Ronald Albahary is a financial advisor at Laird Norton Wetherby Wealth Management with eight years of industry experience. He holds the CFA® designation as well as Series 63 and Series 65 licenses. His work history includes roles at LNW Wealth Management, RGA Ventures Inc., Legacy Advisors LLC, Threshold Group, and SEI Investments Management Corp. Laird Norton Wetherby Wealth Management provides comprehensive wealth planning and investment management primarily to high-net-worth individuals, families, and related entities such as trusts and foundations. The firm focuses on customized investment policy statements, strategic asset allocation, global diversification, and a core-satellite approach combining active management, tax-aware strategies, and alternative investments.

Kari Frink is a CFP® with 12 years of industry experience currently serving at LNW in Seattle, WA. Her prior roles include positions at Wells Fargo and Jordahl & Sliter Wealth Management Group, LLC. She is involved with LNW Wealth Management and Laird Norton Wealth Management through various transitions since 2019. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals and their related entities. The firm’s approach emphasizes customized investment policy statements, global diversification, active manager due diligence, and coordination with outside professionals to address complex, multi-entity financial needs.

Matthew Kolakowski is a CFP® with three years of industry experience, currently serving as a financial advisor at Laird Norton Wetherby Wealth Management, LLC. His prior experience includes seven years at Wetherby Asset Management and an earlier role at MSI Financial Services, Inc. He is based in New York, NY. Laird Norton Wetherby Wealth Management provides comprehensive wealth planning and investment management primarily to high-net-worth individuals, families, and related entities. The firm emphasizes strategic asset allocation, global diversification, and a core-satellite investment approach that incorporates active management, tax-aware strategies, and alternative investments.

Benjamin Andrew is a CFP® and holds a Series 65 license with six years of industry experience. He currently works at Laird Norton Wetherby Wealth Management, LLC, where he has been since 2025. His prior experience includes roles at LNW Wealth Management, LLC, Brighton Jones LLC, and WBC Financial. Laird Norton Wetherby Wealth Management provides comprehensive wealth planning and investment management primarily to high-net-worth individuals, families, and related entities. The firm emphasizes strategic asset allocation, global diversification, and a core-satellite approach, offering integrated services including financial and estate planning and coordination with other advisors.

John Mell III is a CFP® and CFA® with 17 years of industry experience. He has worked at Laird Norton Wetherby Wealth Management, LLC since 2024 and was previously with Wetherby Asset Management from 2007 to 2023. He is based in Seattle, WA. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm focuses on customized investment policies, strategic asset allocation, and coordination with outside professionals to address complex financial needs.

Thomas Cranney III is a financial advisor with Laird Norton Wetherby Wealth Management (LNW) in Seattle, WA. He holds Series 65 and Series 66 licenses and has professional experience dating back to 2015 with roles at Wells Fargo Clearing and Wells Fargo Advisors before joining McCutchen Group LLC and subsequently LNW. Laird Norton Wetherby Wealth Management provides comprehensive wealth planning and investment management primarily to high-net-worth individuals, families, and related entities. The firm emphasizes customized investment policy statements, strategic asset allocation, and diverse investment approaches including private funds and alternative investments.

Kristen Bauer is a financial advisor at Laird Norton Wetherby Wealth Management with 17 years of industry experience. She holds the PFS™ designation and Series 65 license. Her prior experience includes roles at The Threshold Group, Tiedemann Advisors, and LNW Wealth Management. Laird Norton Wetherby Wealth Management provides wealth planning and investment management services primarily to high-net-worth individuals, families, and related entities. The firm employs a core-satellite investment approach focused on strategic asset allocation, global diversification, and integrates active management with tax-aware and alternative investment strategies.

Thomas Petroff is a financial advisor with Laird Norton Wetherby Wealth Management (LNW) in Seattle, WA. He holds Series 63 and Series 65 licenses and has over 13 years of industry experience, including 12 years at The Agnew Company prior to joining LNW. LNW provides comprehensive wealth planning and investment management primarily to high-net-worth individuals, families, and related entities. The firm employs a customized approach emphasizing strategic asset allocation, global diversification, and a core-satellite investment strategy that includes active management and alternative investments.