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4 advisors near New York, NY
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Cameron R
CFP®
New York, NY
LNW
Cameron Ribler is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Laird Norton Wetherby Wealth Management LLC since 2017. Prior to joining LNW, he worked at Marin Financial Advisors, LLC and spent several years at Broad Run Highschool/Virginia Tech. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm emphasizes customized investment policies, global diversification, and coordination with outside professionals to address complex, multi-entity financial needs.
Megan T
CFP®, Series 65
New York, NY
LNW
Megan Tom is a CFP® with eight years of industry experience, currently serving as a financial advisor at LNW. She has held various roles within Wetherby Asset Management and Laird Norton Wetherby Wealth Management since 2015. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm employs a customized investment policy framework emphasizing global diversification, active manager due diligence, and tax-aware decision making, alongside coordinating with outside professionals to address complex financial needs.
Matthew K
CFP®, Series 63, Series 65
New York, NY
LNW
Matthew Kolakowski is a CFP® professional at LNW with two years of industry experience. He has worked at Laird Norton Wetherby Wealth Management, LLC since 2024 and was previously with Wetherby Asset Management from 2016 to 2023. LNW offers integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm’s approach includes customized investment policy statements, strategic asset allocation with global diversification, and coordination with outside professionals to address complex financial needs.
Bryan C
CFP®
New York, NY
LNW
Bryan Cass is a CFP® professional with two years of industry experience, currently serving at LNW in Seattle, WA. He previously worked at BNY Mellon Wealth Management from 2014 to 2021 and has been with Wetherby Asset Management since 2021. 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, strategic asset allocation with global diversification, and coordination with outside professionals to manage complex wealth needs.
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4 advisors near New York, NY
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