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Deals Of The Day: The Latest In Wealth Management M&A – Mercer, Merit, Laird Norton
Editorial Staff
12 January 2022
Mercer Global Advisors For the time being, the names of both firms will remain.
– based in San Francisco – are merging to build a combined organization with more than $15 billion of assets.
Laird Norton chief executive, Kristen Bauer, is leading the combined entity, and Deb Wetherby will continue to serve as Wetherby’s managing partner, the firms said.
Wetherby Asset Management was founded 32 years ago. Besides its San Francisco office, it has offices in Los Angeles and New York, and more than 80 employees. Laird Norton Wealth Management comprises two distinct entities. Laird Norton Trust Company, LLC is a State of Washington chartered trust company. Its wholly-owned subsidiary, Laird Norton Wealth Management, LLC, is an investment advisor registered with the Securities and Exchange Commission. The group has run for more than five decades.