Steve Herzog

Investment Committee Member at

Laird Norton Wetherby Wealth Management LLC

Finance

Consumer Services

Profile

Mr. Steven P.
Herzog is a Wealth Manager at Laird Norton Wetherby Wealth Management LLC.
He now provides customized portfolio management and advice on diversification, tax, trust and estate planning strategies for his clients.
He serves on the firm’s Investment Committee and is a member of the Financial Planning Association of San Francisco.
Additionally, he serves on the Board of Directors for Environmental Traveling Companions, which provides outdoor adventures to people with disabilities and disadvantaged youth.
Prior to joining Wetherby Asset Management in 2005, Mr. Herzog ran his own hedge fund following an earlier stint as a hedge fund portfolio manager and analyst.
Prior to that, he was a vice president at JP Morgan.
There, he held a number of corporate finance and private client advisory roles in New York, London and San Francisco, advising corporate clients and wealthy families in the U.S., Europe, Asia and the Middle East.
He received his undergraduate degree from Dartmouth College and a graduate degree from Fletcher School of Law.

Steve Herzog active positions

Companies	Position	Start
Laird Norton Wetherby Wealth Management LLC Laird Norton Wetherby Wealth Management LLC Investment ManagersFinance LNW aims to provide great risk-adjusted returns and exceptional service to every one of their clients. The firm develops asset allocation strategies focused on risk management through research of capital markets and macroeconomic trends. Client investment portfolios are generally a customized mix of funds from managers upon which the firm has conducted appropriate due diligence.	Investment Committee Member	01/01/2005

All active positions of Steve Herzog

Former positions of Steve Herzog

Companies	Position	End
J.P. Morgan & Co., Inc. (Old) J.P. Morgan & Co., Inc. (Old) Regional BanksFinance Provides commercial banking and investment advisory services	Corporate Officer/Principal	-

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Training of Steve Herzog

Experiences
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Linked companies

Private companies	4
Laird Norton Wetherby Wealth Management LLC Laird Norton Wetherby Wealth Management LLC Investment ManagersFinance LNW aims to provide great risk-adjusted returns and exceptional service to every one of their clients. The firm develops asset allocation strategies focused on risk management through research of capital markets and macroeconomic trends. Client investment portfolios are generally a customized mix of funds from managers upon which the firm has conducted appropriate due diligence.	Finance
Dartmouth College Dartmouth College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
J.P. Morgan & Co., Inc. (Old) J.P. Morgan & Co., Inc. (Old) Regional BanksFinance Provides commercial banking and investment advisory services	Finance
Fletcher School of Law Fletcher School of Law Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services