David Chan - Email & Phone Number

Client Service Associate at Wetherby Asset Management

David Chan is based out of San Francisco, California, United States and works at Wetherby Asset Management as Client Service Associate.

David Chan's Contact Information

David Chan's Work email

d*****@wether***.com

Valid

Latest update

October 10, 2025

Location

San Francisco, California, United States

David's current employer

Wetherby Asset Management

Description

Website

wetherby.com

HQ Location

San Francisco, CA, United States

Number of employees

51-200

Industry

Investment Management

Latest update

May 1, 2024

Read about Wetherby Asset Management

Frequent questions about David Chan

What company is David Chan working for?

David Chan works for Wetherby Asset Management.

What is David Chan's function at Wetherby Asset Management?

David Chan is Client Service Associate at Wetherby Asset Management.

Where is David Chan based?

David Chan is based out of San Francisco, California, United States.

What is David Chan's work email address?

David Chan's professional email address is d*****@wether***.com

Who are David Chan's co-workers?

David Chan's colleagues are Kayla Kemner, Brandon Smith, Kerina Koch, Steve Herzog, Karishma Kumar, Andrea Huerta, Christy Covalesky, Brittany Huber, Kate Morham, Maggie Fennie, Karen Leech, Theresa Arroyo, Bryan Cass, Michael Prodromou, Amin Baradaran, Lisa Spaulding, Trevor Hicks, Shelly Altman, Matthew Kolakowski, Brendan Jung, Mike Graziano, Brandon Gonzalez, Wendy Lai, Paulyne Keefe, Deb Wetherby, Laura Pantaleo, Cara Williams, Lauren Halloran, John Mell, Lyssa Grimaldo, Cameron Ribler, Keon Khamsehpour, Maria Pyatigorsky, Jen Hicks.

David's co-workers

Kayla Kemner

Senior Director of Finance & Controller

Brandon Smith

Director of Estate Planning

Kerina Koch

Co-Chair and Founding Member - Diversity, Equity, and Inclusion Committee

Steve Herzog

Wealth Manager and Shareholder

Karishma Kumar

Associate at Wetherby Asset Management

Andrea Huerta

Senior Wealth Associate

Christy Covalesky

Wealth Manager

Brittany Huber

Senior Communications and Marketing Associate

Kate Morham

Wealth Manager & Shareholder

Maggie Fennie

Senior Client Service Associate

Karen Leech

Wealth Manager & Shareholder

Theresa Arroyo

Financial Operations Manager

Bryan Cass

Wealth Manager

Michael Prodromou

Senior Investment Associate

Amin Baradaran

Wealth Advisor

Lisa Spaulding

Senior Manager, Projects and Programs

Trevor Hicks

Chief Technology Officer and Shareholder

Senior Wealth Associate

Mike Graziano

Shareholder & Wealth Manager

Brandon Gonzalez

Client Service Associate

Wendy Lai

Wealth Advisor

Paulyne Keefe

Finance and Accounting Manager

Deb Wetherby

Managing Partner

Laura Pantaleo

Wealth Manager and Shareholder

Cara Williams

Chief Client Service Officer

Lauren Halloran

Chief Compliance Officer

John Mell

Wealth Manager

Lyssa Grimaldo

Wealth Manager & Shareholder

Cameron Ribler

Senior Wealth Associate

Keon Khamsehpour

Wealth Manager

Maria Pyatigorsky

Wealth Manager and Shareholder

Jen Hicks

Principal & Wealth Manager

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