How values-based investing built a $4B company - Deb Wetherby

This week, on the EnTRUEpreneurship podcast, we welcome Debra Wetherby, CEO and founder of Wetherby Asset Management, one of the leading independent investment advisory firms in the United States, with over $4 billion in assets under management. Since starting her company in 1990 Deb has been recognized as a Top 100 Women Advisors by Barron's and has been named a “Woman to Watch” by InvestmentNews.

Deb is joined by Justina Lai, Wetherby's Director of Impact Investing. Listen in as she and Deb discuss the values that differentiate their company from others in the business of providing objective financial advice, how that philosophy guides the day-to-day operations of their business, and how being different is ultimately a good thing.

The EnTRUEpreneurship Takeaway:

“The only way that I can succeed is to live in harmony with my own values and beliefs.”
 

Key Topics Discussed:

2:37: Deb talks about starting to work at a young age, the education and experiences that shaped her worldview, and the difference between having a job and loving what you're meant to do.

10:53: Deb stresses the importance of maintaining relationships and why mutual respect and interdependence are some of the most cherished values at Wetherby.

16:51: Deb talks about the early years with her company, and why she will never make another cold call.

20:55: Deb and Justina talk about the significance of being a B Corp., what that means to their day-to-day operations, and how they have grown to enshrine those beliefs into the culture of Wetherby.

29:15: Deb shares the intricacies and importance of hiring people whose values and drive match with her company's.

34:41: Wes asks Deb for the one piece of advice that she would tell her younger self.

Bullet List of Resources:

Guest Contact information:

Deb’s LinkedIn

Justina’s LinkedIn