Christy T. Covalesky

Wealth Manager & Shareholder at Wetherby Asset Management, Inc.

Christy T. Covalesky

Christy T. Covalesky

Wealth Manager & Shareholder at Wetherby Asset Management, Inc.

Biography

Christy started her career at Cambridge Associates, where she advised endowments and nonprofit institutions on investment portfolio strategy and management. Since her start at Wetherby in 2002, Christy has been helping clients navigate financial decisions across all stages of their lives, including transitions such as retirement, marriage, and divorce. She always connects a client’s investment strategy to the client’s personal goals. Christy has served in key management positions at Wetherby for over a decade and co-chairs the firm’s Client Service Department. Christy is also a member of the Financial Planning Association of San Francisco.

Overview
RelSci Relationships

111

Number of Awards

1

Relationships
RelSci Relationships are individuals Christy T. Covalesky likely has professional access to. A relationship does not necessarily indicate a personal connection.

Wealth Manager & Shareholder at Wetherby Asset Management, Inc.

Relationship likelihood: Strong

Wealth Manager & Shareholder at Wetherby Asset Management, Inc.

Relationship likelihood: Strong

Business Development Associate at Wetherby Asset Management, Inc.

Relationship likelihood: Strong

Chief Technology Officer & Shareholder at Wetherby Asset Management, Inc.

Relationship likelihood: Strong

Wealth Manager & Shareholder at Wetherby Asset Management, Inc.

Relationship likelihood: Strong

Wealth Manager at Wetherby Asset Management, Inc.

Relationship likelihood: Strong

Senior Research Analyst & Shareholder at Wetherby Asset Management, Inc.

Relationship likelihood: Strong

Shareholder & Wealth Manager at Wetherby Asset Management, Inc.

Relationship likelihood: Strong

Chief Operating Officer & Shareholder at Wetherby Asset Management, Inc.

Relationship likelihood: Strong

Wealth Manager & Shareholder at Wetherby Asset Management, Inc.

Relationship likelihood: Strong

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Christy T. Covalesky
Wealth Manager & Shareholder at Wetherby Asset Management, Inc.
Education
B.A. in Economics

Middlebury College is a private liberal arts college located in Middlebury, Vermont, in the United States. Founded in 1800, it is one of the oldest liberal arts colleges in the United States. Drawing 2,500 undergraduates from all 50 states and over 70 countries, Middlebury offers 44 majors in the arts, humanities, literature, foreign languages, social sciences, and natural sciences. Middlebury follows a 4–1–4 academic calendar, with two four-course semesters and a one-course January term. Middlebury is the first American institution of higher education to have granted a bachelor's degree to an African-American, graduating Alexander Twilight in the class of 1823. Middlebury was also one of the first formerly all-male liberal arts colleges in New England to become a coeducational institution, following the trustees' decision in 1883 to accept women.

M.B.A.

The Stanford Graduate School of Business has built an international reputation based on its innovative programs, which include: Two-year MBA Program, designed to educate business leaders One-year Stanford Sloan Master’s Program for mid-career executives PhD Program for future academics Executive Education programs for experienced managers Faculty research program Academic programs, including the two-year MBA, the 12-month Sloan Master's Program, and the PhD program, create a transformational student experience that reflects the tagline: Change lives. Change organizations. Change the world. Today the state-of-the-art Knight Management Center complex enables Stanford's innovative, globalized MBA curriculum, offering flexible classroom spaces for hands-on experiential learning small-group leadership labs, and team-based learning. It engages faculty and students across Stanford University, as well as alumni, global executives, and the broader world community.

Career History
Wealth Manager & Shareholder
2004 - Current

Wetherby Asset Management is a recognized leader in investment management and wealth planning.The org goal is to provide great risk-adjusted returns and exceptional service to every one of their clients.

Professional
Prior

Founded in 1973, Cambridge Associates LLC is a registered investment advisor located in Boston, Massachusetts. The firm has four global affiliates providing investment advisory, research, performance reporting, and in some cases, investment management services. These include: Cambridge Associates Ltd. (London), Cambridge Associates Asia Pte Ltd. (Singapore), Cambridge Associates LLC (US and Australia), and Cambridge Associates Investment Consultancy (Beijing) LTD. They also have a non-depository trust company affiliate, Cambridge Associates Fiduciary Trust LLC. In addition to these entities, Cambridge and their affiliates have established various entities to serve as general partners and/or managing members for their single investor funds and single manager funds. These affiliated entities include Brook Street Ltd.; Cambridge Associates Resources LLC; and Church Green Ltd.All of Cambridge's clients are accredited investors and nearly all are also qualified purchasers. Their clients include colleges and universities, foundations, and other non-profit institutions, including museums and libraries, independent schools, religious institutions, professional and research institutions, service organizations, and performing arts institutions.

Investments
Details Hidden

Wetherby Asset Management is a recognized leader in investment management and wealth planning.The org goal is to provide great risk-adjusted returns and exceptional service to every one of their clients.

Awards & Honors
CFP (Certified Financial Planner)
Other Affiliations

Christy T. Covalesky is affiliated with Wetherby Asset Management, Inc., Cambridge Associates LLC

This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by Christy T. Covalesky. The use of any trade name or trademark is for identification and reference purposes only and does not imply any association with the trademark holder. The Presence of Christy T. Covalesky's profile does not indicate a business or promotional relationship of any kind between RelSci and Christy T. Covalesky.
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