Jennifer Chan
Jen joined Wetherby in 2016. As a Wealth Manager, she works with clients to manage their investment portfolios and wealth planning needs, helping them have peace of mind in achieving their various financial goals.
Jen began her professional career as an Assistant Account Executive at Cohn & Wolfe, where she coordinated day-to-day media relations for various brands. In 2008, she joined Wells Fargo Private Bank as a Communications Consultant, securing national media interviews for the leadership team and helping to promote the bank’s investment management capabilities. In 2014, she transitioned to an investment role at Wells Fargo Private Bank, constructing and rebalancing client portfolios.
Jen holds an MBA from the Yale School of Management and a B.A. in Communication, cum laude, from the University of Southern California. She is also a Chartered Financial Analyst® charterholder.