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How a Financial Advisor Created an Impact Portfolio

edited July 2018 in The OT Bullpen
https://www.barrons.com/articles/how-a-financial-advisor-created-an-impact-portfolio-1530921601

, 'Deb Wetherby and Justina Lai of Wetherby Asset Management.
Deb Wetherby and Justina Lai of Wetherby Asset Management. Photo: Katie Thompson
By
Steve Garmhausen
July 6, 2018 8:00 p.m. ET

Veteran financial advisor Deb Wetherby had done just about everything for her wealthy clients, from investing their money to helping them through divorces. '
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