Andrea Huerta

Senior Wealth Associate at Wetherby Asset Management

Andrea Huerta is a seasoned finance professional with extensive experience in wealth management and client services. Currently serving as a Senior Wealth Associate at Wetherby Asset Management since February 2017, Andrea provides sophisticated investment advice and wealth planning for high net worth clients. Prior to this role, Andrea worked at Funding Circle US from December 2014 to January 2017, holding various positions including Senior Loan Operations Analyst and Senior Client Service Associate, contributing to the support of small business loans. Andrea holds a Bachelor's degree in Business Administration from Notre Dame de Namur University and is a graduate of Half Moon Bay High School.

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