James Whalen
CFP®
Managing Director
- Shareholder
As a Managing Director and Partner in Pathstone’s Washington, D.C. office, James (Jimmy) Whalen serves as the main point of contact to many of Pathstone’s most complex $100M+ client relationships. Jimmy is responsible for advising families on a variety of wealth management issues, including liquidity event transition, investment management, trust and estate planning, income taxes, and education for the next generation. He also serves as a leader to other advisors in the D.C. office, ensuring the successful delivery of wealth advisory services to clients while managing, mentoring, and assisting junior advisors towards reaching their own professional goals. Jimmy supports the firm’s Investment Committee on long-only manager selection and assists with business development for the greater Washington, DC area and East Coast.
Jimmy treats each Pathstone client like family and looks to create an exceptional client service experience by providing highly customized solutions designed to improve and simplify the lives of those he serves. He prides himself on his ability to connect with clients on a personal level and develop sophisticated investment strategies that seamlessly integrate with their long-term personal and financial goals.
Prior to Pathstone, Jimmy spent his career at Convergent Wealth Advisors, where he served as support to some of the firm’s largest Ultra-High Net Worth clients, helping provide specific, customized financial solutions driven by client needs and long-term wealth objectives.
Jimmy earned his Bachelor of Arts degree in Business and Economics from Rhodes College, where he played on both the Varsity Football and Lacrosse teams and was a member of the Kappa Alpha Order. He is a Certified Financial Planner™ professional and also passed the Financial Industry Regulatory Authority (FINRA) Series 65 exam.
Outside of Pathstone, Jimmy enjoys spending time with family and friends, fitness training, being outdoors, and participating in community service activities. He is an avid supporter of the Autism community and has helped to raise over $100,000 for autism research and support programs.
Group
Certification
Offices
As a Managing Director and Partner in Pathstone’s Washington, D.C. office, James (Jimmy) Whalen serves as the main point of contact to many of Pathstone’s most complex $100M+ client relationships. Jimmy is responsible for advising families on a variety of wealth management issues, including liquidity event transition, investment management, trust and estate planning, income taxes, and education for the next generation. He also serves as a leader to other advisors in the D.C. office, ensuring the successful delivery of wealth advisory services to clients while managing, mentoring, and assisting junior advisors towards reaching their own professional goals. Jimmy supports the firm’s Investment Committee on long-only manager selection and assists with business development for the greater Washington, DC area and East Coast.
Jimmy treats each Pathstone client like family and looks to create an exceptional client service experience by providing highly customized solutions designed to improve and simplify the lives of those he serves. He prides himself on his ability to connect with clients on a personal level and develop sophisticated investment strategies that seamlessly integrate with their long-term personal and financial goals.
Prior to Pathstone, Jimmy spent his career at Convergent Wealth Advisors, where he served as support to some of the firm’s largest Ultra-High Net Worth clients, helping provide specific, customized financial solutions driven by client needs and long-term wealth objectives.
Jimmy earned his Bachelor of Arts degree in Business and Economics from Rhodes College, where he played on both the Varsity Football and Lacrosse teams and was a member of the Kappa Alpha Order. He is a Certified Financial Planner™ professional and also passed the Financial Industry Regulatory Authority (FINRA) Series 65 exam.
Outside of Pathstone, Jimmy enjoys spending time with family and friends, fitness training, being outdoors, and participating in community service activities. He is an avid supporter of the Autism community and has helped to raise over $100,000 for autism research and support programs.
