As an Associate Director, James (Jimmy) Whalen serves as both the main point of contact as well as support to many of Pathstone’s most complex client relationships. Based out of the firm’s Washington D.C. Area office, Jimmy is part of the team responsible for customizing financial solutions designed to meet clients’ individual needs, goals, and wealth objectives. Jimmy advises on portfolio construction, asset allocation, and plan implementation. Jimmy also assists with business development for the greater Washington, DC area.
Prior to Pathstone, Jimmy served as an Investment Management Associate for Convergent Wealth Advisors.
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 passed the Financial Industry Regulatory Authority (FINRA) Series 65 exam.
Outside of Pathstone, Jimmy enjoys being outdoors and participating in community service activities. He is an active member on the Board for the Autism Speaks National Capital Area. Jimmy is also the head of recruitment and development for the Autism Speaks to Young Professionals organization. Over the past three years, he has helped to raise over $100,000 for autism and autism research.