As Managing Director of Investment Strategy and member of the firm’s Chief Investment Office and Investment Committee, John Workman is responsible for charting the strategic direction of Pathstone’s client investment portfolios. John’s eighteen-plus years of experience has groomed him for a hybrid role that encompasses both client and portfolio management responsibilities as well as leadership of the research team’s investment strategy efforts. He serves as the lead investment consultant for several of Pathstone’s largest clients providing highly customized asset management solutions for individuals, families, and foundations.
Before joining Pathstone, John served as Chief Investment Strategist for Convergent Wealth Advisors and was a member of the firm’s Investment Committee where he was charged with directing the firm’s investment portfolio strategy. In his role, John actively engaged the investment manager research and evaluation process that supported clients’ customized portfolios.
Prior to Convergent, John was the director of Traditional Research at Windermere Investment Associates, where he oversaw all research activities for traditional (long-only) equity and fixed income managers.
John earned a Bachelor of Science degree in Economics and a Bachelor of Arts degree in Business Administration, as well as a Master’s degree in Public Policy, from Pepperdine University. He has passed the Financial Industry Regulatory Authority (FINRA) Series 65 exam and successfully completed the Investment Management Workshop for Senior Investment Professionals sponsored by the CFA Institute at Harvard University.
John also serves as a mentor to the University of Portland Investment Association (UPIA), a student-run investment portfolio. In addition to his work with the UPIA, John has pursued his passion for teaching by lecturing on Wealth Management and Alternative Investments at both the University of Portland and Portland State University. He has frequently been invited as a guest speaker at the City National Annual Economic Forum and has been quoted in numerous publications, including the Wall Street Journal, Worth, Kiplinger’s, and Bloomberg. Additionally, John regularly writes Pathstone’s strategy and investment commentary and updates.
In his spare time, John enjoys reading books that relate to the field of Behavioral Finance (Psychology, Sociology, Investments, and History). He also enjoys applying his investment philosophy (Quality at a Reasonable Price) to the selection of wines from around the world.