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Viren Kamdar

CFP®

Managing Director

  • Partner

Viren serves as Managing Director and.as team leader managing Pathstone’s Seattle, WA  office. He is responsible for advising families on a variety of wealth management issues, including risk and cash flow management, tax, trust and estate planning, investment management, philanthropic  and multi-generational family planning. He most enjoys working collaboratively with the client’s comprehensive team to create greater efficiencies in their day-to-day and  across their families generations. Viren also serves as a direct supervisor, managing and mentoring fellow advisors towards reaching their own professional goals.

Viren has over 14 years of experience in wealth management. Prior to joining Pathstone, he was a Managing Director at Cornerstone Advisors,  where he served as the lead advisor to many complex client relationships and as a resource to mentoring colleagues. Prior to Cornerstone Viren served as a Vice President at J.P. Morgan’s Private Bank, he began his career in wealth management as an Associate at Citi Private Bank.

Viren received his Master’s in Business Administration, from the University of Phoenix.  He holds the Certified Financial Planner™ designation and has passed the Financial Industry Regulatory Authority Series (FINRA) 7 and 66 exams.

Viren lives in Seattle, Washington with his wife and their 2 children. He serves as a member of the Board or Trustees, and on the Executive Committee as Chair of the Finance Committee for Giddens School, a private K-5 school which his two sons attend. He is a drummer and enjoys mountain biking, hiking and skiing in the majestic mountains of the Pacific Northwest.

 

*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Group

Partner

Client Service Team

Investment Advisory

Certification

CFP®

Office

Seattle, WA

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Viren serves as Managing Director and.as team leader managing Pathstone’s Seattle, WA  office. He is responsible for advising families on a variety of wealth management issues, including risk and cash flow management, tax, trust and estate planning, investment management, philanthropic  and multi-generational family planning. He most enjoys working collaboratively with the client’s comprehensive team to create greater efficiencies in their day-to-day and  across their families generations. Viren also serves as a direct supervisor, managing and mentoring fellow advisors towards reaching their own professional goals.

Viren has over 14 years of experience in wealth management. Prior to joining Pathstone, he was a Managing Director at Cornerstone Advisors,  where he served as the lead advisor to many complex client relationships and as a resource to mentoring colleagues. Prior to Cornerstone Viren served as a Vice President at J.P. Morgan’s Private Bank, he began his career in wealth management as an Associate at Citi Private Bank.

Viren received his Master’s in Business Administration, from the University of Phoenix.  He holds the Certified Financial Planner™ designation and has passed the Financial Industry Regulatory Authority Series (FINRA) 7 and 66 exams.

Viren lives in Seattle, Washington with his wife and their 2 children. He serves as a member of the Board or Trustees, and on the Executive Committee as Chair of the Finance Committee for Giddens School, a private K-5 school which his two sons attend. He is a drummer and enjoys mountain biking, hiking and skiing in the majestic mountains of the Pacific Northwest.

 

*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.