Wes Yamamoto
CFA
Managing Director
- Shareholder
Wes is a Managing Director and shareholder in Pathstone’s Philadelphia metro area office. He has over 15 years of wealth management and advisory experience. As the leader of an advisory team, he develops and implements bespoke investment policy and asset allocation for several complex, multigenerational clients. Additionally, Wes oversees and supports the business development opportunities of the Pennsylvania office in close coordination with the Chief Growth Office.
Prior to Pathstone, Wes was a Partner, Investment Team Leader, and Head of Business Development at Veritable, LP. At the start of his career with Veritable, Wes was a key member of one of the firm’s largest advisory teams, managing over $3 billion in AUM. Over his tenure, he developed into an investment team leader while collaborating with firm leadership to formalize the business development office. Also, Wes served as a member of Veritable’s new talent recruiting team.
Wes graduated with honors from The Wharton School at the University of Pennsylvania with a BS in Finance. Wes is a CFA® charterholder and a member of CFA Society Philadelphia.
Wes is a longtime resident of Philadelphia, along with his wife and daughter. He enjoys basketball, cycling, golf, and film. Most of all, he loves spending time outdoors with his family, whether it is exploring a new city or bird watching in Cape May. He spent six years on the board and as treasurer of Breakthrough of Philadelphia, an organization that launches motivated and educationally underserved middle school students in Philadelphia on a path to top choice high schools and colleges.
Group
Certification
Office
Wes is a Managing Director and shareholder in Pathstone’s Philadelphia metro area office. He has over 15 years of wealth management and advisory experience. As the leader of an advisory team, he develops and implements bespoke investment policy and asset allocation for several complex, multigenerational clients. Additionally, Wes oversees and supports the business development opportunities of the Pennsylvania office in close coordination with the Chief Growth Office.
Prior to Pathstone, Wes was a Partner, Investment Team Leader, and Head of Business Development at Veritable, LP. At the start of his career with Veritable, Wes was a key member of one of the firm’s largest advisory teams, managing over $3 billion in AUM. Over his tenure, he developed into an investment team leader while collaborating with firm leadership to formalize the business development office. Also, Wes served as a member of Veritable’s new talent recruiting team.
Wes graduated with honors from The Wharton School at the University of Pennsylvania with a BS in Finance. Wes is a CFA® charterholder and a member of CFA Society Philadelphia.
Wes is a longtime resident of Philadelphia, along with his wife and daughter. He enjoys basketball, cycling, golf, and film. Most of all, he loves spending time outdoors with his family, whether it is exploring a new city or bird watching in Cape May. He spent six years on the board and as treasurer of Breakthrough of Philadelphia, an organization that launches motivated and educationally underserved middle school students in Philadelphia on a path to top choice high schools and colleges.
