Pathstone is pleased to share that Vivien Johnson, Jeff Scheer, James Whalen, and Wes Yamamoto have been named Best-in-State Wealth Advisors, 2025, by Forbes. These Pathstone advisors are dedicated to serving our ultra-high net worth families, single family offices, foundations, and endowments, and advise on a variety of wealth management areas including investment management, trust and estate planning, liquidity event transition, education for the next generation, and more.
Vivien Johnson, CFA®, CFP® is a Managing Director in Pathstone’s Winter Park, FL office. In 2024, Vivien appeared on the Forbes Top Next-Gen Wealth Advisors Best-in-State list (view 2024 award disclosures here).
Jeff Scheer, CFA® is an Executive Managing Director in Pathstone’s Boston, MA office. This is the second year Jeff has appeared on the Forbes Best-in-State Wealth Advisors list (view 2024 award disclosures here). Jeff serves on Pathstone’s Regional Leadership Team, in representation of the Boston and New Jersey offices, where he supports firm growth and other strategic firm initiatives. Jeff is also a member of the firm’s Investment Oversight Committee.
James (Jimmy) Whalen, CFP® is a Managing Director in Pathstone’s Washington, D.C. office. In 2024, Jimmy appeared on the Forbes Top Next-Gen Wealth Advisors Best-in-State list (view 2024 award disclosures here). 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.
Wes Yamamoto, CFA® is an Executive Managing Director in Pathstone’s Philadelphia, PA office. In 2024, Wes appeared on the Forbes Top Next-Gen Wealth Advisors Best-in-State list (view 2024 award disclosures here). Wes leads the Pennsylvania advisory team and oversees business development opportunities of the Pennsylvania office in close coordination with the Chief Growth Office.
Third-party rankings and recognition from ratings services are no guarantee of future investment success. Working with a highly rated adviser does not ensure that a client or prospective client will experience a higher level of performance or results. Ratings should not be considered an endorsement for the adviser by any client, nor are they representative of any one client’s evaluation. Unless otherwise stated, Pathstone does not pay fees to participate in ranking or award surveys. We may pay fees to attend award ceremonies or obtain rights to market award/ranking outcomes.
Methodology:
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria learned through telephone, virtual and in-person due diligence interviews, and quantitative data such as revenue trends and assets under management. The algorithm additionally weighs factors such as service models, compliance records and industry experience, and focuses on those that encompass best practices in their approach to working with clients.
All advisors that are considered have a minimum of seven years experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. The award ranking provided is accurate as of April 8, 2025 and is based on the data as of June 30, 2024.
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