Pathstone Managing Directors Recognized Among Forbes 2024 Top Next-Gen Wealth Advisors Best-In-State

Three Pathstone Managing Directors in separate offices have been recognized among Forbes 2024 Top Next-Gen Wealth Advisors Best-In-State.

James Whalen, CFP® in Pathstone’s D.C. Metro Area Office (Potomac)
Vivien Johnson, CFA®, CFP® in Pathstone’s Florida Office (Winter Park)
Wes Yamamoto, CFA® in Pathstone’s Philadelphia Metro Area Office

See Pathstone’s complete Forbes profile for more.

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Forbes

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 expressly indicated to the contrary, Pathstone did not pay a fee to participate or be included in any such ranking.

Methodology:
The Forbes Next-Gen Wealth Advisors rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion—mostly gained through telephone, virtual, and in-person due diligence interviews—and quantitative data. Those advisors that are considered have a minimum of four years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. 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 August 8, 2024 and is based on the data as of March 31, 2024.

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Alexandria, VA

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Maryland

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Naples, FL

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Street view of Winter Park Florida Pathstone Office

Winter Park, FL

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Atlanta, GA

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Boston, MA

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Englewood, NJ

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New York, NY

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Providence, RI

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Austin, TX

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Bellevue, WA

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Seattle, WA

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