Profiel
Mr. James E.
Mahoney is a Chief Operating Officer at Filament LLC.
He is a member of the firm’s investment committee.
Drawing from his extensive client advisory experience, he provides thought leadership and guides the development of Filament’s operations, systems, and personnel supporting client advisory activities.
He continues to serve as a client advisor and leads the Firm’s efforts in technical areas including stock option planning, concentrated stock and stock option diversification, multi-generational wealth transfer, and mathematical modeling for a broad range of financial decisions.
He currently serves on the Board of Directors for the Hoh River Trust.
Prior to co-founding Filament in 2005, Mr. Mahoney held a leadership position in client management at Cornerstone Advisors.
Mr. Mahoney received his Master of Science in Finance from Seattle University and his BA in Business Administration from Seattle Pacific University.
Eerdere bekende functies van James Earl Mahoney
| Bedrijven | Functie | Einde |
|---|---|---|
Filament LLC
 Filament LLC Investment ManagersFinance Filament LLC is a wealth management firm headquartered in Seattle, Washington. The firm was founded in 2005 by two CPAs — Scott Butterfield and Conrad Gehrmann – and attorney John Goodwin. In 2020, they became a subsidiary of Laird Norton Wealth Management LLC, which is ultimately owned by Laird Norton Co. LLC. Filament provides investment and financial advisory services predominantly to high net-worth individuals, families, and related family entities. Entities include trusts, estates, family foundations, family investment corporations, partnerships and small businesses. The firm also provides investment advisory services to institutional clients, including charities (and their endowments or foundations) and donor advised funds. | Oprichter | 01-12-2020 |
Cornerstone Advisors Asset Management, Inc.
 Cornerstone Advisors Asset Management, Inc. Investment ManagersFinance Founded in 2001, Cornerstone Advisors, Inc. is a registered investment advisor located in Asheville, North Carolina | Corporate Officer/Principal | - |
Opleiding van James Earl Mahoney
| Seattle University | Graduate Degree |
| Seattle Pacific University | Undergraduate Degree |
Ervaring
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Beursgenoteerde bedrijven
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Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
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Filament LLC
Filament LLC Investment ManagersFinance Filament LLC is a wealth management firm headquartered in Seattle, Washington. The firm was founded in 2005 by two CPAs — Scott Butterfield and Conrad Gehrmann – and attorney John Goodwin. In 2020, they became a subsidiary of Laird Norton Wealth Management LLC, which is ultimately owned by Laird Norton Co. LLC. Filament provides investment and financial advisory services predominantly to high net-worth individuals, families, and related family entities. Entities include trusts, estates, family foundations, family investment corporations, partnerships and small businesses. The firm also provides investment advisory services to institutional clients, including charities (and their endowments or foundations) and donor advised funds. | Finance |
Cornerstone Advisors Asset Management, Inc.
Cornerstone Advisors Asset Management, Inc. Investment ManagersFinance Founded in 2001, Cornerstone Advisors, Inc. is a registered investment advisor located in Asheville, North Carolina | Finance |
