John Robert Workman
Analyst-Equity bij Pathstone Family Office LLC
Profiel
Mr. John R.
Workman is a Managing Director at Pathstone Family Office LLC.
He is responsible for firm's Investment Strategy, member of Chief Investment Office and Investment Committee.
He is responsible for charting the strategic direction of firm’s client investment portfolios.
He has over eighteen-plus years of experience.
He serves as the lead investment consultant for several of firm’s largest clients providing highly customized asset management solutions for individuals, families, and foundations.
Prior to joining Pathstone Family Office, Mr. Workman served as Chief Investment Strategist for Convergent Wealth Advisors and was a member of the firm’s Investment Committee where he was charged with directing the firm’s investment portfolio strategy.
In his role, he actively engaged the investment manager research and evaluation process that supported clients’ customized portfolios.
Mr. Workman earned a Bachelor of Science degree in Economics and a Bachelor of Arts degree in Business Administration, as well as a Master’s degree in Public Policy, from Pepperdine University.
Actieve functies van John Robert Workman
| Bedrijven | Functie | Begin |
|---|---|---|
Pathstone Family Office LLC
 Pathstone Family Office LLC Investment ManagersFinance Pathstone Family Office LLC (Pathstone) is a wealth management firm and registered investment advisor headquartered in Englewood, New Jersey. The firm was founded by Steven Braverman Braverman and Allan Zachariah in 2010. They are a wholly-owned by Pathstone Holdings LLC. Pathstone offers families, family offices and select nonprofit institutions with comprehensive family office services and customized investment advice. | Analyst-Equity | 01-11-2016 |
Eerdere bekende functies van John Robert Workman
| Bedrijven | Functie | Einde |
|---|---|---|
WIA, Inc.
 WIA, Inc. Investment ManagersFinance WIA, Inc. provides investment advice. The company is headquartered in Portland, OR. | Corporate Officer/Principal | - |
Convergent Wealth Advisors LLC
 Convergent Wealth Advisors LLC Investment ManagersFinance Founded in 1994 by David Lockshin, Convergent Wealth Advisors LLC is a registered investment advisor and hedge fund manager located in Potomac, Maryland. The firm is a majority owned subsidiary of Convergent Capital Management LLC. Convergent Wealth Advisors provides portfolio management services to individuals, high net-worth individuals, trusts, family entities, pension and profit-sharing plans, corporations, charitable institutions, foundations, universities, endowments, municipalities, and other US institutions. The firm provides advisory services to affiliated and unaffiliated private investment funds. They also provide investment advice to affiliated and non-affiliated investment advisors. | Analyst-Equity | - |
Opleiding van John Robert Workman
| Pepperdine University | Graduate Degree |
Ervaring
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| Bedrijven in privébezit | 3 |
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Pathstone Family Office LLC
Pathstone Family Office LLC Investment ManagersFinance Pathstone Family Office LLC (Pathstone) is a wealth management firm and registered investment advisor headquartered in Englewood, New Jersey. The firm was founded by Steven Braverman Braverman and Allan Zachariah in 2010. They are a wholly-owned by Pathstone Holdings LLC. Pathstone offers families, family offices and select nonprofit institutions with comprehensive family office services and customized investment advice. | Finance |
WIA, Inc.
WIA, Inc. Investment ManagersFinance WIA, Inc. provides investment advice. The company is headquartered in Portland, OR. | Finance |
Convergent Wealth Advisors LLC
Convergent Wealth Advisors LLC Investment ManagersFinance Founded in 1994 by David Lockshin, Convergent Wealth Advisors LLC is a registered investment advisor and hedge fund manager located in Potomac, Maryland. The firm is a majority owned subsidiary of Convergent Capital Management LLC. Convergent Wealth Advisors provides portfolio management services to individuals, high net-worth individuals, trusts, family entities, pension and profit-sharing plans, corporations, charitable institutions, foundations, universities, endowments, municipalities, and other US institutions. The firm provides advisory services to affiliated and unaffiliated private investment funds. They also provide investment advice to affiliated and non-affiliated investment advisors. | Finance |
