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    John Workman

    Managing Director at Pathstone

    John Workman is the Managing Director at Pathstone, a position he has held since November 2016.12 He is responsible for charting the strategic direction of Pathstone's client investment portfolios and serves as a member of the firm's Chief Investment Office and Investment Committee.2

    With over 18 years of experience in the financial industry, Workman's role encompasses both client and portfolio management responsibilities, as well as leadership of the research team's investment strategy efforts.2 He serves as the lead investment consultant for several of Pathstone's largest clients, providing highly customized asset management solutions for individuals, families, and foundations.2

    Prior to joining Pathstone, Workman's career included:

    1. Chief Investment Strategist at Convergent Wealth Advisors (November 2007 - November 2016)12
    2. Director at Lydian Wealth Management (May 2003 - October 2007)1
    3. Director of Traditional Research at Windermere Investment Associates (August 1999 - April 2003)12

    Workman's educational background includes:

    • Bachelor of Science in Economics from Pepperdine University (1992 - 1997)1
    • Bachelor of Arts in Business Administration from Pepperdine University (1992 - 1997)1
    • Master's Degree in Public Policy with emphasis in Economics and Local Government from Pepperdine University School of Public Policy (1998 - 1999)1

    He has passed the Financial Industry Regulatory Authority (FINRA) Series 65 exam and completed the Investment Management Workshop for Senior Investment Professionals sponsored by the CFA Institute at Harvard University.2

    Highlights

    Jan 30 · pathstone.com
    Team - Pathstone
    Team - Pathstone
    Aug 8 · seramount.com
    John Workman - Seramount
    Jan 5 · eab.com
    John Workman - EAB
    Apr 16 · contactout.com
    John Workman Email & Phone Number | Managing Director at ...
    Mar 6 · en.wikipedia.org
    John Workman - Wikipedia

    Related Questions

    What are John Workman's key achievements at Pathstone?
    How does John Workman's experience at Convergent Wealth Advisors influence his current role at Pathstone?
    What specific strategies does John Workman implement for Pathstone's client investment portfolios?
    How has John Workman's education at Pepperdine University shaped his career in investment management?
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    Location

    Scottsdale, Arizona, United States