Wes Yamamoto
Executive Managing Director at Pathstone
- Role
- Executive Managing Director at Pathstone
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Wes Yamamoto
Experienced advisor to ultra high net worth families and select institutions. Specific expertise in asset allocation, portfolio management, investment policy development, after-tax investment analysis, and multi-generational wealth management strategies.
Experience
Executive Managing Director
Jan 2025 — Present · Newtown Square, PA, US
Education
The Wharton School
BS, Finance
2004 — 2008
Skills
- Equities
- Financial Modeling
- Investment Management
- Portfolio Management
- Microsoft Excel
- Powerpoint
- Hedge Funds
- Fixed Income
- Bloomberg
- Valuation
- Investments
- Asset Allocation
- Mutual Funds
- Financial Analysis
- Capital Markets
- Alternative Investments
- Wealth Management
- Finance
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