John T. Elmes II, CFA

John T. Elmes II, CFA, is executive managing director, business development and marketing, at Pathstone Federal Street and is a member of Pathstone’s executive committee. Prior to Pathstone, he served as president of Convergent Wealth Advisors. Mr. Elmes also served at GenSpring Family Offices in multiple leadership roles, including head of investments, head of marketing/business development, and founder of the Washington, DC office. He was also a managing director/market manager at J.P. Morgan Private Bank and a partner at Arthur Andersen. Mr. Elmes is a speaker on the topic of family wealth and has been cited in multiple industry publications, including Investment News, FundFire, Family Wealth Report, and the Journal of Wealth Management. He graduated from George Mason University School of Business with a bachelor of science degree in finance and investments.

From the Blog

Differentiate Yourself: Building a Client-Oriented Culture

What do you need to do to survive in the wealth management industry today? Two words: Differentiate yourself. That was the message delivered by Isaac Presley, CFA, Blair duQuesnay, CFA, and John T. Elmes II, CFA. Read More