Veritable combines with Pathstone to create a best-in-class advisor to UHNW families Read

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Wes Yamamoto

Partner

Wes is a 2008 graduate of The Wharton School of the University of Pennsylvania. He is a key member of a Veritable team that manages $3 billion in liquid assets for several families. As an advisor to wealthy families, he actively develops and implements bespoke investment policy and asset allocation. Wes is a CFA® charterholder and a member of the CFA Society Philadelphia. In a familiar story that reminds me of my early history with Kidder Peabody, Wes, after several successful years at Veritable, succumbed to the urge to explore life at another investment firm. Before he left, we told him he would be welcome back any time and six months later our wish came true. He has joined the ranks of a handful of ‘boomerangs’ at Veritable who are appreciated for their intrepid spirit and excellent judgment. Currently, Wes serves as Treasurer, Finance Chair and Executive Committee Member of the Board of Directors of Breakthrough of Greater Philadelphia which helps low-income, middle school students build paths to college educations. He and his wife Anne are devoted parents to their young daughter.

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Wes Yamamoto

Partner

Wes is a 2008 graduate of The Wharton School of the University of Pennsylvania. He is a key member of a Veritable team that manages $3 billion in liquid assets for several families. As an advisor to wealthy families, he actively develops and implements bespoke investment policy and asset allocation. Wes is a CFA® charterholder and a member of the CFA Society Philadelphia. In a familiar story that reminds me of my early history with Kidder Peabody, Wes, after several successful years at Veritable, succumbed to the urge to explore life at another investment firm. Before he left, we told him he would be welcome back any time and six months later our wish came true. He has joined the ranks of a handful of ‘boomerangs’ at Veritable who are appreciated for their intrepid spirit and excellent judgment. Currently, Wes serves as Treasurer, Finance Chair and Executive Committee Member of the Board of Directors of Breakthrough of Greater Philadelphia which helps low-income, middle school students build paths to college educations. He and his wife Anne are devoted parents to their young daughter.

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