As Managing Director of Investment Strategy and member of the firm’s Chief Investment Office and Investment Committee, John Workman is responsible for charting the strategic direction of Pathstone’s client investment portfolios. John’s eighteen-plus years of experience has groomed him for a hybrid role that encompasses both client and portfolio management responsibilities as well as leadership of the research team’s investment strategy efforts. 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. Before joining Pathstone, John served as Chief Investment Stra