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A Guided Path Supports Your Long-Term Goals

John Elmes CFA

Executive Managing Director

As Executive Managing Director, John Elmes leads Pathstone’s growth initiatives heading up marketing/business development and is a member of Pathstone’s Executive Committee. Spanning over 25 years, John’s experience includes a successful track record of building and managing wealth advisory businesses.

Prior to Pathstone, John served as President of Convergent Wealth Advisors, where he managed the firm through multiple strategic challenges including methodically orchestrating a combination with Pathstone Federal Street, designed to advance clients, talent, and the organization into becoming one of the industry’s top independent family offices.  Before Convergent, John spent a decade with GenSpring Family Offices in multiple leadership roles, including Head of Investments, Head of Marketing/Business Development and founder of the DC office. There, he played a significant role in developing an industry changing Multi-Family Office (MFO) brand and growing assets under advisement (AUA) to over $20 billion.

Additionally, John was a Managing Director/Market Manager at JP Morgan’s Private Bank, and a Partner at Arthur Andersen. In every role, John has prioritized clients’ interests first, focused on delivering integrated, aligned advice, recognized the criticality of superior talent, and has been dedicated to advancing the fiduciary standard. 

John is a recognized 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 holds the Chartered Financial Analyst® designation and is a member of the CFA Institute. John is also a member of the Washington Society of Investment Analysts, the Maryland Technology Council, and a former board member of the Make a Wish Foundation of the Mid-Atlantic.

John graduated summa cum laude from George Mason University School of Business with a Bachelor of Science degree in Finance and Investments.

John is an avid outdoorsman, amateur farmer, an accomplished saltwater fisherman and a licensed charter captain.