Speakers

 

Viren Kamdar, CFP®
Partner, Managing Director
Pathstone

Viren serves as a Managing Director, manages Pathstone’s Seattle office and leads Client Advisory operations for the Pacific Northwest in close partnership with the Executive Managing Director of the region. He advises families on a variety of wealth management issues, working collaboratively with the client’s comprehensive team to create greater efficiencies in their daily lives and across the families’ generations. Viren also serves as a supervisor and manages and mentors fellow Advisors to help achieve their professional goals.

Viren has over 15 years of experience in wealth management. Prior to joining Pathstone, he was a Managing Director at Cornerstone Advisors, serving as the lead advisor on many complex client relationships and mentoring colleagues. Prior to Cornerstone, Viren served as a Vice President with J.P. Morgan’s Private Bank and began his career as an Associate at Citi Private Bank.