COO / Client Advisor
Every client comes to us with their own unique goals and objectives. Our first responsibility is getting to know them, their families, and their opportunities and challenges. My work with our clients is rooted in understanding the details and applying complex analysis, but always directed at answering big picture questions while helping them make decisions and manage their wealth with more confidence. The greatest compliment a client can give me is when they feel a complex financial plan has become “simple” and they have confidence and clarity about how to move forward.
James Mahoney is Filament’s Chief Operating Officer and a member of the firm’s investment committee. Drawing from his extensive client advisory experience, James provides thought leadership and guides the development of Filament’s operations, systems, and personnel supporting client advisory activities. James continues to serve as a client advisor and leads the Firm’s efforts in technical areas including stock option planning, concentrated stock and stock option diversification, multi-generational wealth transfer, and mathematical modeling for a broad range of financial decisions. Prior to Filament, James held a leadership position in client management at Cornerstone Advisors.
James received his Master of Science in Finance from Seattle University and his BA in Business Administration from Seattle Pacific University.
James’ love of fly fishing and the outdoors led him to Board service as a Director of the Hoh River Trust, a conservancy for lands along Northern Washington’s Hoh River. When not hiking or chasing fish, you might find him in West Seattle coaching youth baseball or basketball teams.