The Filament Team

James Mahoney is a founding member of Filament. James has 11 years experience serving the advisory needs of wealthy individuals and families. During this time James has focused on stock option planning, concentrated stock and stock option diversification, assisting multi-generational wealth transfer succession, and integrating mathematical modeling, such as Monte Carlo modeling, to provide client context for decisions such as asset purchases/transfers and retirement planning. 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. Currently, James is a level 2 candidate for the Chartered Financial Analyst designation and is part of the Filament, LLC investment policy committee.