WEATHERHELM CAPITAL MANAGEMENT LLC of CAMBRIDGE, NY is an SEC-registered investment adviser (CRD 175019). Regulatory assets under management: $90.6M.
Compensation: % of AUM, Hourly, Performance.
Clients served: High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Jason Clark Kastner | MANAGING DIRECTOR; MEMBER & CHIEF COMPLIANCE OFFICER | — |
| Lynn Marie Kastner | DIRECTOR | — |
| KASTNER JASON CLARK | MANAGING DIRECTOR; MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER (+2 more) | — |
| KASTNER J C | MANAGING MEMBER & CCO | — |
| KASTNER LYNN MARIE | DIRECTOR; OWNER | — |