Joseph (Joe) Thomason, CFA®
Managing Partner
Joe focuses on delivering strategic, long-term value to clients through tailored investment and advisory solutions. With a career dedicated to helping clients navigate complex financial decisions, he believes in integrity and a client-first approach.
Before co-founding Promontory Wealth, Joe was a vice president at J.P. Morgan Wealth Management, advising high-net-worth clients on customized investment strategies. He previously held roles as a vice president at First Republic and a Senior Relationship Manager at Merrill Lynch. He has provided clients with strategic, personalized financial guidance since 2011.
Joe holds the Chartered Financial Analyst® (CFA®) designation and earned his bachelor’s degree in finance from Boston College.
Joe is a proud husband and father of three. Outside of the office, he enjoys golf, beach volleyball, and traveling with his family.