Our Team

J. Clark Kastner

Co-Founder, Managing Director, Chief Investment Officer

Clark founded Weatherhelm Capital Management in 2014 to better serve his clients with transparent, un-conflicted wealth management services. Prior to forming Weatherhelm, Clark was a Financial Advisor and PIA Portfolio Manager for Merrill Lynch, Pierce, Fenner & Smith Inc. in West Dover, VT. Previously, he held the roles of Head of USD Interest Rate Derivatives for Jefferies and Company, Inc. in New York, and Liquidity Reserve Portfolio Manager for Barclays Capital in London, where he managed the bank’s £25B global liquidity reserve portfolio. Clark was also a Portfolio Manager at West End Capital (Bermuda), a $1B fixed income arbitrage fund in which Warren Buffet was the principal investor. Before that, he was a Senior Vice President at RBS Greenwich Capital trading swaptions and interest rate derivatives. Clark began his Wall Street career in 1999, at Donaldson, Lufkin & Jenrette, trading OTC bond options and basis arbitrage.

Clark served as the Vice Chairman of the Swaps and Derivatives Market Association (SDMA), authoring key provisions of the Dodd-Frank Financial Reform Bill. In this role, he advised the SEC and was called upon to testify as an expert in derivatives before the Commodity Futures Trading Commission (CFTC). Using his expertise in the realm of securities and business organization, Clark has worked as a jurist consultant for a Vermont Law firm.

Clark received an MSc (hons) in Finance from the London School of Economics and an AB cum laude in Government from Harvard University. An avid sailor, Clark also enjoys skiing and being in the great outdoors.

Lynn M. Kastner

Co-Founder, Client Associate

Lynn brings her fastidious nature to executing the client services role with verve. Preparing documents and managing paperwork with careful attention to detail, she brings her unique perspective to every client relationship. With a background in marketing and hospitality- she merges the disparate skills of clinical organization and a human touch in all that she does. The long hours she puts in caring for home and family frees her partner to focus on the critical task of trading and portfolio management. Lynn is thrilled to raise her young family in the Taconic Mountains of Southern Vermont while enjoying all that the cultural amenities the Saratoga area has to offer.

Patrick Meyer

Executive Director

In addition to his role as Executive Director at Weatherhelm, Patrick is a Manager of Solution of Engineering at DocuSign focusing on Financial Services. With these concurrent roles, he keeps Weatherhelm on the cutting edge of FinTech while simultaneously using his experience as an active practitioner in the world of financial services to explore and define new use cases for the DocuSign System of Agreement.

Formerly, Patrick was the director of product development and operations for King Muir Fund Advisors, a boutique hedge fund in Chicago, Illinois. While at King Muir, Patrick restructured the operating platform of the fund, created a new municipal bond arbitrage fund, and launched King Muir’s separately managed account platform.

Prior to joining King Muir, Mr. Meyer was a Second Vice President of Northern Trust Asset Management’s Institutional Client Solutions Group, where he was responsible for driving strategic relationships with corporations, foundations, endowments and other institutional investors. Mr. Meyer started his career in Northern Trust’s corporate tax department, completing tax returns for various institutional entities.

Mr. Meyer received his Bachelor of Science in Finance from Illinois State University. He earned an IMCA Certified Investment Management Analyst certificate through The Wharton School – Aresty Institute of Executive Education and holds a FINRA Series 65 license.

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Weatherhelm Capital Management | 5 Washington Street, Suite 1, Cambridge, NY 12816

Phone: (518) 407-3886| Email: info@weatherhelm.net

DISCLAIMER

Weatherhelm Capital Management, LLC does not solicit or accept business in any state in which it is not properly registered or qualified to conduct business by virtue of a state “de minimus” exemption. This site is for INFORMATIONAL PURPOSES ONLY and does not provide investment advice and is not intended as solicitation or offer of investment advisory services in any circumstance or jurisdiction which the Company is not authorized.