The Wohlgemuth Group

Jim Wohlgemuth has spent almost 40 years gathering the skills and experiences needed to help highly successful families address their financial needs.  Jim began his financial services career in 1983 with Dean Witter Reynolds.  In 1987, he joined Alex Brown and Sons and became Managing Director in 1997.  Jim’s primary responsibility was advising executives of investment banking clients and family offices.  In 2009, Jim joined Morgan Stanley Private Wealth Management. In 2022, Jim was selected #5 overall in Washington DC, as a Barron’s Top 1,200 Financial Advisors: State-by-State. Jim also received Barron's Top 100 Financial Advisors awards (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State) during the period of 2008-2015. He was also named among the Financial Times 400 Top Advisers in 2015, and honored as one of Forbes Best-In-State Wealth Advisors (2022).

Jim received his MBA from George Washington University and a Bachelor of Arts in Political Science from Colorado State University. He lives in Woodley Park with his wife, Caroline, and their four sons.  Jim is an enthusiastic skier, fisherman, cyclist and sailor.

2008- 2015 - Barron's Top 100 Financial Advisors (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2018-2015). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.

2002 - Barron's Top 1,200 Financial Advisors: State-by-State
​Source: Barron's.com (Awarded Mar 2022) Data compiled by Barron's based on time period from Sept 2020 - Sept 2021.

2015 - Financial Times 400 Top Financial Advisors
Source: ft.com (Awarded Mar 2015) Data compiled by the Financial Times based on time period from 9/30/13 - 9/30/14.

2022 - Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded Apr 2022) Data compiled by SHOOK Research LLC based on time period from 6/30/20 - 6/30/21.

https://www.morganstanley.com/disclosures/awards-disclosure.html

John Wohlgemuth earned his MBA from Georgetown University and an undergraduate degree at the University of Vermont with a B.S. in finance. Prior to joining Morgan Stanley, John completed a post-MBA Finance Leadership Development Program at AT&T, during which he held roles in Investor Relations, Strategic Pricing, and Chief of Staff for the team responsible for completing the divestiture of DirecTV and the spin-off of Warner Media.

In his most recent role at AT&T, John served as the regional CFO for the Mid-Atlantic, Ohio, and Pennsylvania markets, where he managed a team of analysts and sales leaders covering thousands of retail locations, millions of AT&T customer relationships, and billions in earnings.

John joined Morgan Stanley through the Private Wealth Advisor Associate program, where he received customized training and worked closely with specialists from across the firm to gain a thorough understanding of how to leverage Morgan Stanley’s state-of-the-art financial products and offerings. After successfully passing the program, John went on to attain his CEPA certification with the Exit Planning Institute in 2024.

In his free time, John enjoys spending time on the Eastern Shore with his wife, Eloise, and their two dogs. He is also an avid skier, golfer, and outdoorsman.

Kathryn joined Morgan Stanley in 2009, and currently serves as the team’s Director of Investments. In this role she works with clients to help achieve their investment goals by developing, maintaining, and overseeing their strategic investment plans. The team has a highly customized approach in investment selection, and she relies on 20 years of industry experience to understand each family’s unique situation.

Prior to joining Morgan Stanley, she worked at Deutsche Bank Alex Brown. Kathryn received a Bachelor's in Finance and International Business at James Madison University. She lives in Capitol Hill, Washington DC with her husband and three children. She grew up at the Jersey shore and loves to spend her summers with friends and family. In her free time she enjoys cooking, traveling and exercising.

Bethany has worked in the financial service industry for several years.  As a registered associate for the team, she is able to gage client needs and assist them accordingly.  Prior to her career, Bethany received a Bachelor of Science in Finance from George Mason University.  She currently resides in Arlington, Virginia with her two dogs.

As a Registered Associate, Anishaa will assist with a variety of client service requests while supporting the general operations of the team. She has worked in the industry for two years obtaining her series 7 and 66 licenses at Merrill Lynch before her move to Morgan Stanley. Anishaa holds a B.S. in Risk Management and Insurance from The University of South Carolina and will soon be graduating with her Masters in Finance from Georgetown University. As a Virginia native living in the DC area, Anishaa enjoys spending her free time exploring the city with her dog Edgar.

Daniel is dedicated to the client experience and meeting client needs in a timely manner. Before moving to DC, Daniel lived in Allentown, PA and worked at The Vanguard Group Inc. outside of Philadelphia for two and a half years. While at Vanguard, Daniel specialized in retail retirement accounts and small business retirement plans. Daniel received his Bachelors degree from Ithaca College and his Masters degree from The University of Texas at Austin. When Daniel is not working, he enjoys going on hikes, writing music, and playing with his two cats.