Our story begins with you
Whether you’re just starting out or you’re looking to accelerate your trajectory, build new skills, find a new job or career direction, improve work/life balance, or just refresh your resume, we can help.
We offer comprehensive career coaching and professional development events, insights, tools, and exercises, all backed by a group of leading career coaches and other management experts.
We serve career-focused individuals across a wide variety of industries and experience levels. Everyone deserves to live a fulfilling work life. Let us help you forge your path. And if you’re a career management professional committed to these same objectives, we can help you amplify your impact.
Our structured approach
Beliefs that guide us
1. You need to own your career
2. Start by understanding yourself
3. Set goals and commit to achieving them
Our Team
JR Lowry
JR Lowry
J.R. founded and began backing PathWise in 2021 as a “passion project” to help others find purpose and joy in their careers. He has had the fortune of participating in a number of leadership development programs over the course of his career and has always found them inspiring and thought-provoking. He has also worked with some excellent coaches over the years and had the privilege of interacting with a number of career thought leaders, including Warren Bennis, Clayton Christensen and Patrick Lencioni. He is a consistent reader of business and career-focused books and articles. His goal with PathWise is to democratize career guidance so that it fits its members’ budgets, needs, and time availability, particularly as they progress through the critical middle years of their careers.
J.R. is currently working at the Chief Operating Officer of Janus Henderson Investors in London. Prior to joining Janus Henderson, J.R. spent 11 years in a variety of roles at State Street Corporation and 4 years in varying roles at Fidelity Investments. Prior to making a move into the financial services industry, J.R. spent 11 years with McKinsey & Company, leaving as a Principal. He began his career in the U.S. Air Force, rising to the level of Captain.
J.R. graduated summa cum laude with a Bachelor of Science degree in Engineering from Duke University. He also earned a Master of Science in Electrical Engineering from Northeastern University and a Master’s in Business Administration from Harvard Business School, where he earned First Year Honors.
J.R. is an avid hiker and has travelled to six continents to hike, including summiting Mount Kilimanjaro with his daughter Emily in 2018. He is also a long-time fund-raiser for the Dana-Farber Cancer Institute in Boston, having raised more than $150,000 for cancer research over the past 15 years. He is an Advisory Board member at Boston’s Institute of Contemporary Art. He and his wife are the parents of three grown children and live in London.
Jennifer Velis
Jennifer Velis
Jennifer started working as Head of Operations at PathWise in 2021. Like many mothers, her career took a lot of twists and turns to get her to PathWise. Over two decades ago, Jennifer was a Director of Outpatient Services for a private mental health hospital in the Boston area. With a Master’s of Counseling Psychology and as a Licensed Mental Health Counselor, she provided therapy and managed the Partial Hospital and Outpatient Department.
There was a theme in all of Jennifer’s jobs, she would start out as the service provider and eventually would become the manager/clinical supervisor/director. Becoming a manager was never her intention, but with each job she held, she could see the possibilities of organizational and staff improvements that would create a work environment that worked more effectively and cohesively.
Although the career Jennifer had at the hospital was personally and professionally rewarding, she made the difficult decision to become a stay-at-home mother after having 3 sons in three years.
Throughout the years Jennifer threw her energy into organizing and managing various volunteer jobs that revolved around her sons. She was the President of the preschool PTA which had a board of more than 50 women, a mixture of working and stay-at-home moms, many of whom had impressive careers. She later became the elementary and middle school PTO President.
Her boys had a love and talent for baseball, which led to several years as one of the few women on the town Little League board. She organized many events, fundraisers as well as contributed to the board decisions. The love of baseball continues many years later with one son playing baseball in college and the other two playing on their high school Varsity team.
After years of volunteer jobs, Jennifer stumbled into a job managing interns in a local wellness business. It was a perfect job for a mom since it was in town and offered flexibility. That job transitioned from working with the interns to managing the business. This was a completely new skill set from running a hospital system, but over time the skills acquired at this stumbled-upon job led to her getting the reputation as someone who can organize, manage and grow businesses.
Jennifer has a love for yoga and has been teaching hot vinyasa yoga for several years. Yoga and meditation are part of her daily routine. She is also a prolific reader and loves to play word games. Several years ago, she started a tradition of going to MLB stadiums with her sons, and they have been to 1/3 of the stadiums so far. Their favorite stadium is still Fenway Park, home of the Boston Red Sox. Jennifer has lived in Lexington, MA, for the past 22 years.
Daniela De Luca
Daniela De Luca
Daniela joined the PathWise team in 2022. She is currently an advertising Ph.D. student at the Stan Richards School of Advertising at the University of Texas at Austin. Daniela obtained her Master’s degree in Communication at the University of Louisiana at Lafayette and her undergraduate degree in Education & Entrepreneurship from the Universidad Francisco Marroquin in Guatemala. In her years of studying, she has taught graduate and undergraduate courses and assisted professors with their research. She is also a graduate research assistant at the Center for Health Communication at the University of Texas at Austin. Daniela is a year away from graduating and is currently working on her dissertation. Her research interests focus on the role of the self and identity in developing communication strategies promoting mental health care and wellbeing.
Daniela was born to Italian parents in Guatemala, where she grew up. She speaks Spanish, English, and a little bit of Italian. She danced ballet for 18 years before moving to Lafayette, LA in 2017. Daniela loves watching movies and goes to the theatre once a week. She also enjoys reading mystery novels, learning different calligraphy styles, and training on her spin bike. Daniela recently got married, and she now lives in Austin, TX, with her husband and puppy.
Our Advisors
Becca Carnahan
Becca Carnahan
Becca Carnahan is a career coach, author, and mom from Massachusetts. She is the founder of Becca Carnahan Career Coaching & Communications, where she specializes in helping mid-career professionals find more joy and fulfillment in their work. She also writes and manages the working mom blog, With Love Becca, which helps women manage motherhood, manage careers, and manage to laugh through it all.
Becca gained her expertise in the career development field over a 13-year career at Harvard Business School, where she still works as a career coach, and while earning her Masters’ Degree in Education from the Harvard Graduate School of Education.
In addition to her career coaching work, Becca is also the author of Belinda Baloney Changes Her Mind, a fun and inspiring “when I grow up” children’s book and When Mommy Grows Up: A Guide to Parenting Yourself to a More Fulfilling Career.
Specialties
Industries
Beth Kennedy
Beth Kennedy
Beth brings more than twenty years of experience to her role as a leadership and executive coach, resiliency-training expert, and speaker. Her Benatti Resiliency Model has helped thousands of people develop the resilience to adapt to changing career circumstances, remain productive and engaged, and find greater life and career satisfaction. Beth has a diverse client list, including dozens of small businesses, nonprofit organizations, individuals, and corporations such as Takeda Pharmaceuticals USA, The Gillette Company, Nike, Converse, Bright Horizons, and Charter Contracting.
Companies hire Beth to coach high-potential individuals on how to use their influence strategically, collaborate effectively, and focus on innovation. She also creates customized training programs that make an impact, with a focus on keeping employees resilient, engaged, and productive, and able to manage change and transition within the organization. Current and past clients credit her dynamic training design, facilitation, and follow-up coaching model for their documented results and successes.
In addition to dynamic programs, Ms. Kennedy has presented her Benatti Resiliency Model at diverse professional conferences and symposiums across the globe. Participants praise the interactive nature of her presentation and leave with strategies to set their career recharge in motion.
She is the author of Career ReCharge: Five Strategies to Boost Resilience and Beat Burnout, which continues her mission of recharging individuals in their careers and lives so they have the energy needed for today’s world.
Beth is a certified Leadership Coach Academy Talent Management / Leadership Coach, and a certified Linkage Inc. Leadership Coach. She holds certifications as a 360Reach Analyst and in the Leadership Circle Profile. Her expertise includes being qualified to administer the Myers-Briggs Type Indicator® instrument, TypeCoach resources, Thomas-Kilmann Conflict Mode Instrument, the Lominger Leadership Architect®, and the ARSENAL™ Assessment.
Beth holds a BS from Bethany College, West Virginia, an MS in Human Resource Counseling from Northeastern University, Boston, and a Certificate of Advanced Graduate Studies in Marriage & Family Therapy from the University of Massachusetts at Boston.
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Industries
Certifications
Tony Martignetti
Tony Martignetti
Tony is a trusted advisor, entrepreneur, idea generator, and people connector. He brings together practical experience and extreme curiosity to elevate leaders and equip them with the tools to navigate through change and unlock their true potential.
He loves guiding people to find clarity in their lives so they are energized, fully present, and unstoppable. When leaders unlock their potential and lead from a place of inspired purpose, they impact and inspire everyone around them. He has dedicated himself to helping people lead an inspired life.
Before becoming the founder and Chief Inspiration Officer of Inspired Purpose Coaching, he was a finance and strategy executive working with some of the world’s leading life sciences companies. Along his journey, he also managed small businesses and ran a financial consulting company.
Tony is the host of The Virtual Campfire podcast and the author of Climbing the Right Mountain: Navigating the Journey to an Inspired Life.
Tony holds a BS and MBA from Northeastern University. He is a Professional Certificated Coach (PCC) and a former board member of the International Coaching Federation (ICF) New England Chapter. When he is not guiding people, Tony explores the world, looking for a new adventure and uncovering new ideas.
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Erika Osterling
Erika Osterling
Erika is a career and leadership coach who partners with her clients to create breakthroughs in their current roles and careers. Erika serves as Career Coach at Harvard Business School, as Executive Coach for The Leadership Consortium and as the Founder of Steeped Advisory.
Her favorite areas of work include helping individuals discover and land roles aligned to their capabilities and interests, transition to new industries, craft their differentiated story, build their networks, and develop critical leadership skills to accelerate promotability and impact.
Before Steeped, Erika was Executive Director at Russell Reynolds, recruiting senior operators and human capital talent. Earlier in her career, Erika worked at GE, Avery Dennison, and PepsiCo in operations, commercial, and general management roles across multiple businesses and geographies, including an expat role in Southeast Asia.
Erika inspires leaders one conversation at a time. She draws upon her global and multi-functional leadership experience to offer insights. She acts as peer, sounding board, and accountability partner. She leads with empathy but poses thought-provoking questions and offers a candid point of view.
Erika holds a BS in Industrial Engineering from Monterrey Tec (ITESM) in Mexico and an MBA from Harvard Business School. Erika is a graduate of GE’s Corporate Leadership Staff.
Erika passionately pursues her career aspirations while balancing dual careers and two young daughters. A first-generation college grad from Mexico, she is passionate to contribute to the advancement of diverse talent into executive leadership.
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Heather Wilkerson
Heather Wilkerson
Heather holds a Master’s in Counseling, received coaching training and certification through the Co-Active Training Institute (CTI), and is credentialed as a Professional Certified Coach (PCC) by the International Coaching Federation (ICF). Heather is currently a Senior Career Consultant for Right Management Consulting, coaches IT career changers for Flatiron and is the founder of Heather Wilkerson Coaching where she provides professional, personal and career coaching focusing on transitions, managing roadblocks and handling life-changing events. She focuses on professionals experiencing burnout, personal change, and supporting clients to create meaningful careers at any stage.
Heather began her career in Human Resources and Employee Assistance Programs. Over 20 years ago, she moved to career coaching and helping clients manage change. Since then, she has built three different comprehensive Career Development programs, created online career suites, and written and presented numerous training and development programs, including a 3-day career transition workshop, plus an award-winning Career Change and Growth webinar series. Recently, she led Leadership and Career Programs for Brown University Alumni and served as Director of Career Services for the Brown University Master’s in Public Affairs (MPA) program. She has over 20 years of coaching experience working in Higher Ed, Fortune 100 companies, the Federal Government and healthcare organizations.
She approaches career coaching with the belief that everyone has great skills and strengths waiting to be uncovered. She has experience helping clients tell their story, craft career plans and generally consult on the self-marketing process. She partners with clients to clarify and connect with their inner strengths and resources to live their best life and reach their goals with ease.
Heather Lives in Rhode Island with her husband and has 4 children at various stages of launch! She enjoys running, yoga, all types of boating and hiking. She is an aspiring cook and musician.
