Profil
Mr. Joseph Koch, CFA, is an Associate Director at Pathstone Family Office LLC.
He conducts due diligence on prospective managers and actively covers recommended strategies for the firm.
Mr. Koch currently covers strategies in the Domestic Large Cap asset classes, as well as those in the Fixed Income and Credit Risk Alternatives asset classes.
In his role, he serves on Pathstone’s Long-Only Investment Subcommittee and Alternative Investment Subcommittee.
Prior to joining Pathstone Family Office, Mr. Koch was a Research Analyst, Advisor, and member of the Investment Committee at Legacy Family Office.
He graduated Cum Laude from Florida Gulf Coast University with his Bachelor of Science in Finance.
He earned his Master of Science in Finance from Florida International University.
Aktive Positionen von Joseph Koch
Unternehmen | Position | Beginn |
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Pathstone Family Office LLC
Pathstone Family Office LLC Investment ManagersFinance Pathstone Family Office LLC (Pathstone) is a wealth management firm and registered investment advisor headquartered in Englewood, New Jersey. The firm was founded by Steven Braverman Braverman and Allan Zachariah in 2010. They are a wholly-owned by Pathstone Holdings LLC. Pathstone offers families, family offices and select nonprofit institutions with comprehensive family office services and customized investment advice. | Analyst-Equity | 01.01.2013 |
Ehemalige bekannte Positionen von Joseph Koch
Unternehmen | Position | Ende |
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Legacy Family Office LLC
Legacy Family Office LLC Investment ManagersFinance Legacy Family Office LLC provides investment advice. Its services include planning and trustee oversight, integrated tax and financial planning, investment advisory and risk management. The company is headquartered in Estero, FL. | Corporate Officer/Principal | - |
Ausbildung von Joseph Koch
Florida Gulf Coast University | Undergraduate Degree |
Florida International University | Graduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 2 |
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Pathstone Family Office LLC
Pathstone Family Office LLC Investment ManagersFinance Pathstone Family Office LLC (Pathstone) is a wealth management firm and registered investment advisor headquartered in Englewood, New Jersey. The firm was founded by Steven Braverman Braverman and Allan Zachariah in 2010. They are a wholly-owned by Pathstone Holdings LLC. Pathstone offers families, family offices and select nonprofit institutions with comprehensive family office services and customized investment advice. | Finance |
Legacy Family Office LLC
Legacy Family Office LLC Investment ManagersFinance Legacy Family Office LLC provides investment advice. Its services include planning and trustee oversight, integrated tax and financial planning, investment advisory and risk management. The company is headquartered in Estero, FL. | Finance |