Profiel
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.
Actieve functies van Joseph Koch
| Bedrijven | Functie | Begin |
|---|---|---|
Pathstone Family Office LLC
Pathstone Family Office LLC Investment ManagersFinance Pathstone seeks to help clients create, manage and preserve wealth across generations. The firm integrates smart innovative programs with its traditional family office services to provide solutions that withstand the test of time. | Analyst-Equity | 01-01-2013 |
Eerdere bekende functies van Joseph Koch
| Bedrijven | Functie | Einde |
|---|---|---|
Legacy Family Office LLC
Legacy Family Office LLC Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
Opleiding van Joseph Koch
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Bedrijven verbonden in de eerste graad
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| Bedrijven in privébezit | 4 |
|---|---|
Pathstone Family Office LLC
Pathstone Family Office LLC Investment ManagersFinance Pathstone seeks to help clients create, manage and preserve wealth across generations. The firm integrates smart innovative programs with its traditional family office services to provide solutions that withstand the test of time. | Finance |
Florida Gulf Coast University
Florida Gulf Coast University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Florida International University
Florida International University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Legacy Family Office LLC
Legacy Family Office LLC Investment ManagersFinance Provides investment advice | Finance |
















