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.
Postes actifs de Joseph Koch
| Sociétés | Poste | Début |
|---|---|---|
Pathstone Family Office LLC
 Pathstone Family Office LLC Investment ManagersFinance Pathstone Family Office LLC (Pathstone) is a SEC-registered investment advisor and wealth management firm headquartered in Englewood, New Jersey. The firm was founded by Steven Braverman Braverman and Allan Zachariah in 2010. The firm, through Pathstone Intermediate Holdings LLC, is a wholly owned subsidiary of 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 |
Anciens postes connus de Joseph Koch
| Sociétés | Poste | Fin |
|---|---|---|
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 | - |
Formation de Joseph Koch
| Florida Gulf Coast University | Undergraduate Degree |
| Florida International University | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Pathstone Family Office LLC
Pathstone Family Office LLC Investment ManagersFinance Pathstone Family Office LLC (Pathstone) is a SEC-registered investment advisor and wealth management firm headquartered in Englewood, New Jersey. The firm was founded by Steven Braverman Braverman and Allan Zachariah in 2010. The firm, through Pathstone Intermediate Holdings LLC, is a wholly owned subsidiary of 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 |
