Profile
Mr. Jeffrey A. Daems, CFA, is a Managing Director at Pathstone Family Office LLC.
Before joining Pathstone, he was Managing Director in the Portfolio Management group at Hall Capital Partners LLC, an Outsourced Chief Investment Office (OCIO) that advised on $45 billion in client assets.
He also served on the firm’s Investment Review Committee.
Prior to Hall Capital Partners, he spent several years working in the environmental consulting industry.
He earned a Bachelor of Arts in Economics and History from the University of California, San Diego.
He holds the Chartered Financial Analyst (CFA®) designation.
Jeff Daems active positions
| Companies | Position | Start |
|---|---|---|
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. | Portfolio Manager-Equities | 2024-11-30 |
Former positions of Jeff Daems
| Companies | Position | End |
|---|---|---|
Hall Capital Partners LLC
Hall Capital Partners LLC Investment ManagersFinance Hall Capital maintains a long-term investment horizon and invests their clients’ funds globally. The firm incorporates authentic diversification across drivers of value within fixed income, equities, hedge funds, private equity, and real assets. | Investment Committee Member | 2024-11-30 |
Training of Jeff Daems
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Private companies
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1st degree companies
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Linked companies
| Private companies | 3 |
|---|---|
Hall Capital Partners LLC
Hall Capital Partners LLC Investment ManagersFinance Hall Capital maintains a long-term investment horizon and invests their clients’ funds globally. The firm incorporates authentic diversification across drivers of value within fixed income, equities, hedge funds, private equity, and real assets. | Finance |
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 |
University of California San Diego
University of California San Diego Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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