Profile
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.
Joseph Koch active positions
Companies | Position | Start |
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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 | 2012-12-31 |
Former positions of Joseph Koch
Companies | Position | End |
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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 | - |
Training of Joseph Koch
Florida Gulf Coast University | Undergraduate Degree |
Florida International University | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 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 |
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