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Joseph Koch, CFA

Joseph Koch, CFA

Analyst

Followers of Joseph Koch, CFA498 followers
location of Joseph Koch, CFANaples, Florida, United States

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  • Timeline

  • About me

    Associate Director at Pathstone

  • Education

    • Florida International University

      2011 - 2012
      Master of Science Finance

    • Florida Gulf Coast University

      2006 - 2011
      Bachelor of Science Finance

  • Experience

    • Legacy Family Office

      Oct 2011 - Jan 2013
      Analyst

    • Pathstone

      Jan 2013 - now

      Pathstone, The Family Office, is a client-centric, partner-owned, multi-family office dedicated to serving ultra-high net worth families, single family offices, foundations, and endowments. With a breadth and depth of expertise, our trusted advisors provide a holistic suite of family office services, tailored wealth management, investment advisory, trust and estate planning, tax, bill pay and other lifestyle management services, all delivered in-house. With offices across the United States, we focus on an advocacy-driven approach, empowering our clients to realize their unique long-term goals and sustain their legacy. Discover more at www.pathstone.com. Show less

      • Associate Director

        Jul 2023 - now

      • Senior Analyst

        Jul 2018 - Jul 2023

      • Analyst

        Jan 2013 - Jul 2018

  • Licenses & Certifications