Anggie Jimenez
CFP®*
Associate Director
- Shareholder
Anggie L. Jimenez is an Associate Director at Pathstone. She serves as the Advisory Services Lead for various high net worth clients and family office relationships. As part of her role, she works closely with clients to produce and execute thoughtful solutions designed to meet their unique financial objectives. These solutions include personalized portfolio construction, asset allocation advice, family office management, cash flow engineering, and estate planning.
Anggie is also responsible for spearheading various business initiatives for Pathstone including the formation of the Investment Advisor Manual and establishing the FitPath Program which encourages employees to be more active.
Prior to joining Pathstone in 2015, Anggie worked at Bernstein Global Wealth Management in their Private Client division for nearly four years. She led a team that provided comprehensive servicing functions for clients, including the monitoring and modification of their investment portfolios. She also partnered with advisors to construct long-term investment/financial plans integrated with complex wealth transfer strategies.
Anggie graduated from New York University’s Stern School of Business with a Bachelor of Science in Economics. While at NYU, she led many initiatives including VITA (the Volunteer Income Tax Assistance Program), which offers free tax help to families from low-income communities.
Group
Certification
Office
Anggie L. Jimenez is an Associate Director at Pathstone. She serves as the Advisory Services Lead for various high net worth clients and family office relationships. As part of her role, she works closely with clients to produce and execute thoughtful solutions designed to meet their unique financial objectives. These solutions include personalized portfolio construction, asset allocation advice, family office management, cash flow engineering, and estate planning.
Anggie is also responsible for spearheading various business initiatives for Pathstone including the formation of the Investment Advisor Manual and establishing the FitPath Program which encourages employees to be more active.
Prior to joining Pathstone in 2015, Anggie worked at Bernstein Global Wealth Management in their Private Client division for nearly four years. She led a team that provided comprehensive servicing functions for clients, including the monitoring and modification of their investment portfolios. She also partnered with advisors to construct long-term investment/financial plans integrated with complex wealth transfer strategies.
Anggie graduated from New York University’s Stern School of Business with a Bachelor of Science in Economics. While at NYU, she led many initiatives including VITA (the Volunteer Income Tax Assistance Program), which offers free tax help to families from low-income communities.
