Jeannette Grabe
CFA
Managing Director
- Shareholder
Jeannette is a Managing Director and shareholder in Pathstone’s Philadelphia metro area office. She supports a significant number of complex family engagements with multiple generations, legal entities, and complex investment structures. Questions ranging from cash flow planning, asset allocation and location pair with meeting the personal needs of families who want to engage the next generation, establish a family legacy, and perpetuate values and practices among the family members.
Jeannette has worked at Pathstone and its predecessor firm Veritable, LP since 2007. Before Veritable, Jeannette worked seven years in SEI’s Private Client group.
A summa cum laude graduate of The Wharton School of the University of Pennsylvania, Jeannette earned her BS in Economics and went on to earn the CFA® charterholder designation.
With a personal life almost as full as the professional, Jeannette met her husband in Africa and convinced him to come to America to start a farm where they raise four children and countless animals (including ostriches). Jeannette serves on the Investment Committee for the Delaware County Christian School’s endowment and occasionally has the opportunity to revive her past opera endeavors in a local production.
Group
Certification
Office
Jeannette is a Managing Director and shareholder in Pathstone’s Philadelphia metro area office. She supports a significant number of complex family engagements with multiple generations, legal entities, and complex investment structures. Questions ranging from cash flow planning, asset allocation and location pair with meeting the personal needs of families who want to engage the next generation, establish a family legacy, and perpetuate values and practices among the family members.
Jeannette has worked at Pathstone and its predecessor firm Veritable, LP since 2007. Before Veritable, Jeannette worked seven years in SEI’s Private Client group.
A summa cum laude graduate of The Wharton School of the University of Pennsylvania, Jeannette earned her BS in Economics and went on to earn the CFA® charterholder designation.
With a personal life almost as full as the professional, Jeannette met her husband in Africa and convinced him to come to America to start a farm where they raise four children and countless animals (including ostriches). Jeannette serves on the Investment Committee for the Delaware County Christian School’s endowment and occasionally has the opportunity to revive her past opera endeavors in a local production.
