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Joseph Koch

CFA

Senior Analyst

    Group

    Investment Research

    Certification

    CFA

    Office

    Florida

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    Joseph Koch is a Senior Analyst at Pathstone (Florida). As an analyst, Joseph conducts due diligence on prospective managers and actively covers recommended strategies for the firm. Joseph 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, Joseph serves on Pathstone’s Long-Only Investment Subcommittee and Alternative Investment Subcommittee.

    Prior to joining Pathstone, Joseph 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.  Joseph earned his Master of Science in Finance from Florida International University and was the recipient of the FIU Finance Department Director’s Award for Excellence. Joseph is a CFA® charterholder, as well as a member of the CFA Society of Naples, FL.