Pathstone
Alex Hart, CFA, CAIA has a diverse work experience in the investment field. Alex currently holds the position of Chief Research Officer at Pathstone since July 2023. Prior to that, they worked as the Executive Managing Director of Research at Pathstone starting from January 2016.
Before joining Pathstone, Alex worked at Federal Street Advisors. Alex'sroles there included Director, Equity and Fixed Income Research from August 2014 to December 2015, Senior Research Analyst from May 2013 to August 2014, Research Analyst from March 2011 to April 2013, and CSA from August 2010 to March 2011.
Alex Hart, CFA, CAIA completed a Bachelor of Arts degree in Economics at Colgate University from 2005 to 2009. In 2007, Alex also studied Economics at Stockholm University. In addition to their educational achievements, Alex Hart has obtained the Chartered Alternative Investment Analyst (CAIA) certification from the CAIA Association and the Chartered Financial Analyst (CFA) certification from the CFA Institute. However, the specific dates of when these certifications were obtained are not provided.
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Pathstone
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Pathstone is The Family Office. Powered by innovation, built for every generation, and expertly delivered. Pathstone creates a distinct culture of innovation built on the timeless foundation of trust and service traditionally delivered by family offices. We deliver the ultimate client experience in an era of constant change. Who we serve: 1. FAMILIES & INDIVIDUALS - Family office benefits and solutions—simplified A comprehensive suite of family office services tailored to your specific requirements. Innovative solutions and strategies are designed to enhance your net results and achieve your objectives. Exclusive client experience crafted to your desired outcomes. 2. FAMILY OFFICES - Turbo-charge your existing family office Proprietary portfolio execution and reporting system designed to reduce fees, cut taxes, enhance results, and provide controls and information in ways we believe were not possible before. We provide creative solutions and tested strategies to complement your existing family office. Deep investment research, access, solutions, and tools to provide your family office the flexibility to outsource certain investment components. 3. FOUNDATIONS & ENDOWMENTS - Fiduciary advice to support your fiduciary responsibilities Investment counsel, process and solutions built to distinctively serve trustee and committee-directed portfolios. We provide results-oriented impact investment solutions inclusive of measurement and reporting tools. Comprehensive services to manage your complete back office or simply complement your existing organization. Locations in Arizona, California, Colorado, D.C. Metro, Florida, Georgia, Massachusetts, New Jersey, New York, Rhode Island, Texas, Washington, and Wyoming. For more information, please see our web site – www.pathstone.com