Pathstone
Frederick Davis is a skilled legal and compliance professional with extensive experience in the legal industry and administrative support. Currently serving as a Legal and Compliance Senior Associate at Pathstone since February 2024, Frederick previously worked as a Collections Litigation Paralegal at LEFKOFF, RUBIN, GLEASON, RUSSO & WILLIAMS, P.C. from June 2017 to April 2022, where responsibilities included coordinating the firm calendar and preparing case files. Additional experience includes administrative support at the DeKalb Regional Youth Detention Center, home healthcare services at Loving Arms Personal Healthcare, an internship at the Georgia Innocence Project focusing on case investigations, and an assistant role at Georgia State University. Frederick holds a Bachelor's of Science in Criminal Justice from Georgia State University, with a focus on the legal track, and an Associate's degree in General Studies from Georgia Perimeter College.
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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