Pathstone
Jeremy Connerton has a diverse work history in the financial industry. Jeremy recently joined Pathstone as an Associate Director - Client Advisory in August 2022. Prior to that, they worked at Dyson Capital Advisors as a Client Services - Associate Director from October 2020 to August 2022. Jeremy also gained experience at JPMorgan Chase & Co as an Associate from July 2019 to October 2020. Jeremy started their career at J.P. Morgan as an Asset & Wealth Management Analyst from July 2016 to June 2019. Jeremy also had summer internship experience as a Junior Portfolio Manager at Rothschild & Co in 2015 and Rothschild Bank in 2014 and 2013.
Jeremy Connerton studied at the International School of Geneva from 2010 to 2012, where they obtained an International Baccalaureate Bilingual Diploma. Jeremy then attended the University of Virginia from 2012 to 2016, where they earned a Bachelor of Arts (BA) degree in Politics - Foreign Affairs. Additionally, in 2015, they attended the McIntire Business Institute at the University of Virginia to further their knowledge in Business/Commerce.
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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