David Charles Kahn
Miembro del Comité de Inversión en Pathstone Family Office LLC .
Perfil
Mr. David C.
Kahn is an Executive Managing Director at Pathstone Family Office LLC.
Mr. Kahn is responsible for spearheading the management of key client relationships in the region.
He has over 25 years of advisory experience.
He advises ultra-high net worth individuals and families, as well as endowments and foundations, on a full array of wealth management solutions, including investment policy development, asset allocation, portfolio construction, risk management, and tax and estate planning.
Mr. Kahn is also a member of firm’s Investment Committee, which is responsible for charting the strategic direction of all client investment portfolios.
Prior to joining Pathstone Family Office in 2016, Mr. Kahn spent seven years in similar capacities, as Managing Director at Convergent Wealth Advisors.
His career in wealth management also includes four years as a Private Client Advisor with Wilmington Trust Company and ten years as Portfolio Manager with Roxbury Capital Management, including acting as a co-lead portfolio manager for large cap growth equities strategies representing over $2 billion in client assets.
He began his career in New York as a senior investment management consultant, working with clients on asset allocation, manager selection, and performance reporting.
Mr. Kahn received his Bachelor of Arts degree in Economics from Bucknell University and his Master’s degree in Business Administration in Finance from New York University.
Cargos activos de David Charles Kahn
| Empresas | Cargo | Inicio |
|---|---|---|
Pathstone Family Office LLC
 Pathstone Family Office LLC Investment ManagersFinance Pathstone Family Office LLC (Pathstone) is a wealth management firm and registered investment advisor headquartered in Englewood, New Jersey. The firm was founded by Steven Braverman Braverman and Allan Zachariah in 2010. They are a wholly-owned by Pathstone Holdings LLC. Pathstone offers families, family offices and select nonprofit institutions with comprehensive family office services and customized investment advice. | Miembro del Comité de Inversión | 01/01/2016 |
Antiguos cargos conocidos de David Charles Kahn.
| Empresas | Cargo | Fin |
|---|---|---|
Convergent Wealth Advisors LLC
 Convergent Wealth Advisors LLC Investment ManagersFinance Founded in 1994 by David Lockshin, Convergent Wealth Advisors LLC is a registered investment advisor and hedge fund manager located in Potomac, Maryland. The firm is a majority owned subsidiary of Convergent Capital Management LLC. Convergent Wealth Advisors provides portfolio management services to individuals, high net-worth individuals, trusts, family entities, pension and profit-sharing plans, corporations, charitable institutions, foundations, universities, endowments, municipalities, and other US institutions. The firm provides advisory services to affiliated and unaffiliated private investment funds. They also provide investment advice to affiliated and non-affiliated investment advisors. | Miembro del Comité de Inversión | 01/01/2016 |
Wilmington Trust Corp.
 Wilmington Trust Corp. Major BanksFinance Wilmington Trust Corp. provides banking and financial services. It also creates a relationship management company that helps individual and institutional clients increase and preserve their wealth. The firm operates through four segments in three core businesses: Regional Banking, Corporate Client Services and Wealth Advisory Services. The Regional Banking Services serves commercial clients throughout the mid-Atlantic region and consumer clients in the state of Delaware. The Wealth Advisory Services serves high-net-worth clients throughout the United States. The Corporate Client Services serves institutional clients. The company was founded by T. Coleman duPont on July 8, 1903 and is headquartered in Wilmington, DE. | Corporate Officer/Principal | 31/08/2009 |
Roxbury Capital Management LLC
 Roxbury Capital Management LLC Investment ManagersFinance Founded in 1986, Roxbury Capital Management LLC is a registered investment advisor headquartered in Minnetonka, Minnesota. The firm provides investment management services to corporate funds, employee benefit plans, endowments, foundations, individuals and Taft Hartley plans. | Analyst-Equity | 31/12/2005 |
Formación de David Charles Kahn.
| New York University | Masters Business Admin |
| Bucknell University | Undergraduate Degree |
Experiencias
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Empresas relacionadas
| Empresas privadas | 4 |
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Roxbury Capital Management LLC
Roxbury Capital Management LLC Investment ManagersFinance Founded in 1986, Roxbury Capital Management LLC is a registered investment advisor headquartered in Minnetonka, Minnesota. The firm provides investment management services to corporate funds, employee benefit plans, endowments, foundations, individuals and Taft Hartley plans. | Finance |
Convergent Wealth Advisors LLC
Convergent Wealth Advisors LLC Investment ManagersFinance Founded in 1994 by David Lockshin, Convergent Wealth Advisors LLC is a registered investment advisor and hedge fund manager located in Potomac, Maryland. The firm is a majority owned subsidiary of Convergent Capital Management LLC. Convergent Wealth Advisors provides portfolio management services to individuals, high net-worth individuals, trusts, family entities, pension and profit-sharing plans, corporations, charitable institutions, foundations, universities, endowments, municipalities, and other US institutions. The firm provides advisory services to affiliated and unaffiliated private investment funds. They also provide investment advice to affiliated and non-affiliated investment advisors. | Finance |
Wilmington Trust Corp.
Wilmington Trust Corp. Major BanksFinance Wilmington Trust Corp. provides banking and financial services. It also creates a relationship management company that helps individual and institutional clients increase and preserve their wealth. The firm operates through four segments in three core businesses: Regional Banking, Corporate Client Services and Wealth Advisory Services. The Regional Banking Services serves commercial clients throughout the mid-Atlantic region and consumer clients in the state of Delaware. The Wealth Advisory Services serves high-net-worth clients throughout the United States. The Corporate Client Services serves institutional clients. The company was founded by T. Coleman duPont on July 8, 1903 and is headquartered in Wilmington, DE. | Finance |
Pathstone Family Office LLC
Pathstone Family Office LLC Investment ManagersFinance Pathstone Family Office LLC (Pathstone) is a wealth management firm and registered investment advisor headquartered in Englewood, New Jersey. The firm was founded by Steven Braverman Braverman and Allan Zachariah in 2010. They are a wholly-owned by Pathstone Holdings LLC. Pathstone offers families, family offices and select nonprofit institutions with comprehensive family office services and customized investment advice. | Finance |
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