Akhil Venkatesh is an Associate Director in Pathstone’s Bellevue, WA office. He serves high-net-worth individuals, multi-generational families, and institutions by providing customized solutions to help meet clients’ needs, goals, and wealth objectives. Akhil has experience in portfolio construction and management, cash flow planning, and plan implementation.

Prior to joining Pathstone, Akhil spent over eight years at Federated Hermes in Pittsburgh, PA. He worked across a few different roles there, the most notable of which was an investment analyst in the high yield credit group.

Akhil graduated with a Bachelor of Science degree from the University of Pittsburgh with a major in Finance and minor in Economics. He later also earned his Master of Business Administration degree from Carnegie Mellon University. Akhil is a Chartered Financial Analyst charterholder and a member of the CFA Society Seattle. Akhil is also a Certified Financial Planner®.

In his spare time, Akhil enjoys spending time with his family and friends, playing and watching soccer, and checking out new music.

A Chartered Financial Analyst (CFA®) is a professional designation given to investment professionals who have successfully completed the requirements set by the globally recognized CFA Institute. Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management, and security analysis.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.