Jeffrey Daems serves as Managing Director and shareholder at Pathstone. He acts as a strategic investment advisor to multigenerational families and charitable endowments.

Before joining Pathstone, Jeffrey was Managing Director in the Portfolio Management group at Hall Capital Partners LLC, an Outsourced Chief Investment Office (OCIO) that advised on $45 billion in client assets. He also served on the firm’s Investment Review Committee. Prior to Hall Capital Partners, Jeffrey spent several years working in the environmental consulting industry.

Jeffrey earned a Bachelor of Arts in Economics and History from the University of California, San Diego. He is a member of CFA Society San Francisco and the CFA Institute and holds the Chartered Financial Analyst (CFA®) designation. He also serves as chair of the San Francisco Bay Area Advisory Board of Street Soccer USA.

In his free time, Jeffrey enjoys reading history and fiction books, cooking, eating, traveling, and spending time with friends and family.

A Chartered Financial Analyst (CFA®) is a professional designation given by the CFA Institute that measures and certifies the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management, and security analysis.