Andrew John

CFA

Managing Director

  • Shareholder

Andrew is a Managing Director and shareholder of Pathstone. He is responsible for pooled manager vehicles that allocate to equity investment managers, both long-only and long-short, within the international and US smaller company spaces.

Previously, Andrew spent over 16 years at Veritable, LP where he was Head of Public Equity Investments and a Portfolio Manager. He served on the Research Investment Committee and was responsible for the same pooled manager vehicles. He has dedicated his career to researching managers in international and domestic public markets.

Andrew graduated with highest honors from Lehigh University in 2006 with a BA in Economics and International Relations. He received a Presidential Scholarship and earned his master’s degree in Economics from Lehigh University in 2007. He is a CFA® charterholder and a member of CFA Society Philadelphia.

Andrew has a reputation for persistence and thoroughness in outside manager due diligence, but while traveling for work he will gladly try new food recommendations without calling references. He is an avid science fiction reader and he and his wife are devoted parents to their three children.

Group

Advisory Services

- Investment Research

Certification

CFA

Office

Philadelphia Metro Area

Contact & Locations

Andrew is a Managing Director and shareholder of Pathstone. He is responsible for pooled manager vehicles that allocate to equity investment managers, both long-only and long-short, within the international and US smaller company spaces.

Previously, Andrew spent over 16 years at Veritable, LP where he was Head of Public Equity Investments and a Portfolio Manager. He served on the Research Investment Committee and was responsible for the same pooled manager vehicles. He has dedicated his career to researching managers in international and domestic public markets.

Andrew graduated with highest honors from Lehigh University in 2006 with a BA in Economics and International Relations. He received a Presidential Scholarship and earned his master’s degree in Economics from Lehigh University in 2007. He is a CFA® charterholder and a member of CFA Society Philadelphia.

Andrew has a reputation for persistence and thoroughness in outside manager due diligence, but while traveling for work he will gladly try new food recommendations without calling references. He is an avid science fiction reader and he and his wife are devoted parents to their three children.

Offices

Scottsdale, AZ

Contact & Locations

Los Angeles, CA

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Lakewood, CO

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Alexandria, VA

Contact & Locations

Maryland

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Naples, FL

Contact & Locations
Street view of Winter Park Florida Pathstone Office

Winter Park, FL

Contact & Locations

Atlanta, GA

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Boston, MA

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Englewood, NJ

Contact & Locations
Aerial view of New York City

New York, NY

Contact & Locations

Providence, RI

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Austin, TX

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Bellevue, WA

Contact & Locations

Seattle, WA

Contact & Locations