Jake Sternberg
CFA®
Director
- Shareholder
Jake is a Director in Investment Research for Pathstone in the Alexandria, VA office. He is responsible for sourcing and selecting investment strategies for the firm’s clients, with a focus on the private markets and alternative asset classes. Additionally, Jake helps to manage the firm’s global digital infrastructure strategy.
Prior to Pathstone, Jake was a Director on the Investment team for Dyson Capital Advisors. He was responsible for the Firm’s efforts on asset allocation, due diligence, and manager selection across public and private markets. In addition, Jake helped to oversee the Firm’s public equity strategy focused on global digital infrastructure. Before joining Dyson, Jake covered global equities as a Senior Analyst at Simcoe Capital Management and began his career as an Analyst at J.P. Morgan Asset Management.
Jake earned a Masters of Business Administration (MBA) degree with a concentration in Value Investing from Columbia Business School and graduated with a Bachelor of Science (BS) degree with a major in Finance and a minor in Global Trade from Wake Forest University.
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.
Group
Certification
Office
Jake is a Director in Investment Research for Pathstone in the Alexandria, VA office. He is responsible for sourcing and selecting investment strategies for the firm’s clients, with a focus on the private markets and alternative asset classes. Additionally, Jake helps to manage the firm’s global digital infrastructure strategy.
Prior to Pathstone, Jake was a Director on the Investment team for Dyson Capital Advisors. He was responsible for the Firm’s efforts on asset allocation, due diligence, and manager selection across public and private markets. In addition, Jake helped to oversee the Firm’s public equity strategy focused on global digital infrastructure. Before joining Dyson, Jake covered global equities as a Senior Analyst at Simcoe Capital Management and began his career as an Analyst at J.P. Morgan Asset Management.
Jake earned a Masters of Business Administration (MBA) degree with a concentration in Value Investing from Columbia Business School and graduated with a Bachelor of Science (BS) degree with a major in Finance and a minor in Global Trade from Wake Forest University.
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.
