Jeff Bezanson
CFP®, MSFP
Executive Managing Director
- Shareholder
Jeff serves as Executive Managing Director, where he supports and advises wealthy families and family offices. Jeff is an executive leader on the Advisory team focusing on the CCFO client segmentation. Leveraging his years of experience, Jeff plays an integral role in fostering Pathstone’s preferred Institutional relationships with a focus on helping retain, attract and enhance the firm’s services and capabilities in this key market. Jeff is a shareholder and sits on the Private markets Investment Committee.
Jeff began his career in 1998 at Fidelity Investments, where he worked with high-net-worth families and family offices and helped start up multiple businesses at Fidelity.
Jeff assisted in creating the Executive Services Group within Fidelity Stock Plan Services and was responsible for working with Fortune 500 Companies and their senior executives by providing guidance pertaining to their equity compensation, overall financial planning, and investment strategies.
Jeff joined Fidelity Family Office Services as vice president to create the Wealthy Family segment and serve families of significant wealth. Jeff was tasked with developing the client offering, building and supporting the client base, and establishing the strategic direction of the Wealthy Family segment.
Jeff is a Certified Financial Planner (CFP®) and earned a master’s degree in Financial Planning at McCallum School at Bentley University.
Jeff resides on the Northshore of MA with his wife, Chrisoula, and their two children, Arianna and Aithan, where they can be found active in school activities and athletics. Jeff is also the Treasurer of My Brother’s Table, a non-profit organization on the Northshore.
The Certified Financial Planner™ (CFP®) is a designation awarded to individuals who successfully complete the CFP Board’s initial exams, then continue ongoing annual education programs to sustain their skills and certification. The focus areas include financial planning, taxes, insurance, estate planning, and retirement saving.
Group
Certification
Offices
Jeff serves as Executive Managing Director, where he supports and advises wealthy families and family offices. Jeff is an executive leader on the Advisory team focusing on the CCFO client segmentation. Leveraging his years of experience, Jeff plays an integral role in fostering Pathstone’s preferred Institutional relationships with a focus on helping retain, attract and enhance the firm’s services and capabilities in this key market. Jeff is a shareholder and sits on the Private markets Investment Committee.
Jeff began his career in 1998 at Fidelity Investments, where he worked with high-net-worth families and family offices and helped start up multiple businesses at Fidelity.
Jeff assisted in creating the Executive Services Group within Fidelity Stock Plan Services and was responsible for working with Fortune 500 Companies and their senior executives by providing guidance pertaining to their equity compensation, overall financial planning, and investment strategies.
Jeff joined Fidelity Family Office Services as vice president to create the Wealthy Family segment and serve families of significant wealth. Jeff was tasked with developing the client offering, building and supporting the client base, and establishing the strategic direction of the Wealthy Family segment.
Jeff is a Certified Financial Planner (CFP®) and earned a master’s degree in Financial Planning at McCallum School at Bentley University.
Jeff resides on the Northshore of MA with his wife, Chrisoula, and their two children, Arianna and Aithan, where they can be found active in school activities and athletics. Jeff is also the Treasurer of My Brother’s Table, a non-profit organization on the Northshore.
The Certified Financial Planner™ (CFP®) is a designation awarded to individuals who successfully complete the CFP Board’s initial exams, then continue ongoing annual education programs to sustain their skills and certification. The focus areas include financial planning, taxes, insurance, estate planning, and retirement saving.
