Kristen Josephs is a Principal and a shareholder at Pathstone. Kristen acts as a strategic investment advisor to multigenerational families and charitable endowments.

Prior to joining Pathstone, Kristen was a Principal in the Portfolio Management Group at Hall Capital Partners LLC, an Outsourced Chief Investment Office (OCIO) which advised on $45 billion of client assets. Kristen began her career at Hall Capital in 2011 as an Analyst in the firm’s Portfolio Management practice.

Kristen graduated from Georgetown University McDonough School of Business with a Bachelor of Arts in Finance. She also earned an MBA from Columbia Business School.

Kristen enjoys spending time with family, coffee, and sunrises. The best days include all three.

 

Group

Advisory Services

– Client Advisory

Office
New York, New York

Ready to start a conversation?

SIGN UP FOR OUR MARKET UPDATE NEWSLETTER