Sam Keim

Investment Research Analyst

Role
Analyst at Pathstone
Location
Boston, MA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Sam Keim

Investment Research Analyst at Pathstone, specializing in manager research across global public equity markets. I lead due diligence efforts, evaluate investment strategies, and support client teams with market insights, portfolio analysis, and asset allocation guidance. Graduate of the University of Georgia’s Terry College of Business with a BBA in Economics.

Experience

  1. Analyst

    Pathstone

    Jul 2024 — Present · Boston, MA, US

    Pathstone serves individuals and families of significant or multigenerational wealth, family offices, and institutions. Our trusted advisors strive to bring breadth and depth of expertise on the dimensions that matter for our clients—based on the unique life they want to build. Pathstone offers investment and wealth advisory, trust and estate planning, tax, bill pay, and many aspects of lifestyle management—delivered in-house and integrated into a single client experience.

Education

  • University of Georgia - Terry College of Business

    Economics, BBA

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Sam Keim — Analyst at Pathstone in Boston, MA, US | Unifers