Profil
Ms. Justine N.
DeCoste, CFA, is a Director & Shareholder at Pathstone Family Office LLC.
She has over a decade of investment experience and leads sourcing and diligence for new investment opportunities, as well as ongoing investment management across asset classes, with a particular focus on public equities and venture capital/growth equity.
In addition, Ms. DeCoste plays an integral role in investment strategy, providing market and economic analysis, strategic and tactical asset allocation guidance, and portfolio management direction.
Ms. DeCoste joins Pathstone from Crestone Capital, where she spearheaded all aspects of Crestone’s ESG/impact strategy and investment portfolio.
She designed and launched Crestone’s access vehicle series dedicated to private capital impact and serves as co-portfolio manager on the strategy, focusing on climate sustainability, health & wellness, and opportunity and inclusion themes.
Prior to Crestone, Ms. DeCoste was a Senior Analyst at Pathstone Federal Street in Boston, Massachusetts.
Ms. DeCoste received her Bachelor of Arts in economics, with a minor in international affairs, from Boston College.
She is a CFA charterholder.
Aktive Positionen von Justine DeCoste
| Unternehmen | Position | Beginn |
|---|---|---|
Pathstone Family Office LLC
Pathstone Family Office LLC Investment ManagersFinance Pathstone seeks to help clients create, manage and preserve wealth across generations. The firm integrates smart innovative programs with its traditional family office services to provide solutions that withstand the test of time. | Analyst-Equity | 01.04.2024 |
Ehemalige bekannte Positionen von Justine DeCoste
| Unternehmen | Position | Ende |
|---|---|---|
Crestone Asset Management LLC
Crestone Asset Management LLC Investment ManagersFinance Crestone uses a rigorous, time-proven, cycle-tested process for creating customized IPS, strategically constructing portfolios, and selecting investment managers to enhance risk-adjusted returns. The firm’s strategy centers on tactical, valuation-informed portfolio management in an attempt to reduce risk and increase return. Their investment research team takes an active approach to balancing investments broadly across both efficient and inefficient markets in order to provide non-correlated returns, resulting in what they believe will be true diversification and lower risk. | Direktor der Forschung - Eigenkapital | 01.04.2024 |
Federal Street Advisors, Inc.
Federal Street Advisors, Inc. Investment ManagersFinance Federal Street Advisors'' investment approach is based on fundamental analysis and includes elements of modern portfolio theory. They determine a rate of return objective and an appropriate risk tolerance for each client. Then they develop an asset allocation, and funds or managers within each asset class, they believe will produce the desired return without exceeding the client’s risk tolerance over the long-term (15 years or more). Federal Street Advisors'' generally recommends that clients invest through separate account managers who manage investments in individual stocks or fixed-income securities; mutual funds including ETFs that invest primarily in such stocks or securities; and/or other pooled funds, including hedge funds and private equity funds. These managers and funds, in turn, invest in individual stocks, debt securities, or other investments. In some cases, the firm also recommend that a client invest in a hedge fund-of-funds sponsored and managed by an affiliate. | Analyst-Equity | 04.01.2016 |
Pathstone Family Office LLC
Pathstone Family Office LLC Investment ManagersFinance Pathstone seeks to help clients create, manage and preserve wealth across generations. The firm integrates smart innovative programs with its traditional family office services to provide solutions that withstand the test of time. | Analyst-Equity | - |
Ausbildung von Justine DeCoste
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
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Herr
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Unternehmensverbindungen
| Private Unternehmen | 4 |
|---|---|
Pathstone Family Office LLC
Pathstone Family Office LLC Investment ManagersFinance Pathstone seeks to help clients create, manage and preserve wealth across generations. The firm integrates smart innovative programs with its traditional family office services to provide solutions that withstand the test of time. | Finance |
Boston College
Boston College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Federal Street Advisors, Inc.
Federal Street Advisors, Inc. Investment ManagersFinance Federal Street Advisors'' investment approach is based on fundamental analysis and includes elements of modern portfolio theory. They determine a rate of return objective and an appropriate risk tolerance for each client. Then they develop an asset allocation, and funds or managers within each asset class, they believe will produce the desired return without exceeding the client’s risk tolerance over the long-term (15 years or more). Federal Street Advisors'' generally recommends that clients invest through separate account managers who manage investments in individual stocks or fixed-income securities; mutual funds including ETFs that invest primarily in such stocks or securities; and/or other pooled funds, including hedge funds and private equity funds. These managers and funds, in turn, invest in individual stocks, debt securities, or other investments. In some cases, the firm also recommend that a client invest in a hedge fund-of-funds sponsored and managed by an affiliate. | Finance |
Crestone Asset Management LLC
Crestone Asset Management LLC Investment ManagersFinance Crestone uses a rigorous, time-proven, cycle-tested process for creating customized IPS, strategically constructing portfolios, and selecting investment managers to enhance risk-adjusted returns. The firm’s strategy centers on tactical, valuation-informed portfolio management in an attempt to reduce risk and increase return. Their investment research team takes an active approach to balancing investments broadly across both efficient and inefficient markets in order to provide non-correlated returns, resulting in what they believe will be true diversification and lower risk. | Finance |
















