What company does Jeffrey Scheer Cfa work for?

Jeffrey Scheer Cfa is a Executive Managing Director at Pathstone, a company specializing in Functions related to depository banking.

Where Jeffrey Scheer Cfa graduated from?

Jeffrey Scheer Cfa holds a degree in Economics from Union College.

Who is Jeffrey Scheer Cfa?

Jeffrey Scheer is an accomplished Executive Managing Director at Pathstone, specializing in wealth advisory services with a strong focus on nonresidential building construction. With a Bachelor of Arts in Economics from Union College, he has built a robust career spanning over a decade in the financial services industry. His journey began in accounts receivable at Chapman Waterproofing, transitioning through various roles at Federal Street Advisors before reaching his current leadership position. Known for his strategic thinking and dedication to client success, Jeffrey has a proven track record of providing tailored investment solutions to high-net-worth individuals and institutions. He is passionate about sustainable investing and aligning financial strategies with clients' values. Jeffrey's experience in both startup and corporate environments equips him with a unique perspective on navigating complex financial landscapes. He is committed to fostering long-term relationships and delivering exceptional service to his clients.