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David Charles Kahn
Membre du Comité d'Investissement chez
Pathstone Family Office LLC
Profil
Mr. David C.
Kahn is an Executive Managing Director at Pathstone Family Office LLC.
Mr. Kahn is responsible for spearheading the management of key client relationships in the region.
He has over 25 years of advisory experience.
He advises ultra-high net worth individuals and families, as well as endowments and foundations, on a full array of wealth management solutions, including investment policy development, asset allocation, portfolio construction, risk management, and tax and estate planning.
Mr. Kahn is also a member of firm’s Investment Committee, which is responsible for charting the strategic direction of all client investment portfolios.
Prior to joining Pathstone Family Office in 2016, Mr. Kahn spent seven years in similar capacities, as Managing Director at Convergent Wealth Advisors.
His career in wealth management also includes four years as a Private Client Advisor with Wilmington Trust Company and ten years as Portfolio Manager with Roxbury Capital Management, including acting as a co-lead portfolio manager for large cap growth equities strategies representing over $2 billion in client assets.
He began his career in New York as a senior investment management consultant, working with clients on asset allocation, manager selection, and performance reporting.
Mr. Kahn received his Bachelor of Arts degree in Economics from Bucknell University and his Master’s degree in Business Administration in Finance from New York University.
Postes actifs de David Charles Kahn
| Sociétés | Poste | Début |
|---|---|---|
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. | Membre du Comité d'Investissement | 01/01/2016 |
Anciens postes connus de David Charles Kahn
| Sociétés | Poste | Fin |
|---|---|---|
Convergent Wealth Advisors LLC
 Convergent Wealth Advisors LLC Investment ManagersFinance Convergent Wealth Advisors' investment philosophy focuses on strategic asset allocation and diversification and unbiased, open architecture investing. The firm employs quantitative and qualitative analysis in their selection of investment managers. In addition to traditional investments, Convergent offers access to alternative investments including private equity and real estate. The firm assists clients in determining their investment needs and objectives, as well as risk tolerance, through the use of an asset optimization model for asset allocation and research on investments and investment managers. After the client’s asset classes have been determined, Convergent's advisory team recommends managers and/or products that have been evaluated by the Investment Strategy Group (ISG), Convergent’s research group. The recommended strategies are based on the client’s goals, investment objectives, risk tolerance, and cash flow needs, which are documented in an Investment Policy Statement and reviewed periodically. Convergent implements the allocation into appropriate mutual funds, ETFs, private investment funds (including private equity funds), and/or investment managers within each asset class that meet the client’s individual requirements. Convergent does not recommend individual company stocks and bonds. | Membre du Comité d'Investissement | 01/01/2016 |
Wilmington Trust Corp.
 Wilmington Trust Corp. Major BanksFinance Operates as a bank holding company whose subsidiary provides banking services | Corporate Officer/Principal | 31/08/2009 |
Roxbury Capital Management LLC
 Roxbury Capital Management LLC Investment ManagersFinance Roxbury Capital Management offers a variety of value-added equity strategies across all market-caps. The firm's Core Equity strategy seeks long-term capital appreciation and moderate income. They invest in high quality, mostly dividend paying stocks. Roxbury employs a bottom-up approach that seeks to identify stocks with above-average earnings growth, strong financial strength, experienced and shareholder-friendly management teams, dominant business models, pricing power, the ability to prosper in a variety of markets, significant free cash flows, competitive advantages and attractive valuations. The strategy emphasizes large-cap stocks, but may also target mid-cap sticks. The portfolio typically consists of 40 to 60 stocks. The firm's Focus strategy seeks long-term capital appreciation by investing in a concentrated portfolio of quality, sustainable growth companies. The firm employs a bottom-up approach to identify stocks with above-average earnings growth, strong financial strength, dominant business models, pricing power, significant free cash flows, attractive risk/reward characteristics and the ability to prosper in a variety of market environments. Companies must have a competitive advantage that will allow it to grow returns on capital relative to the cost of capital. The portfolio typically consists of 15 to 20 stocks. Position sizes average 5%, although that weighting may vary depending on a stock's risk-reward characteristics. Roxbury's Health Sciences strategy is a non-diversified product that focuses on healthcare investments including biotechnology, medical devices, pharmaceutical and professional health services companies. They employ a bottom-up approach to identify stocks with above-average earnings and dividend growth, strong financial strength, dominant business models, pricing power, significant free cash flows and attractive risk/reward characteristics. Companies must have a competitive advantage that will allow it to grow returns on capital. Roxbury will sell a position if the risk/reward characteristics of a stock turn negative, company fundamentals deteriorate, a more attractive investment idea is identified or the stock achieves their price target. The portfolio typically consists of 20 to 40 stocks. The firm's Quantitative Strategies Group manages a series of hedge funds designed to provide above-average returns with lower volatility. The funds may short stocks and/or utilize leverage. Roxbury's Mid-Cap Value strategy seeks to combine the stability and lower volatility of investing in high quality, dividend-paying equities with the potential for capital appreciation. The firm analyzes a broad universe of mid-cap companies, evaluating companies' financial strength, earnings predictability, cash flow and valuations. Companies are typically sold when they become overvalued, more attractive investments are identified, the dividend is reduced/eliminated or if fundamentals weaken. The typically portfolio holds 35 to 60 stocks with market-caps averaging below $10 billion. Individual positions are limited to 5% of the portfolio at cost. Roxbury's Small-Cap Growth strategy seeks long-term capital appreciation by investing in stocks with market-caps below $2 billion that have strong growth characteristics and attractive pricing relative to underlying profitability. The process begins by screening a universe of stocks with future expected earnings growth of greater than 15%. The firm then performs fundamental analysis to identify companies with growing revenues, stable or expanding margins, emerging industry leadership positions, low debt levels, solid cash flows and high or potentially high returns on capital. Further research is performed to identify companies with dominant competitive positions, positive business and market trends and strong management teams. Companies become a purchase candidate only if the firm believes there is a catalyst in place to provide for at least 15% stock price appreciation over the next 12 months. The Small-Cap Growth strategy typically holds 60 to 90 stocks. Individual stock positions are limited to a maximum of 5% and sector concentrations can't be more than 15% different than the weightings in the Russell 2000 Growth Index. The firm's Small/Mid-Cap strategy seeks long-term capital appreciation by investing in high quality small- to mid-cap companies with sustainable growth that are trading at attractive valuations. Roxbury looks for companies with favorable competitive positions, strong financials and a commitment to enhancing shareholder value. Companies typically have seasoned operations that can continue to grow in a variety of market environments and are run by experienced management teams. Companies should also have proprietary technologies, free cash flow generation, low cost production and high barriers to entry. Roxbury looks for stocks capable of growing earnings on a sustainable basis of 15% or more annually. The investment process is designed to produce a portfolio of relatively predictable companies with above average growth rates, strong financial strength and high returns on equity. The portfolio typically consists of 35 to 60 stocks with position sizes ranging from 1% to 5% at cost. Roxbury's Strategic Growth strategy seeks to grow client capital by investing in durable large-cap franchises with the potential to grow excess returns on capital that are trading at a significant discount to their estimate of the company's true value. They employ a bottom-up approach that seeks to identify growth companies with sustainable competitive advantages and opportunities to grow and reinvest capital at high rates of return. Roxbury looks for companies with attractive unit growth opportunities, strong pricing power, dominant or rapidly growing market shares, sustainable or expanding profit margins, well-capitalized balance sheets and consistent excess free cash flows. The portfolio typically consists of 30 to 50 stocks. Position sizes range from 1% to 5% at cost. | Analyst-Equity | 31/12/2005 |
Formation de David Charles Kahn
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
63
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Wilmington Trust Corp.
Wilmington Trust Corp. Major BanksFinance Operates as a bank holding company whose subsidiary provides banking services | Finance |
Roxbury Capital Management LLC
Roxbury Capital Management LLC Investment ManagersFinance Roxbury Capital Management offers a variety of value-added equity strategies across all market-caps. The firm's Core Equity strategy seeks long-term capital appreciation and moderate income. They invest in high quality, mostly dividend paying stocks. Roxbury employs a bottom-up approach that seeks to identify stocks with above-average earnings growth, strong financial strength, experienced and shareholder-friendly management teams, dominant business models, pricing power, the ability to prosper in a variety of markets, significant free cash flows, competitive advantages and attractive valuations. The strategy emphasizes large-cap stocks, but may also target mid-cap sticks. The portfolio typically consists of 40 to 60 stocks. The firm's Focus strategy seeks long-term capital appreciation by investing in a concentrated portfolio of quality, sustainable growth companies. The firm employs a bottom-up approach to identify stocks with above-average earnings growth, strong financial strength, dominant business models, pricing power, significant free cash flows, attractive risk/reward characteristics and the ability to prosper in a variety of market environments. Companies must have a competitive advantage that will allow it to grow returns on capital relative to the cost of capital. The portfolio typically consists of 15 to 20 stocks. Position sizes average 5%, although that weighting may vary depending on a stock's risk-reward characteristics. Roxbury's Health Sciences strategy is a non-diversified product that focuses on healthcare investments including biotechnology, medical devices, pharmaceutical and professional health services companies. They employ a bottom-up approach to identify stocks with above-average earnings and dividend growth, strong financial strength, dominant business models, pricing power, significant free cash flows and attractive risk/reward characteristics. Companies must have a competitive advantage that will allow it to grow returns on capital. Roxbury will sell a position if the risk/reward characteristics of a stock turn negative, company fundamentals deteriorate, a more attractive investment idea is identified or the stock achieves their price target. The portfolio typically consists of 20 to 40 stocks. The firm's Quantitative Strategies Group manages a series of hedge funds designed to provide above-average returns with lower volatility. The funds may short stocks and/or utilize leverage. Roxbury's Mid-Cap Value strategy seeks to combine the stability and lower volatility of investing in high quality, dividend-paying equities with the potential for capital appreciation. The firm analyzes a broad universe of mid-cap companies, evaluating companies' financial strength, earnings predictability, cash flow and valuations. Companies are typically sold when they become overvalued, more attractive investments are identified, the dividend is reduced/eliminated or if fundamentals weaken. The typically portfolio holds 35 to 60 stocks with market-caps averaging below $10 billion. Individual positions are limited to 5% of the portfolio at cost. Roxbury's Small-Cap Growth strategy seeks long-term capital appreciation by investing in stocks with market-caps below $2 billion that have strong growth characteristics and attractive pricing relative to underlying profitability. The process begins by screening a universe of stocks with future expected earnings growth of greater than 15%. The firm then performs fundamental analysis to identify companies with growing revenues, stable or expanding margins, emerging industry leadership positions, low debt levels, solid cash flows and high or potentially high returns on capital. Further research is performed to identify companies with dominant competitive positions, positive business and market trends and strong management teams. Companies become a purchase candidate only if the firm believes there is a catalyst in place to provide for at least 15% stock price appreciation over the next 12 months. The Small-Cap Growth strategy typically holds 60 to 90 stocks. Individual stock positions are limited to a maximum of 5% and sector concentrations can't be more than 15% different than the weightings in the Russell 2000 Growth Index. The firm's Small/Mid-Cap strategy seeks long-term capital appreciation by investing in high quality small- to mid-cap companies with sustainable growth that are trading at attractive valuations. Roxbury looks for companies with favorable competitive positions, strong financials and a commitment to enhancing shareholder value. Companies typically have seasoned operations that can continue to grow in a variety of market environments and are run by experienced management teams. Companies should also have proprietary technologies, free cash flow generation, low cost production and high barriers to entry. Roxbury looks for stocks capable of growing earnings on a sustainable basis of 15% or more annually. The investment process is designed to produce a portfolio of relatively predictable companies with above average growth rates, strong financial strength and high returns on equity. The portfolio typically consists of 35 to 60 stocks with position sizes ranging from 1% to 5% at cost. Roxbury's Strategic Growth strategy seeks to grow client capital by investing in durable large-cap franchises with the potential to grow excess returns on capital that are trading at a significant discount to their estimate of the company's true value. They employ a bottom-up approach that seeks to identify growth companies with sustainable competitive advantages and opportunities to grow and reinvest capital at high rates of return. Roxbury looks for companies with attractive unit growth opportunities, strong pricing power, dominant or rapidly growing market shares, sustainable or expanding profit margins, well-capitalized balance sheets and consistent excess free cash flows. The portfolio typically consists of 30 to 50 stocks. Position sizes range from 1% to 5% at cost. | Finance |
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 |
Bucknell University
 Bucknell University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
New York University
 New York University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Convergent Wealth Advisors LLC
Convergent Wealth Advisors LLC Investment ManagersFinance Convergent Wealth Advisors' investment philosophy focuses on strategic asset allocation and diversification and unbiased, open architecture investing. The firm employs quantitative and qualitative analysis in their selection of investment managers. In addition to traditional investments, Convergent offers access to alternative investments including private equity and real estate. The firm assists clients in determining their investment needs and objectives, as well as risk tolerance, through the use of an asset optimization model for asset allocation and research on investments and investment managers. After the client’s asset classes have been determined, Convergent's advisory team recommends managers and/or products that have been evaluated by the Investment Strategy Group (ISG), Convergent’s research group. The recommended strategies are based on the client’s goals, investment objectives, risk tolerance, and cash flow needs, which are documented in an Investment Policy Statement and reviewed periodically. Convergent implements the allocation into appropriate mutual funds, ETFs, private investment funds (including private equity funds), and/or investment managers within each asset class that meet the client’s individual requirements. Convergent does not recommend individual company stocks and bonds. | Finance |
