Joseph William Pach

Current Employers

Employment History

• 09/2001 → 06/2021
  Mellon Capital Management
  San Francisco, CA
• 07/2021 → Present
  Corcovado Investment Advisors, Llc
  San Francisco, CA

Other Businesses

Other Business Name: Corcovado Investment Advisors, LLC Is the Business Investment Related?: Yes Nature of the Business: Expert witness and litigation consulting services involving investment management, securities trading, derivatives, foreign exchange, portfolio management, portfolio risk, asset allocation, investment damages, and related financial matters. These services are separate from the firm's investment advisory services and do not involve providing personalized investment advice to litigation consulting clients. Position/Title/Relationship with the Business: Managing Member, Principal Owner, Expert Witness and Litigation Consultant Approximate Number of Hours per Month Devoted to the Business: 1 Number of Hours Devoted During Securities Trading Hours: 0 Brief Description of Duties: Provide independent expert analysis, consulting, reports, opinions, and testimony for attorneys and other professional clients concerning investment management, securities trading, derivatives, foreign exchange, portfolio risk, asset allocation, investment damages, and related financial issues.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-09-13