Mr. Best joined Pathway in 2000 and is a director in the California office. As Pathway’s chief compliance officer, he is responsible for ensuring that the firm conducts its business in compliance with all federal, state, and international laws, rules, and regulations, and with all contractual requirements. He also ensures that the firm maintains the highest level of professional and ethical standards with regard to risk management, anti–money laundering, disaster recovery, books and records, conflicts of interest, personal trading, and code of ethics. Mr. Best is also responsible for overseeing the firm’s monitoring and reporting processes, which includes managing the firm’s investment analysts, as well as automating and improving Pathway’s information and reporting systems.
Prior to joining Pathway, Mr. Best worked for the Bank of New York. During his tenure, he was responsible for managing the West Coast Investment Consulting Group, focusing on the bank’s institutional client base. Consulting services included risk analysis, asset allocation, performance measurement, investment policy monitoring and compliance, and investment accounting. Prior to joining the Bank of New York in 1995, Mr. Best managed a performance-measurement team that serviced institutional clients at Bank of America. Additional responsibilities included developing investment models to analyze the strategies used by the bank’s International Investment Management Group. Mr. Best received a BS in industrial engineering from the University of Washington and an MBA from Pepperdine University. In 2010, Mr. Best was a member of the CFA Institute’s Private Equity Working Group, in which he worked with industry professionals to rewrite the Global Investment Performance Standards (“GIPS”). He is a CFA charterholder.
Mr. Bland is a vice president in the California office who rejoined Pathway in 2014 as a senior investment analyst after having worked at Pathway from 2011 to 2013. His responsibilities include investment analysis, due diligence, investment monitoring, performance analysis, client reporting, and client servicing. Prior to joining Pathway, Mr. Bland worked at Collins/Bay Island Securities, a boutique investment management research firm. He received a BA in business economics from the University of California, Irvine.
Mr. Branka joined Pathway in 2015 and is a senior vice president in the Rhode Island office. He is responsible for client servicing and business development in the United States.
Prior to joining Pathway, Mr. Branka worked at Fidelity Investments in various roles for more than 23 years. Most recently he served in Fidelity’s institutional investment entity, Pyramis Global Advisors. In that role, Mr. Branka covered clients, prospects, and consultants in the institutional marketplace, with a focus on public pension plans in the eastern half of the United States and Texas. He received a BA in political science from Xavier University and holds Financial Industry Regulatory Authority (FINRA) Series 6, 7, and 63 licenses.
Mr. Brescia joined Pathway in 2016 and is a senior vice president in the Rhode Island office. He is responsible for client servicing and business development in the United States.
Prior to joining Pathway, Mr. Brescia worked at GW&K Investment Management and Loomis Sayles & Co., LP, in institutional business development. In those roles Mr. Brescia worked with clients, prospects, and consultants in the institutional marketplace. He received a BS in international business and marketing from New York University’s Leonard N. Stern School of Business and an MBA from Babson College. He holds Financial Industry Regulatory Authority (FINRA) Series 7 and 63 licenses.
Mr. Buress joined Pathway in 2012 and is a vice president in the Rhode Island office. His responsibilities include investment analysis, due diligence, investment monitoring, performance analysis, client reporting, and client servicing. He received a BS in business management, with concentrations in finance and quantitative methods, from Babson College.
Mr. Casbolt joined Pathway in 2002 and is a managing director in the London office. He is responsible for screening, analyzing, and conducting due diligence on private market investment opportunities; negotiating and reviewing investment vehicle documents; and client servicing. Mr. Casbolt is a member of Pathway’s Investment Committee and serves on the advisory boards of several private market partnerships.
Mr. Casbolt previously worked for NM Rothschild, sourcing and executing mergers and acquisitions and capital markets transactions. Mr. Casbolt received a BA in modern languages (first class) from the University of Manchester and an MBA from Cass Business School at the City University London.