Pathway is pleased to announce that Jason Jenkins and Matt Lugar have been promoted to Director. These promotions bring the total number of owners of Pathway to 19.
Jason joined Pathway in 2004 and is a director in the California office. Prior to joining Pathway, Mr. Jenkins worked as a transitions associate at State Street IMS. Mr. Jenkins received a BS in finance, summa cum laude, from Northern Arizona University and an MBA, with a concentration in finance, from California Polytechnic University. Mr. Jenkins is a CFA charterholder and a member of the CFA Society of Los Angeles, Inc.
Matt joined Pathway in 2002 and is a director in the Rhode Island office. He previously worked for two years as an analyst with Allied Financial Services, a boutique investment consulting firm. Mr. Lugar received a BA in business administration from Azusa Pacific University and an MBA from the Paul Merage School of Business, at the University of California, Irvine.
Pathway is also pleased to announce that Jerry Branka has joined the Rhode Island office as a Vice President. Mr. Branka will be 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.