Karen J. JakobiSenior Managing Director California
Ms. Jakobi is a senior managing director and cofounder of Pathway whose private market experience dates back to 1991. She is also co–chief investment officer. Based in Pathway’s California office, Ms. Jakobi is involved in all aspects of Pathway’s investment and client-servicing activities, with particular emphasis on the oversight and direction of Pathway’s New Investment Department, which is responsible for screening, analyzing, negotiating, conducting due diligence on, and completing private market investments for Pathway’s clients. Ms. Jakobi chairs Pathway’s Investment Committee. Ms. Jakobi is also a member of the firm’s Management Committee and Portfolio Construction Committee.
Before cofounding Pathway, Ms. Jakobi was the assistant treasurer at Wilshire Associates Inc. Joining that firm in 1984, she was responsible for all financial reporting to management and regulatory agencies. Ms. Jakobi currently serves on the advisory boards and valuation committees of several private market investment limited partnerships. She received a BS in accounting from the University of Dayton and an MBA from Loyola Marymount University.