Milt M. BestDirector and Chief Compliance Officer California
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, as well as for 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.