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Francois M. Schramek CFA

Director

Francois Schramek is a Director based in Los Angeles, CA. He serves as an advisor to a number of Pathstone’s ultra-high net worth and high net worth clients. He is responsible for directly servicing some of the firm’s more complex family office client relationships and advises on their asset allocation, portfolio construction, and wealth plan implementation. 

In addition to managing client portfolios, Francois works closely with business managers, attorneys, and bankers to develop and implement tax and estate planning strategies. Aside from his client service responsibilities, Francois is proactively involved with the firm’s business development team and participates in industry events.

Prior to Pathstone, Francois was an Investment Management Associate at Convergent Wealth Advisors, where he served ultra-high net worth clients in a similar capacity. Francois was also a Senior Associate at Los Angeles-based clean-tech company, Verengo Solar, where he was primarily responsible for corporate finance and business development. Prior to that, he worked in the Investment Banking Divisions of Merrill Lynch and Morgan Stanley, providing financial advice and investment banking services to clients in Europe, Asia, and the Americas.

Francois earned a Bachelor of Science degree in Finance and Asset Management from the European Business School in Germany and an MBA from University of Southern California's Marshall School of Business. He additionally passed the Financial Industry Regulatory Authority (FINRA) Series 65 exam, holds the Chartered Financial Analyst® designation, and is an active member of the CFA Institute and Los Angeles World Council.

Originally from Europe, Francois speaks English, French, and German and enjoys piloting planes and travelling to exotic destinations around the world. He also participates in Pathstone’s Community Service Initiative.