Welcome to Pathstone.
775+* team members.
Specialized expertise.
$170B+ in aggregate assets.**

CHOOSE THE SITE EXPERIENCE MOST RELEVANT TO YOU:

Individuals & Families

An individual or family navigating the complexity of significant, multigenerational wealth and seeking a trusted partner for stewardship, strategy, and legacy.

Family Offices

A privately held company managing the financial, legal, and personal affairs of a wealthy family, providing tailored support with discretion and foresight.

Institutions

A mission-driven foundation, endowment, or organization seeking strategic financial oversight, governance support, and long term impact.

Chris Brugger is an Associate Director and shareholder on the Public Equities team at Pathstone, based in the Philadelphia Metro Area Office.

Prior to Pathstone, Chris was Deputy Head of Public Markets Research at Veritable. In addition to sourcing and conducting due diligence on equity managers, he also led projects focused on ESG strategies as well as private credit strategies.

Chris earned a Bachelor of Science degree in Business Administration with a concentration in Finance from Drexel University. He also holds the Chartered Financial Analyst® designation from the CFA Institute and is a member of CFA Society Philadelphia.

A Chartered Financial Analyst (CFA®) is a professional designation given to investment professionals who have successfully completed the requirements set by the globally recognized CFA Institute. Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management, and security analysis.

GROUPS

Advisory Services

Investment Research


Media Inquiry

We appreciate your interest in Pathstone. If you’re a journalist, producer, or media representative looking to contact our team, please complete the form below and we will connect you with the right spokesperson.

Contact detail:

General Inquiry

Have a question for our team? We’re happy to help.

Contact detail: