Allan Zachariah is a co-founder and serves as Co-Chairman of Pathstone which serves families, family offices, and endowments and foundations. He is a shareholder and a member of the firm’s Executive Leadership Team. He served as Co-CEO from the inception of Pathstone through June 2022. Allan has over 41 years of professional experience as an advisor to families of significant wealth, designing sophisticated wealth transfer strategies for family businesses and high-net-worth individuals, and is a frequent speaker on wealth transfer techniques and family office structures.

Christine Fu is a Manager of Marketing in the Los Angeles office and is responsible for the Firm’s social media strategy. In addition to her marketing responsibilities, she provides executive level support to the Co-CEO, Steve Braverman, and assists in operations for the team. She is a member of the Firm’s next generation initiative, FuturePath, and is Chair of events for this Committee.

Chris Martin is a shareholder of the firm and Director of Alternatives Research. He is responsible for managing the day-to-day due diligence and selection of alternative investment strategies and investment managers for the firm’s clients. Chris is a member of the firm’s Chief Investment Office and a voting member of the Investment Committee.

As a Managing Director and Partner in Pathstone’s Washington, D.C. office, James (Jimmy) Whalen serves as the main point of contact to many of Pathstone’s most complex $100M+ client relationships. Jimmy is responsible for advising families on a variety of wealth management issues, including liquidity event transition, investment management, trust and estate planning, income taxes, and education for the next generation. He also serves as a leader to other advisors in the D.C. office, ensuring the successful delivery of wealth advisory services to clients while managing, mentoring, and assisting junior advisors towards reaching their own professional goals. Jimmy supports the firm’s Investment Committee on long-only manager selection and assists with business development for the greater Washington, DC area and East Coast.

As a Director in the firm’s Seattle, WA office, Jesse is responsible for providing highly-customized solutions designed to improve and simplify the financial lives of the clients he serves. With more than 14 years’ experience, Jesse has led coordination and advising for clients on a range of complex solutions related to investment, estate, tax and insurance planning to help ensure families manage the impact of their wealth and assure that their financial planning strategy meets their goals and values.

Joe H. Dixon, III, a Managing Director in Pathstone’s Atlanta office, serves as the main point of contact for several clients. In partnership with others, he leads the tax services department and works to maintain processes that ensure quality tax services for clients. His focus is on tax compliance, estate planning, restructuring with family office management companies and carried interest structures, and other family office services.

As Managing Director of Investment Strategy and member of the firm’s Chief Investment Office and Investment Committee, John Workman is responsible for charting the strategic direction of Pathstone’s client investment portfolios. John’s eighteen-plus years of experience has groomed him for a hybrid role that encompasses both client and portfolio management responsibilities as well as leadership of the research team’s investment strategy efforts. He serves as the lead investment consultant for several of Pathstone’s largest clients providing highly customized asset management solutions for individuals, families, and foundations.

Kayly Gerowski is a Director at Pathstone, where she serves as an Advisory Services Lead for many of the company’s complex family office clients. She specializes in working with multigenerational high-net-worth clients, coordinating and collaborating to build the right financial plan to meet their goals and needs. In addition to her role on the Advisory Services team, Kayly is cross-trained in the Accounting & Financial Reporting department and manages the finances of several Pathstone client families. This includes overseeing daily invoice processing, quarterly financial reporting, and various duties to ensure clients’ needs are met.

Kelly Maregni is the President of Pathstone, the Modern Family Office, which serves families, family offices, and endowments and foundations. Kelly is the strategic leader and visionary of the Advisory practice, which includes Investment Advisory, Research, Tax, Accounting, Wealth Planning, and the Regional Leadership Teams. Kelly is a shareholder, a voting member of the firm’s Investment Oversight Committee, and a member of the Executive Leadership Team. Prior to her role as President, she served as the Chief Advisory Officer at Pathstone.

Ken is the Executive Managing Director of Pathstone’s three Pacific Northwest regional offices, where he serves as a local resource to his talented teammates and works to ensure that clients have access to the firm’s deep resources as the team works collaboratively to deliver meaning, impact and results. Ken also himself serves as an advisor to individuals and families in the delivery of a comprehensive and integrated array of wealth management and financial stewardship outcomes. He is a shareholder of the firm and a member of the Investment Committee.

Prior to joining Pathstone in 2020, Ken served in various roles during a 26-year career at Cornerstone Advisors, including as the Chief Executive Officer from 2010-2020.

Ryan Siegel is an Associate Director at Pathstone. Ryan serves on the Client Advisory Team for numerous high-net-worth and ultra-high-net-worth clients. He helps provide customized financial solutions to meet clients’ needs, goals, and wealth objectives. Ryan is skilled in portfolio maintenance, asset allocation, investment performance analysis, financial reporting, and plan implementation. In addition, as a member of Pathstone’s FuturePath Committee, he seeks to educate the rising generation and empower them to take an active role in their family legacy.

Sharon H Gupta is a key member of the Chief Marketing Office and Director of Marketing and Business Development at Pathstone. She oversees the Firm’s marketing efforts including brand, communications, digital, events, and PR, as well as sales strategy and prospecting. Sharon is part of the FuturePath and Impact Committees. Also, she serves as a mentor to Pathstone’s next generation of leaders and advisors through the Firm’s FuturePath initiative and co-directs the HerPath initiative.

With over 20 years of experience in the industry, Sharon is an experienced executive who specializes in High Net Worth marketing and branding.  Previously, Sharon was Vice President of Marketing and Communications at Dynasty Financial Partners, a strategic partner of The Rudin Group, and led the marketing efforts at Fortigent (Fortigent was purchased by LPL Financial in 2012).

Steve is a co-founder and serves as Co-Chairman of Pathstone, which serves families, family offices, and endowments and foundations. He is a shareholder and a voting member of the firm’s Investment Oversight Committee and serves on the firm’s Executive Leadership Team. He served as Co-CEO from the inception of Pathstone through June 2022. Steve’s professional experience extends over 25 years of working with family offices and advising families on their wealth.