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.

Newsroom

Welcome to our newsroom—where the story of Pathstone is told by the world around us. Here you’ll find press releases, recognitions, podcasts, and media mentions that provide perspectives on our enduring commitment to best serve our clients.

February 1, 2026

Matt Fleissig on Family Office Concerns in Family Wealth Report

Pathstone’s CEO shares his take on 2026 family office priorities.

References to media appearances or citations in third-party publications are provided for informational and educational purposes only. Such appearances or citations do not constitute an endorsement, testimonial, or recommendation of Pathstone or its Investment Adviser Representatives/professionals by the referenced media outlets, nor do they reflect the views or opinions of those publications.

Disclosures for awards can be found by selecting the award in the listings below.

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February 13, 2026

Pathstone Named to 2026 RIA Edge 100

Annual list spotlights registered investment advisory firms “demonstrating intentional expansion through operational excellence and talent investment” rather than market gains alone.

February 11, 2026

Jim Coutré on Navigating Family Conflict

Jim Coutré, Managing Director for Pathstone’s Wealth Planning Group, shares guidance to
help families address conflict with intention and long-term clarity.

February 3, 2026

Matt Fleissig on Investment News In the NASDAQ

Pathstone’s CEO weighs in on the next phase of the wealth management cycle

January 30, 2026

Michael McGowan on Kevin Warsh in Benzinga

Our head of investment strategy shares his views on recent Fed actions and the possible effects on broader market trends.

January 28, 2026

Michael McGowan Cited in Fortune

Pathstone’s strategist emphasizes long-term implications of Fed actions.

January 13, 2026

Michael McGowan Appears on CNBC Squawk Box Europe

Pathstone’s strategist discusses his 2026 outlook and how a steadier economy may support the banking sector.

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.

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General Inquiry

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