Please join us for an in-depth discussion on getting comfortable with Private Investing, moderated by Pathstone Managing Director, Sue Peterson. Hear from Pathstone’s Elena Vasilescu, Vivien Johnson and AJ Levine as they tackle the common questions about Private Investments

Attendees will become knowledgeable about:
What is Private Investing?
Why have Private Investments?
What should I know that I don’t know about Private Investing?
Is it for me?

Pathstone’s HerPath initiative is dedicated to advancing women’s financial knowledge, empowering them to be better informed and equipped to make financial decisions with confidence.

If you cannot attend but would like to view the recording, please register and you will receive the follow-up communication.

Pathstone University & HerPath Present, Profiles and Pathways: How to Get What You Want in Your Career.

Pathstone Director, Sharon Gupta and panelists Pathstone Managing Director, Susan Wittliff, Associate, Karis Moran, and special guest Mark Tibergien take our colleagues on a journey of empowerment and self-discovery and answer questions about finding your #careerpath and how to navigate the next steps in your career.

The year of 2020 severely stretched our emotional, professional, and personal boundaries. It revealed our exposure to uncertainty, inequity, and risks in an unprecedented way. For many, it felt like our world was frozen at a standstill. Control over careers, relationships, emotions, and structure was lost; control over various facets of life that were so easy to take for granted were stripped from us. 

But, instead of shying away, many decided it was an opportunity to be courageous by seeking new ways to grow. We had the honor of hosting three such women at our May 2021 HerPath webinar, and we hope they inspire you as they have inspired us. Amy McKenna, Angela Dunleavy, and Aiko Bethea joined us to discuss how vulnerability, transparency, and confronting your past all tie into the topic of courage. In one hour, they articulately break down the valuable principles they’ve learned in the last year. With the insights they have gained, they remind us “to focus on what is important,” “to keep going and check our surroundings,” and “to value who we are because we are, without a doubt, our best 

Understanding your money story is the key to your financial future. It contains every thought, word, action, and habit you have ever used or created around money. To help our clients better understand how their money story directly affects their current and future financial trajectory, Pathstone and HerPath conducted a webinar uniting female powerhouses Ella Chase Hyland, Co-Founder of Wellth Works, Arden O’Connor, Founder of O’Connor Professional Group, Dr. Jamie Traeger-Muney, Founder of the Wealth Legacy Group, and our very own General Counsel and Chief Compliance Officer of Pathstone, Lisandra Wilmott. Together, these women explored how your money stories from childhood, life transitions, and your own expectations determine your relationship to money and wealth. During this discussion, each woman shared how she is using her own experiences, and the wisdom gained to help clients in their journey of owning, evaluating, and rewriting their money story based on their values and purpose. The wealth of wisdom shared amongst these women provided five key takeaways. Each lends itself to the specific aspect of uncovering and rewriting any money story.

Click here to watch the webinar.

On January 29, 2019, HerPath held a learning session designed to be an opportunity to “release your inner woman” and explore various approaches to investing with women in mind. Through an interactive conversation with our featured speaker Geeta Aiyer, President & Founder of Boston Common Asset Management, the group delved into what gender lens investing means, how this space has evolved over time, and how implementing a gender lens can change investment outcomes. Geeta shared personal stories from her years of experience focusing on this topic as an investor, as well as her perspective as a woman.

What is an ‘asset class’?” “So I’ve got an investment portfolio, but what does that mean and what questions should I be asking my advisor?” “What other investment strategies exist that I have not yet explored?” HerPath hosted an interactive learning session on November 13, 2018, designed to help participants enhance their investment knowledge, become more comfortable with investment jargon, and to better understand investment performance reports.