Based in Pathstone’s Washington, D.C. office, Lalitha Gollapally serves as an Associate Director advising ultra-high-net-worth families on investment strategy, portfolio construction, and holistic financial planning. She works closely with clients and internal teams to develop and maintain complex, customized reporting frameworks, helping ensure alignment and integration across investment, tax, and estate planning objectives.

Lalitha began her career at Pathstone in 2021 as an Associate and has been instrumental in advancing the firm’s delivery of cohesive, data-driven family office solutions. In addition to her client responsibilities, she is passionate about mentoring junior professionals and supporting their continued development within the firm.

Lalitha is a Chartered Financial Analyst (CFA) charterholder and earned her Bachelor of Science in Finance from American University’s Kogod School of Business.

Outside of work, Lalitha enjoys playing tennis and exploring a range of creative pursuits, including design and photography.

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.

Pathstone acts solely in its capacity as a registered investment adviser and does not provide any legal advice. Though Pathstone can provide accounting and tax services, the client should seek the counsel of a qualified accountant and/or attorney when necessary. Pathstone may assist clients with tax harvesting and will work with a client’s tax specialist to answer any questions related to the client’s portfolio account.