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    May 15, 2025

    Pathstone Earns Major Honors at Family Wealth Report Awards for Leadership, Innovation and Excellence

    Family Wealth Report

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    Third party rankings and recognition from ratings services are no guarantee of future investment success. Working with a highly rated adviser does not ensure that a client or prospective client will experience a higher level of performance or results. Ratings should not be considered an endorsement for the adviser by any client nor are they representative of any one client’s evaluation. Unless expressly indicated to the contrary, Pathstone did not pay a fee to participate or be included in any such ranking. Please click on the individual award post for full disclosure of the criteria for rankings.

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  • Text graphic reading Chief Growth Officer Eddie Brown featured on "The Disruptors" Podcast

    April 30, 2025

    Eddie Brown on The Disruptors Podcast

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  • Pathstone’s Vivien Johnson (Winter Park, Florida), Jeff Scheer (Boston, Massachusetts), James Whalen (Potomac, Maryland), and Wes Yamamoto (Newtown Square, Pennsylvania) named 2025 Forbes Best-in-State Wealth Advisors

    April 16, 2025

    Pathstone’s Vivien Johnson, Jeff Scheer, James Whalen, and Wes Yamamoto Named Forbes Best-in-State Wealth Advisors

    Forbes

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  • Pathstone and Family Wealth Report Awards 2025 logos with text announcing Pathstone as a finalist in the Multi-Family Office category ($15 billion AuM/AuA and above)

    April 15, 2025

    Pathstone Named A Multi-Family Office Finalist in the 2025 Family Wealth Report Awards

    Family Wealth Report

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  • Headshots of Pathstone’s Justine DeCoste and Hannah Kanstroom with text announcing their selection as Rising Star finalists in the 2025 Family Wealth Report Awards

    April 15, 2025

    Pathstone’s Justine DeCoste and Hannah Kanstroom Named Rising Star Finalists in the 2025 Family Wealth Report Awards

    Family Wealth Report

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  • CNBC Inside Wealth Features Pathstone CEO Matt Fleissig

    April 11, 2025

    Matt Fleissig Featured in CNBC’s Inside Wealth

    CNBC

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  • March 24, 2025

    Pathstone Executive Managing Directors Named to Barron’s Top 1200 Financial Advisors Rankings for 2024

    Barron's

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  • March 21, 2025

    Forbes Features Matt Fleissig on Redefining Wealth Management for the Ultra-High Net Worth

    Forbes

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  • Matt-Fleissig-Featured-on-Private-Capital-Podcast-website

    February 27, 2025

    Pathstone CEO Matt Fleissig Featured on The Private Capital Podcast

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  • February 18, 2025

    Matt Fleissig Talks Growth in Citywire Article

    Citywire RIA

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  • January 8, 2025

    Matt Fleissig Featured on “Adapting to Change” Episode of The Greatness Machine Podcast

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  • November 25, 2024

    Pathstone Ranks #4 on Denver Business Journal’s “Denver-Area Wealth Management Firms” List

    Denver Business Journal

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  • November 13, 2024

    Pathstone Appoints Eddie Brown as Chief Growth Officer, Tapping Former Schwab Family Office Industry Executive

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