Press CenterNovember 13, 2024Pathstone Appoints Eddie Brown as Chief Growth Officer, Tapping Former Schwab Family Office Industry ExecutiveRead MoreDownload PDFThe combination elevates Pathstone’s position as the largest independent Registered Investment Advisor (“RIA”) focused on serving ultra-high net worth (“UHNW”) families, endowments, foundations and other similarly situated institutions.
November 05, 2024Pathstone Featured on Ficomm Partners’ “Growth Leaders of Wealth Management” Podcast SeriesRead More
October 25, 2024Director Carly Bradshaw Wins FWA Young Professionals Award 2024Family Wealth AllianceRead More
October 04, 2024Pathstone Recognized on Citywire RIA’s Fastest Grower List Representing New JerseyCitywire RIARead More
October 03, 2024Executive Managing Director, David Kahn, Recognized Among Barron’s Top 100 Independent AdvisorsBarron'sRead More
September 04, 2024Managing Director, Susan Wittliff, Received Finalist Award at Austin Business Journal’s Women in Business AwardsAustin Business JournalRead More
August 09, 2024Pathstone Managing Directors Recognized Among Forbes 2024 Top Next-Gen Wealth Advisors Best-In-StateForbesRead More
July 19, 2024Pathstone Recognized as Top 5 Fastest-Growing RIA by Financial AdvisorFinancial AdvisorRead More
June 14, 2024Matthew Fleissig on Building a $100 Billion Firm to Provide Asset Planning and Other End-to-End Services to Ultra-High-Net-Worth FamiliesRead More
May 06, 2024Pathstone Recognized at Family Wealth Report Awards, Matt Fleissig Named Outstanding CEORead MoreDownload PDF
March 06, 2023Pathstone Welcomes New Investment from Kelso & Company, Alongside Continued Commitment from Existing Investor, Lovell Minnick PartnersRead MoreDownload PDF
October 17, 2022Pathstone Selected as one of Financial Planning’s 2022 Top 150 Fee-Only RIA FirmsRead More
July 12, 2022Growing Smart(ly) In A Way That Matters: Pathstone to Acquire Dyson Capital AdvisorsRead MoreDownload PDF
June 28, 2022Pathstone Adds Two New Independent Board Members, Executing on Its Mission and VisionRead MoreDownload PDF
May 25, 2022Powered by Innovation Pathstone Announces the Acquisition of Advisor PartnersRead MoreDownload PDF
April 07, 2022Pathstone President, Matt Fleissig, interviewed by WealthManagement.com RIA Edge Podcast on the journey to 35BRead More
March 31, 2022Growing Smart(ly) in a Way That Matters Pathstone Announces the Acquisition of WaterOak’s Investment Advisory and Wealth Management BusinessRead MoreDownload PDF
December 16, 2021Pathstone selected as finalist in Best Multi-Family Office $25bn and Over, Women in Wealth Advocate of the Year, ESG Advocate of the Year, Best ESG Investment Offering, and Best Outsourced CIO for the 2022 PAM AwardsRead More
September 29, 2021Pathstone President, Matt Fleissig, featured on CityWire offering insight on M&ARead More
May 06, 2021Matthew Fleissig Named Leading Individual (MFO) at the Family Wealth Report Awards 2021Read MoreDownload PDF
March 11, 2021Barron’s Highlights Pathstone’s Acquisition of Cornerstone Capital Group in “How Pathstone’s Latest Deal Will Boost Its ESG and Impact Investing Power”Read More
February 12, 2021Pathstone Co-CEO Steve Braverman and Managing Director Jeff Scheer Ranked on Forbes Best-in-State Wealth Advisors ListRead More
February 10, 2021Pathstone wins 2021 PAM Award for ‘Best Multi-Family Office $20bn and Over’Read More
February 05, 2021Pathstone selected as finalist in “Best ESG Investment Offering” and “Best Multi-Family Office $10bn and Over” for the 2021 PAM AwardsRead More
February 03, 2021Pathstone President, Matt Fleissig, offers insight on "5 Important Lessons for Financial Advisors" in Advisor EngineRead More
December 04, 2020Pathstone’s Chief Advisory Officer, Kelly Maregni, was a featured speaker at “The Business of Family: Protecting the Matriarch + Patriarch” webinar hosted by Burns & Levinson.Read More
October 28, 2020Tim Tallach Joins Pathstone as Executive Managing Director Further Elevating Pathstone’s Mission and Vision as The Modern Family OfficeRead MoreDownload PDF
