Pathstone’s CEO and co-founder, Matt Fleissig, was featured on The Greatness Machine with Darius podcast, offering insights into the firm’s approach to wealth management.
In the episode, Matt discusses his journey, the founding of Pathstone, and how the firm serves ultra-high-net-worth families and institutions with a client-first, technology-driven approach. He shares lessons on leadership, scaling a business, and navigating the evolving financial landscape while staying true to Pathstone’s mission of creating lasting client impact.
Listen to Matt’s perspective on redefining wealth management and leading with purpose on Apple Podcasts or YouTube.
