Pathstone CEO Matt Fleissig featured in Citywire discussing the firm’s growth and long-term goals. He outlines Pathstone’s strategy of scaling through acquisitions and institutional investment, with a goal of becoming a $1 trillion RIA.

Fleissig highlights the firm’s broad-based equity ownership and focus on service as key differentiators. “The only way your business grows is with unbelievably high service levels and growing organically,” he says. Read the full article here.