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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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    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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  • October 23, 2020

    Pathstone Director, Liz Shea, spoke at the “Women in Wealth Management Summit” hosted by Portfolio Summits

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  • October 23, 2020

    Pathstone President, Matt Fleissig, featured in WealthManagement.com article: “Pathstone Surges Forward With Lovell Minnick Investment”

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  • October 20, 2020

    Pathstone Executive Managing Director, Ken Hart, offers insight in “Seattle Wealth Management Market: Can Explosive Growth Continue?” by Family Wealth Report

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  • October 7, 2020

    Pathstone Chief Advisory Officer, Kelly Maregni, featured in “RIA Leaders 2020: High touch, high tech” by Financial Planning

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  • September 14, 2020

    Pathstone President Matt Fleissig quoted in Family Wealth Report article, “Multi-Family Offices Ride The RIA M&A Boom”

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  • September 11, 2020

    Pathstone President, Matt Fleissig, interviewed by Barron’s “Leveraging Technology to Grow a Diverse Firm”

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  • September 10, 2020

    Growing Smart(ly) in a Way That Matters: Pathstone Announces the Addition of Price Wealth, LLC

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  • September 10, 2020

    Pathstone President, Matt Fleissig, quoted by Citywire in “Behind the deal: Why Pathstone bought $4B RIA Cornerstone”

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  • August 26, 2020

    Mark Tibergien Joins Pathstone as Newest Independent Board Member Further Elevating Pathstone’s Mission and Vision as The Modern Family Office

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  • August 21, 2020

    Pathstone Co-CEO Steve Braverman Ranked #7 on Forbes 2020 List of 98 Best-in-State Wealth Advisors in North New Jersey

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  • August 7, 2020

    Pathstone Executive Managing Director, John Elmes, quoted by Citywire in “Multi-Family Office Competition Heats Up”

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  • July 30, 2020

    Growing Smart(ly) in a Way That Matters Pathstone Announces the Addition of Cornerstone

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