Pathstone President Kelly Maregni, was named an ACE Award winner at this year’s Schwab Family Office Symposium. This award recognizes Kelly’s dedication and impact on the family office community.
Kelly said of the win, “It is an honor to be recognized as one of this year’s ACE recipients, especially amongst such talented peers. I want to thank Charles Schwab not only for acknowledging us, but also for all the work they do to create such a wonderful community of talented professionals. And a special thanks to Eddie Brown; your energy and commitment to leadership truly raise the bar for us all.”
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. Pathstone paid no application fee to participate.
Methodology:
The Active Community Engagement (ACE) Award is given to members of the Schwab family office community whom Schwab selects based on their active community engagement and impactful contribution to the financial industry. Schwab makes these selections internally, without formal external nominations, and there is no fee to be considered. This award should not be construed as an endorsement of the advisor’s investment acumen or a recommendation to retain advisor for professional services by any mentioned organizations or clients. This award is not representative of any one client’s experience with the firm and is not indicative of the firm’s future performance. The award ranking provided is accurate as of May 16, 2024 and is based on cumulative individual information and noteworthy achievements spanning their career.
