We are pleased to announce that Pathstone CEO Matthew Fleissig was awarded “Outstanding CEO” in the 2024 Family Wealth Report Awards. These awards recognize the most innovative and exceptional firms, teams and individuals serving the family office, family wealth and trusted advisor communities in North America.
“Matt has always been a true visionary,” said Steve Braverman, Co-Chairman and former Co-CEO of Pathstone. He continued, “Since taking over for me as CEO in 2022, Matt has led Pathstone in significant growth, reimagining its path forward as a multigenerational firm built to last. Matt is recognized by the industry as the leader of the future, using innovation to forge new paths and redefine industry best practices. We’re all incredibly proud of what Matt and the larger Pathstone team have achieved, and the difference they have made in the lives of clients.”
Additional Pathstone team members recognized include Kelly Maregni, who was a finalist for Top Woman in Wealth (MFO), as well as Jeffrey Scheer, James Whalen, and Carly Bradshaw, who were all finalists in the Rising Stars Under 40 category. Pathstone’s sister company Willow Street was also recognized as the finalist in the Fiduciary and Trust Services category.
This recognition is a reflection of our dedication to perfecting the client experience, our dynamic culture, and our talented team. See the full list of winners here.
Read Matt’s full interview in the attached PDF.
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 Family Wealth Report Awards 2024 pool of judges consists of experts coming from family offices, private banks, trusted advisers, consultants and other service providers each of whom has in-depth wealth management knowledge and experience. The judging process is organized in a way so as to avoid conflicts of interest. No judge will be asked to review a submission from an organization competitive to their own. There are two rounds of judging to decide the shortlist firstly and then a final meeting to decide the ultimate winner. The judges are asked to explain why the feel the particular firm they have chosen should win and it then goes to vote. The award ranking provided is accurate as of May 2, 2024 and is based on cumulative individual and firm information focusing on the time period of 05/02/2022-12/01/2023.
The criteria for each category are below:
OUTSTANDING CEO
Awarded to: an inspirational CEO leading an MFO of any size.
WOMEN IN WEALTH FAMILY OFFICE (INDIVIDUAL)
Awarded to: Women in the family office space who are an inspiration both to clients and colleagues.
RISING STAR UNDER 40
Awarded to: an employee of an MFO of any size.
FIDUCIARY OR TRUST SERVICES
Awarded to: Companies and teams providing fiduciary and trust services to the wealth management sector.
