Cassandra Puhalla
CFA®
Managing Director
- Shareholder
Cassandra Puhalla is a Managing Director and shareholder at Pathstone. Cassandra serves as a trusted advisor to entrepreneurs and executives and helps provide effective solutions to meet clients’ unique financial and personal objectives.
Cassandra provides clients with customized and integrated wealth management solutions, including holistic balance sheet advisement, investment strategy development and implementation, concentrated position management, and wealth preservation and transfer planning.
Cassandra joins Pathstone from Crestone Capital. Prior to Crestone, Cassandra spent a decade at J.P. Morgan Asset Management in New York City, most recently working as an executive director and portfolio manager on the multi-asset solutions team. In this role, she was responsible for asset allocation, manager selection, and tactical decision making for over $100 billion dollars in retirement assets.
Cassandra received her Bachelor of Arts in Commerce, Organizations, and Entrepreneurship from Brown University. She is a CFA® charterholder and a member of both CFA® Institute and CFA® Society Colorado.
Cassandra serves on the board of directors for the Boulder Museum of Contemporary Art (“BMoCA”), as well as Cents Ability, Inc., a nonprofit dedicated to educating and empowering high school students to achieve their goals through prudent and informed management of their financial resources.
Group
Certification
Offices
Cassandra Puhalla is a Managing Director and shareholder at Pathstone. Cassandra serves as a trusted advisor to entrepreneurs and executives and helps provide effective solutions to meet clients’ unique financial and personal objectives.
Cassandra provides clients with customized and integrated wealth management solutions, including holistic balance sheet advisement, investment strategy development and implementation, concentrated position management, and wealth preservation and transfer planning.
Cassandra joins Pathstone from Crestone Capital. Prior to Crestone, Cassandra spent a decade at J.P. Morgan Asset Management in New York City, most recently working as an executive director and portfolio manager on the multi-asset solutions team. In this role, she was responsible for asset allocation, manager selection, and tactical decision making for over $100 billion dollars in retirement assets.
Cassandra received her Bachelor of Arts in Commerce, Organizations, and Entrepreneurship from Brown University. She is a CFA® charterholder and a member of both CFA® Institute and CFA® Society Colorado.
Cassandra serves on the board of directors for the Boulder Museum of Contemporary Art (“BMoCA”), as well as Cents Ability, Inc., a nonprofit dedicated to educating and empowering high school students to achieve their goals through prudent and informed management of their financial resources.
