Charissa Gorman
CFP®
Director
- Shareholder
Charissa Gorman is a Director in the Investment Advisory Services group at Pathstone. Charissa has worked in private wealth management for over ten years and has extensive experience in client relationship management. In her current role, Charissa is responsible for Pathstone’s investment reporting department. This includes ensuring the accuracy and timely production of reports, management of the reporting system, and training of new employees. She assists with coordination and prioritization of advisors’ projects with the goal of encouraging continued success and development at Pathstone.
Charissa also plays an integral role in the onboarding process, facilitating a smooth transition for each new client. She continues to work closely with client teams after the initial transition process is complete, providing ongoing support and facilitating requests. Additionally, Charissa acts as a liaison for investment reporting and tax departments.
Her previous experience includes five years in client service at Bernstein Global Wealth Management. Charissa received a Bachelor of Science in Marketing and Management from University at Albany. She also holds the CFP® (Certified Financial Planner™) designation.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Group
Certification
Office
Charissa Gorman is a Director in the Investment Advisory Services group at Pathstone. Charissa has worked in private wealth management for over ten years and has extensive experience in client relationship management. In her current role, Charissa is responsible for Pathstone’s investment reporting department. This includes ensuring the accuracy and timely production of reports, management of the reporting system, and training of new employees. She assists with coordination and prioritization of advisors’ projects with the goal of encouraging continued success and development at Pathstone.
Charissa also plays an integral role in the onboarding process, facilitating a smooth transition for each new client. She continues to work closely with client teams after the initial transition process is complete, providing ongoing support and facilitating requests. Additionally, Charissa acts as a liaison for investment reporting and tax departments.
Her previous experience includes five years in client service at Bernstein Global Wealth Management. Charissa received a Bachelor of Science in Marketing and Management from University at Albany. She also holds the CFP® (Certified Financial Planner™) designation.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
