Matthew Fleissig
CEO
- Board of Managers
- Leadership Team
- Investment Oversight Committee
- Shareholder
Matthew Fleissig is a co-founder and serves as the CEO of Pathstone, The Family Office, which serves families, family offices, and foundations and endowments. Matt is responsible for accelerating innovation and setting the firm’s overall strategic vision and direction. He is a shareholder, a voting member of the firm’s Investment Oversight Committee, a member of the Executive Leadership Team, and serves on the Board of Managers. Prior to his role as CEO, Matthew served as President at Pathstone.
Earlier in Matt’s career, he held positions at Harris myCFO Investment Advisory as a Principal and at The Ayco Company, A Goldman Sachs Company, as a Financial Planner. He was a member of Harris Bank’s Outside Advisor Review Committee, a select group of 12 senior investment professionals, which directed manager due diligence, search, and selection for the bank’s $60 billion platform. He was also a member of Harris Bank’s Investment Management Committee, where policies for asset allocation, alternative investments, equity and fixed income managers, and compliance are decided at the firm level. At Ayco, Matt provided comprehensive financial counseling to Fortune 500 executives and high-net-worth individuals. Clients were advised on investment opportunities, complex tax issues, estate planning and benefits, and compensation decisions.
Matt earned a Bachelor of Arts in Economics from Muhlenberg College in Allentown, PA and an MBA in Finance from Fairleigh Dickinson University in Madison, NJ. While at Fairleigh Dickinson University, he was accepted into Beta Gamma Sigma, the international honor society for AACSB accredited business schools. Matt is a member of the Young Presidents’ Organization (YPO) — one of the world’s premier leadership organizations of chief executives. Matt’s YPO membership reflects the strong client-focused organization he helped build at Pathstone.
Group
Office
Matthew Fleissig is a co-founder and serves as the CEO of Pathstone, The Family Office, which serves families, family offices, and foundations and endowments. Matt is responsible for accelerating innovation and setting the firm’s overall strategic vision and direction. He is a shareholder, a voting member of the firm’s Investment Oversight Committee, a member of the Executive Leadership Team, and serves on the Board of Managers. Prior to his role as CEO, Matthew served as President at Pathstone.
Earlier in Matt’s career, he held positions at Harris myCFO Investment Advisory as a Principal and at The Ayco Company, A Goldman Sachs Company, as a Financial Planner. He was a member of Harris Bank’s Outside Advisor Review Committee, a select group of 12 senior investment professionals, which directed manager due diligence, search, and selection for the bank’s $60 billion platform. He was also a member of Harris Bank’s Investment Management Committee, where policies for asset allocation, alternative investments, equity and fixed income managers, and compliance are decided at the firm level. At Ayco, Matt provided comprehensive financial counseling to Fortune 500 executives and high-net-worth individuals. Clients were advised on investment opportunities, complex tax issues, estate planning and benefits, and compensation decisions.
Matt earned a Bachelor of Arts in Economics from Muhlenberg College in Allentown, PA and an MBA in Finance from Fairleigh Dickinson University in Madison, NJ. While at Fairleigh Dickinson University, he was accepted into Beta Gamma Sigma, the international honor society for AACSB accredited business schools. Matt is a member of the Young Presidents’ Organization (YPO) — one of the world’s premier leadership organizations of chief executives. Matt’s YPO membership reflects the strong client-focused organization he helped build at Pathstone.
