Steve Braverman
Co-Chairman
- Board of Managers
- Leadership Team
- Investment Oversight Committee
- Shareholder
Steve is a co-founder and serves as Co-Chairman of Pathstone, which serves families, family offices, and endowments and foundations. He is a shareholder and a voting member of the firm’s Investment Oversight Committee and serves on the firm’s Executive Leadership Team. He served as Co-CEO from the inception of Pathstone through June 2022. Steve’s professional experience extends over 25 years of working with family offices and advising families on their wealth.
Prior to Pathstone, Steve served as President of Harris myCFO Investment Advisory Services, LLC, where he had broad national responsibility for all aspects of myCFO’s investment platform. Additionally, within the broader Harris enterprise (myCFO’s parent company), Steve had the distinction of representing the ultra-high net worth market segment on the Senior Management Committee for Harris Private Bank.
Steve is a thought leader and regular contributor to the media on a wide range of subjects regarding high-net-worth families, their investment options, challenges, and the approach to multi-generational wealth management. He has authored a number of white papers highlighting how families of wealth can think about their investment challenges and opportunities.
Under Steve’s leadership, Pathstone has received national recognition, including most recently 2022 “Best Multi-Family Office” (above $15B) by Family Wealth Report, 2021 “Best Multi-Family Office $20 Billion and Over” by Private Asset Management, “Top 20 RIA Leaders” by Financial Planning Magazine, “Top 300 Financial Advisors” by the Financial Times, and “Top 100 Independent RIA’s” by Barron’s Magazine.*
Outside of his professional commitments, he is actively involved with various not-for-profit organizations with a particular focus in health, wellness, and education. He founded the Braverman Family Executive Wellness Program at Englewood Health, one of New Jersey’s leading hospitals. In addition, the Braverman Family Foundation partnered with the Jewish National Fund (“JNF”) to dedicate the Braverman Family Riding Arena at the Red Mountain Therapeutic Riding Center. The riding center serves those with disabilities or special needs for the population of small communities in Southern Israel.
Steve is a member of the Institute for Private Investors (“IPI”) and the Economic Club of New York and sits on the Advisory Board for the Ultra High-Net-Worth (“UNW”) Institute. He holds a Bachelor of Arts Degree in Economics from the University of Pennsylvania and attended the Keller Graduate School of Management MBA Finance Program.
*Please see our Legal Disclosure page (https://www.pathstone.com/legal-disclosure/) for important disclosures regarding third party rankings.
Group
Office
Steve is a co-founder and serves as Co-Chairman of Pathstone, which serves families, family offices, and endowments and foundations. He is a shareholder and a voting member of the firm’s Investment Oversight Committee and serves on the firm’s Executive Leadership Team. He served as Co-CEO from the inception of Pathstone through June 2022. Steve’s professional experience extends over 25 years of working with family offices and advising families on their wealth.
Prior to Pathstone, Steve served as President of Harris myCFO Investment Advisory Services, LLC, where he had broad national responsibility for all aspects of myCFO’s investment platform. Additionally, within the broader Harris enterprise (myCFO’s parent company), Steve had the distinction of representing the ultra-high net worth market segment on the Senior Management Committee for Harris Private Bank.
Steve is a thought leader and regular contributor to the media on a wide range of subjects regarding high-net-worth families, their investment options, challenges, and the approach to multi-generational wealth management. He has authored a number of white papers highlighting how families of wealth can think about their investment challenges and opportunities.
Under Steve’s leadership, Pathstone has received national recognition, including most recently 2022 “Best Multi-Family Office” (above $15B) by Family Wealth Report, 2021 “Best Multi-Family Office $20 Billion and Over” by Private Asset Management, “Top 20 RIA Leaders” by Financial Planning Magazine, “Top 300 Financial Advisors” by the Financial Times, and “Top 100 Independent RIA’s” by Barron’s Magazine.*
Outside of his professional commitments, he is actively involved with various not-for-profit organizations with a particular focus in health, wellness, and education. He founded the Braverman Family Executive Wellness Program at Englewood Health, one of New Jersey’s leading hospitals. In addition, the Braverman Family Foundation partnered with the Jewish National Fund (“JNF”) to dedicate the Braverman Family Riding Arena at the Red Mountain Therapeutic Riding Center. The riding center serves those with disabilities or special needs for the population of small communities in Southern Israel.
Steve is a member of the Institute for Private Investors (“IPI”) and the Economic Club of New York and sits on the Advisory Board for the Ultra High-Net-Worth (“UNW”) Institute. He holds a Bachelor of Arts Degree in Economics from the University of Pennsylvania and attended the Keller Graduate School of Management MBA Finance Program.
*Please see our Legal Disclosure page (https://www.pathstone.com/legal-disclosure/) for important disclosures regarding third party rankings.
