Englewood-based Pathstone appointed Eddie Brown as its first chief growth officer to fuel the investment advisory firm’s expansion. In his new role, Brown will lead Pathstone’s growth strategy and ...

Brown's move signals a bold expansion strategy as Pathstone ramps up industry-leading Family Office Services for Ultra-High-Net Worth (UHNW) clients ENGLEWOOD, NJ / ACCESSWIRE / November 14, 2024 / ...

Kelly Maregni will assume the role of president of Pathstone, and Matthew Fleissig will become CEO, effective July 1. – PATHSTONE On the heels of two recent acquisitions, Englewood advisory firm ...

Willow Street, a Pathstone company providing guidance and administration for Wyoming fiduciary structures, was awarded Best Fiduciary or Trust Services Steve Braverman, Founding Partner and ...

Englewood, NJ—September 10, 2020—Pathstone, an independently operated and partner owned multi-generational family office serving HNW and UHNW individuals and families, family offices, and select ...

Pathstone, a giant Englewood, N.J., registered investment advisor focused on family offices and the ultra-high-net-worth client, has hired industry veteran Eddie Brown as chief growth officer, the ...

ENGLEWOOD CLIFFS, N.J.--(BUSINESS WIRE)--Pathstone (“the Company”), a leading Registered Investment Advisory (RIA) firm with over $15 billion in assets under advisement as of end of September 2019, ...

Pathstone, a private equity-backed, multifamily office based in Englewood, N.J., has hired Eddie Brown as its chief growth officer, a newly created position. Brown joins from Schwab Advisor Services, ...

Pathstone welcomes Veritable, one of the first and largest multi-family offices in the U.S. Acquisition adds over $17 billion in assets across 200 clients (averaging $75 million in assets each) and ...

Multifamily office Pathstone will pass $100 billion in client assets under advisement with its largest deal of the year to acquire a firm managing about $75 million per client household. "To be a true ...

Pathstone will acquire Austin, Texas–based Price Wealth, an independent wealth advisor with $1.4 billion in client assets, the companies announced. The acquisition gives Pathstone, an independently ...