Pathstone

We believe the Pathstone Investment Conference is one of the most transparent and informative investment-focused conferences in the industry, bringing together an incredible group of bespoke investment managers and economists, influential thought leaders, and ultra-high net worth entrepreneurs and business owners. Our Investment Conference explores the market and economic trends, providing clients with insight into the Pathstone investment philosophy and strategy, firm, and team. A huge thank you to our exceptional speakers for joining us last week and delivering an unforgettable day of content.

We’re proud to share that Pathstone Managing Director Kevin Casey presented at The UHNW Institute's 2024 Symposium in a session entitled "Maximizing Value: Financial Drivers Behind Integrated Wealth Management." Kevin joined Key Wealth Management Chief Operating Officer Joe Calabrese for a dynamic discussion on how integrated wealth management services can elevate client satisfaction, drive firm value, and fuel growth. Their insights provided actionable strategies for firms looking to better serve ultra-high-net-worth families. The symposium also featured industry thought leaders Tom McCullough, Steve Prostano, Betsy Erickson, Richard Joyner, Doris Meister, and Michael Zeuner, who brought forward fresh perspectives on effective service delivery models and shared impactful approaches that are making a difference for UHNW clients. Kudos to Kevin for representing Pathstone’s expertise on this important topic! #WealthManagement #UHNW #Pathstone

We are excited to announce that Eddie Brown is joining Pathstone as our Chief Growth Officer. Eddie brings over 25 years of experience driving growth and transformation in the family office and wealth management industry. He was most recently the National Managing Director and Head of Schwab Advisor Family Office and the Premier Wealth Group, and previously held a senior leadership role at Fidelity Family Office Services. Eddie's mandate is to fuel innovation and organic growth across Pathstone, including our affiliates Advisor Partners and Willow Street. We invite you to read the whole press release here: https://bit.ly/3UVEX3V

As the holidays approach and we gather with family, conversations often turn to shared goals, values, and aspirations. Jim Coutre, Managing Director of Pathstone’s Wealth Planning Group, reminds us that wealth planning is about more than stewardship—it’s about purpose. What do you genuinely aspire to achieve with your wealth? Taking the time to explore this question may reveal the full potential of your family’s financial capital, providing clarity and fostering a deeper understanding of your hopes and aspirations across generations.

We’re excited to share the latest episode of Ficomm Partners’ Growth Leaders of Wealth Management podcast: “Pathstone’s Mission to Become the Nation’s Largest Fiduciary for the Ultra Wealthy.” In this episode, Megan (Meg) Carpenter sits down with Pathstone’s Matthew Fleissig, CEO; Kelly Maregni, President; Lauren Ablow Fryefield, Chief Marketing Officer; and Brad Armstrong, Partner of Lovell Minnick, who share the principles that have become the backbone of Pathstone’s remarkable growth story and bold vision for the future. In the below clip, Kelly Maregni, President of Pathstone, shares how we believe serving clients exceptionally, driven by a culture of collaboration and team development, fuels Pathstone's growth. Listen to the full podcast here: https://bit.ly/4hxrclL.

We’re thrilled to announce that Hannah Kanstroom, Director of Family Advisory within the Wealth Planning Group at Pathstone, will be featured as a panelist at Philanthropy Massachusetts' "Getting to Know Your Local Landscape" event on Thursday, November 14 in Cambridge, MA. Hannah will join fellow thought leaders to explore and reflect on the evolving philanthropic landscape in the region, and share Pathstone's unique approach to social capital and philanthropy, highlighting the ways we partner with families to make meaningful and lasting impact. We are all looking forward to an engaging and insightful discussion!

In honor of National First Responders Day this past Monday, October 28, Pathstone team members came together to express our gratitude to the heroes in our communities. Thanks to our Workplace Experience Team, each Pathstone office selected a local first responder organization to treat to a meal as a token of appreciation. A huge thank you to everyone who participated, and to first responders nationwide for your commitment and bravery!

What is your purpose? Do you want to learn more about the impact your money is having on the things that matter most to you? Tune in to Pathstone's latest webinar featuring Katherine Pease, Alyssa Do, JD, LL.M, Hannah Kanstroom, and Ron Cordes to discover insights on connecting your vision and purpose to the world around you: https://bit.ly/4e4UJjy. #socialcapital #wealthplanning

Join us in honoring Carly Bradshaw, CFP?, director of client advisory at Pathstone, for winning Family Wealth Alliance, Inc.'s Young Professionals Award! This incredible recognition highlights the young professionals that are shaping the family wealth industry. Congratulations, Carly! View important disclosures and selection criteria: https://bit.ly/3C8TJO5

Sam Sterling, CFA, Pathstone Associate Director of Investment Research, provides a clear-eyed assessment of electricity demand and supply drivers shaping the decarbonization of our energy landscape in our latest report, "Charging Forward: The Case for Investing in Power Now." Despite short-term disruptions from economic and geopolitical events, long-term growth in power generation and distribution is set to continue, driven by evolving government policies and increasing customer demand. Read the full report here: https://bit.ly/3Y8yaEI