Independence, Reinforced

A Guided Path Supports Your Long-Term Goals

November 29, 2016 |

Betournay noted that “offering clients an investment process that includes active ESG options isn’t only a way to differentiate yourself, but it’s also a way to build trust and enhance long-term relationships with clients”.

November 8, 2016 |

Special Announcement

We are thrilled to welcome former Convergent Wealth Advisors clients, advisors and staff to Pathstone Federal Street.  On November 1, the Convergent team joined forces with Pathstone further advancing our industry-leading advisory service and strengthening our ability to serve clients nationwide. The combination complements Pathstone's legacy of family office services and respected investment research capabilities with additional investment strategies, innovative resources and an outstanding network of talented advisors. Together, our teams bring the highest standard of objective client advice and a common embrace of the fiduciary standard designed to ensure our clients’ interests always come first.

Our firm now serves 300 clients representing over $9 billion in total assets under management. Our combined scale will give our advisors enhanced resources to better focus on clients’ specific needs while also providing significant potential cost-saving opportunities and operating efficiencies.

The true strength of our organization, however, lies in our people. Our company is 30 partners and 105 employees strong, giving clients a comprehensive advisory experience from seven offices, coast to coast.  Pathstone's commitment to remain employee owned and governed fosters a culture of increased accountability and stewardship.  We believe this ownership structure will enable us to attract and retain some of the industry's brightest talent and incentivizes them to work together for our clients' best interests.

Over the next several months we will be making a number of exciting enhancements to our website including the new team biographies and a glimpse into what this combination will offer.

Please stay tuned and do not hesitate to contact us if you have any questions.

 

September 16, 2016 |

Pathstone Federal Street placed at number 19 on the list.

***Third party rankings and recognitions from ratings services are no guarantee of future investment success.  Working with a highly-rated adviser does not ensure that a client or prospective client will experience a higher level of performance or results.  Ratings should not be considered an endorsement of the adviser by any client nor are they representative of any one client’s evaluation. This ranking is based solely on the amount of assets under management attributable to clients of Pathstone Federal Street’s Atlanta office.

 

August 19, 2016 |

In her white paper entitled “Medicare Late Enrollment Can Cost Your Clients More than Cash”, Stacy Rush stresses the importance of timely enrollment in Medicare for qualified persons.

August 10, 2016 |

In The Boston Foundation’s “The Giving Forum” newsletter, Ms. Betournay and Mr. Walsh comment on how they help their clients identify environmental, social and governance (ESG) investment opportunities and dispel common myths about these types of funds.

July 15, 2016 |

In an article, “Intrusive Questions Can Be The Norm For FAs”, Kelly Maregni highlights the importance of transparency in adviser-client relationships.

July 1, 2016 |

Ranking firms by total assets, this national ranking places Pathstone Federal Street at 34.

***Third party rankings and recognitions from ratings services are no guarantee of future investment success.  Working with a highly-rated adviser does not ensure that a client or prospective client will experience a higher level of performance or results.  Ratings should not be considered an endorsement of the adviser by any client nor are they representative of any one client’s evaluation.

June 30, 2016 |

In his interview for an article, “Merrill Preps Advisors for Rise of the Green
Bond”, Mark Peters offered his take on green bonds as a potentially growing market, particularly after Brexit.

June 16, 2016 |

Pathstone Federal Street placed among an elite group of RIA firms across the country based on a range of factors including assets under management (AUM) size and growth rate, compliance record, industry certifications, and firm's longevity.

June 14, 2016 |

In her white paper entitled “Medicare Late Enrollment Can Cost Your Clients More than Cash”, Stacy Rush stresses the importance of timely enrollment in Medicare for qualified persons.

April 10, 2016 |

In his “Close Up”, Mr. Fleissig speaks about his career background, personal and professional passions, and his favorite things about New Jersey.

April 1, 2016 |

In the cover story titled “The 100-Year Promise”, Mr. Braverman and Mr. Zachariah go behind the scenes of Pathstone Family Office’s recent combination with Federal Street Advisors and speak about the new firm’s vision going forward.

January 6, 2016 |

In an article called “New Year Brings $6B RIA M&A Blockbuster”, Mr. Braverman notes that Pathstone Family Office’s cutting-edge technology and processes along with Federal Street Advisors’ experienced professionals and expertise in socially responsible investing have made this a very strong combination.

January 6, 2016 | Press Release

Federal Street Advisors, an independent investment consultant and wealth management firm for individuals, families and nonprofits organizations, and Pathstone Family Office, a Multi Family Office offering in house expertise in investments, tax planning and compliance, estate planning, family education, and philanthropy jointly announced today that Federal Street has merged with Pathstone to create Pathstone Federal Street, a wealth advisory  rm with enhanced capabilities to provide truly independent advice and services to both high-net-worth and institutional clients.

January 6, 2016 |

Mr. Braverman addressed the recent merger between Pathstone Family Office and Federal Street Advisors, and explained how the combination of two firms’ complementary services will benefit clients.

January 5, 2016 |

In addition to other benefits, Pathstone Federal Street will be able to offer clients a range of family office services with a focus on sustainable and impact investing. 

January 5, 2016 |

Mr. Braverman addressed Pathstone Family Office's combination with Federal Street Advisors, highlighting that “broader perspective, deeper services and a robust organization built for the long term” will be pillars of the new firm. 

January 4, 2016 | Financial Planning Magazine

In a recent article “RIA Leaders 2016”, John explained some benefits of Federal Street Advisors’ merger with Pathstone Family Office