Press CenterApril 05, 2024Pathstone named a Finalist in the 2024 Family Wealth Report AwardsRead More
March 06, 2023Pathstone Welcomes New Investment from Kelso & Company, Alongside Continued Commitment from Existing Investor, Lovell Minnick PartnersRead MoreDownload PDF
October 17, 2022Pathstone selected as one of Financial Planning’s 2022 Top 150 Fee-Only RIA FirmsRead More
July 12, 2022Growing Smart(ly) In A Way That Matters: Pathstone to Acquire Dyson Capital AdvisorsRead MoreDownload PDF
June 28, 2022Pathstone Adds Two New Independent Board Members, Executing on Its Mission and VisionRead MoreDownload PDF
May 30, 2022Pathstone Demonstrates Commitment To Ethical Standards With Wealth For Good AwardsRead MoreDownload PDF
May 25, 2022Powered by Innovation Pathstone Announces the Acquisition of Advisor PartnersRead MoreDownload PDF
April 07, 2022Pathstone President, Matt Fleissig, interviewed by WealthManagement.com RIA Edge Podcast on the journey to 35BRead More
March 31, 2022Growing Smart(ly) in a Way That Matters Pathstone Announces the Acquisition of WaterOak’s Investment Advisory and Wealth Management BusinessRead MoreDownload PDF
March 16, 2022Pathstone’s Chief Impact Officer, Erika Karp, featured speaker on "ESG Competent Boards Global Dialogue"Read More
December 16, 2021Pathstone selected as finalist in Best Multi-Family Office $25bn and Over, Women in Wealth Advocate of the Year, ESG Advocate of the Year, Best ESG Investment Offering, and Best Outsourced CIO for the 2022 PAM AwardsRead More
October 20, 2021Pathstone Chief Impact Officer, Erika Karp, featured author in Family Office MagazineRead More
September 29, 2021Pathstone President, Matt Fleissig, featured on CityWire offering insight on M&ARead More
September 08, 2021Pathstone Chief Impact Officer, Erika Karp, featured panelist at SALT New York 2021Read More
August 09, 2021Pathstone’s Chief Impact Officer, Erika Karp, recognized as an InvestmentNews 2021 Excellence in Diversity, Equity and Inclusion Award WinnerRead More
May 24, 2021Pathstone Chief Impact Officer, Erika Karp, quoted in “SPAC Crackdown Threatens Gauzy Forecasts That Power EV Startups” by BloombergRead More
May 13, 2021Pathstone’s Chief Impact Officer, Erika Karp, featured in “Business schools urged to integrate ESG topics in core courses” by Financial TimesRead More
May 06, 2021Matthew Fleissig Named Leading Individual (MFO) at the Family Wealth Report Awards 2021Read MoreDownload PDF
March 24, 2021Pathstone Chief Impact Officer, Erika Karp, Interviewed by InvestmentNews "ESG Investing Is Just Investing. Erika Karp’s Straight Talk on ESG and a Chat About SPACs."Read More
March 11, 2021Barron’s Highlights Pathstone’s Acquisition of Cornerstone Capital Group in “How Pathstone’s Latest Deal Will Boost Its ESG and Impact Investing Power”Read More
March 05, 2021Pathstone Chief Impact Officer, Erika Karp, was recognized among 100 Women in Impact by Real LeadersRead More
February 12, 2021Pathstone Co-CEO Steve Braverman and Managing Director Jeff Scheer Ranked on Forbes Best-in-State Wealth Advisors ListRead More
February 10, 2021Pathstone wins 2021 PAM Award for ‘Best Multi-Family Office $20bn and Over’Read More
February 05, 2021Pathstone selected as finalist in “Best ESG Investment Offering” and “Best Multi-Family Office $10bn and Over” for the 2021 PAM AwardsRead More
February 03, 2021Pathstone President, Matt Fleissig, offers insight on "5 Important Lessons for Financial Advisors" in Advisor EngineRead More
December 04, 2020Pathstone’s Chief Advisory Officer, Kelly Maregni, was a featured speaker at “The Business of Family: Protecting the Matriarch + Patriarch” webinar hosted by Burns & Levinson.Read More
October 28, 2020Tim Tallach Joins Pathstone as Executive Managing Director Further Elevating Pathstone’s Mission and Vision as The Modern Family OfficeRead MoreDownload PDF
October 23, 2020Pathstone Director, Liz Shea, spoke at the “Women in Wealth Management Summit” hosted by Portfolio SummitsRead More
October 23, 2020Pathstone President, Matt Fleissig, featured in WealthManagement.com article: “Pathstone Surges Forward With Lovell Minnick Investment”Read More
October 20, 2020Pathstone Executive Managing Director, Ken Hart, offers insight in “Seattle Wealth Management Market: Can Explosive Growth Continue?” by Family Wealth ReportRead More
October 07, 2020Pathstone Chief Advisory Officer, Kelly Maregni, featured in "RIA Leaders 2020: High touch, high tech” by Financial PlanningRead More
September 14, 2020Pathstone President Matt Fleissig quoted in Family Wealth Report article, “Multi-Family Offices Ride The RIA M&A Boom”Read More
September 11, 2020Pathstone President, Matt Fleissig, interviewed by Barron’s “Leveraging Technology to Grow a Diverse Firm”Read More
September 10, 2020Growing Smart(ly) in a Way That Matters: Pathstone Announces the Addition of Price Wealth, LLCRead MoreDownload PDF
September 10, 2020Pathstone President, Matt Fleissig, quoted by Citywire in “Behind the deal: Why Pathstone bought $4B RIA Cornerstone”Read More
August 26, 2020Mark Tibergien Joins Pathstone as Newest Independent Board Member Further Elevating Pathstone’s Mission and Vision as The Modern Family OfficeRead MoreDownload PDF
August 21, 2020Pathstone Co-CEO Steve Braverman Ranked #7 on Forbes 2020 List of 98 Best-in-State Wealth Advisors in North New JerseyRead More
August 07, 2020Pathstone Executive Managing Director, John Elmes, quoted by Citywire in “Multi-Family Office Competition Heats Up”Read More
July 30, 2020Growing Smart(ly) in a Way That Matters Pathstone Announces the Addition of CornerstoneRead MoreDownload PDF
July 08, 2020Pathstone Associate Director Kayly Gerowski Quoted by Yahoo Finance: Why Are Younger Generations Racking Up Debt?Read More
June 18, 2020Pathstone Managing Director Alex Hart quoted by MSN Money in “19 Areas To Invest In During a Financial Crisis”Read More
June 03, 2020Pathstone Co-CEO Steve Braverman quoted by Forbes in “What To Do After Your Last Entrepreneurial Exit”Read More
March 25, 2020Pathstone Co-CEO Allan Zachariah and Executive Managing Director John Elmes Interviewed for Effective Family Office PodcastRead More
February 14, 2019Fidelity Charitable Features Pathstone Among Sustainable and Impact Investing Advisor FirmsRead MoreDownload PDF
September 18, 2018PAM Magazine September Cover Story Spotlights Pathstone’s Achievements in InnovationRead MoreDownload PDF
June 12, 2018Pathstone President, Matt Fleissig, interviewed by Fidelity’s Sr. Vice President, Andrew FayRead More
January 26, 2018Pathstone Adds Dedicated Resources & Services to Meet Growing Demand by FoundationsCision PR NewswireRead MoreDownload PDF
July 12, 2017Private Wealth Magazine: Pathstone, The Equity SolutionPrivate WealthRead MoreDownload PDF
June 22, 2017Pathstone Named as One of the Financial Times 300 Top Registered Investment AdvisersRead More
February 21, 2017Pathstone Federal Street receives the 2017 Private Asset Management (PAM) award for “Best Multi-Family Office—UHNW”Cision PR NewswireRead More
January 11, 2017Pathstone Ranked at the Top of the 2017 RIA Leaders List by Financial Planning MagazineRead More
November 29, 2016Pathstone Federal Street’s Director of ESG Research, Molly Betournay, recently provided insight to Financial Advisor IQ on continuing growth of SRI investingFinancial Advisor IQRead More
September 16, 2016Pathstone Federal Street was ranked among Atlanta’s Top 25 Financial Planning and Advisory Firms by Atlanta Business ChronicleAtlanta Business ChronicleRead MoreDownload PDF
August 19, 2016Independent Agent (IA) Magazine features recent white paper by Stacy Rush, Pathstone Federal Street’s Director of Risk ManagementIndependent Agent MagazineRead MoreDownload PDF
August 10, 2016The Boston Foundation features Pathstone Federal Street’s Director of ESG Research, Molly Betournay and Managing Director, Charles A. Walsh IIIThe Boston FoundationRead More
July 15, 2016Kelly Maregni, Managing Director at Pathstone Federal Street, interviewed by Financial Advisor MagazineFinancial AdvisorRead MoreDownload PDF
July 01, 2016Pathstone Federal Street places in the Top 50 in Financial Advisor magazine's 2016 RIA rankingFinancial AdvisorRead MoreDownload PDF
June 30, 2016Mark Peters, Pathstone Federal Street’s Managing Director, featured by Financial Advisor IQFinancial Advisor IQRead MoreDownload PDF
June 16, 2016Financial Times ranks Pathstone Federal Street among top registered investment advisers in the U.S.Financial TimesRead MoreDownload PDF
June 14, 2016Advisor Perspectives features new white paper by Stacy Rush, Pathstone Federal Street’s Director of Risk ManagementAdvisor PerspectivesRead MoreDownload PDF
April 10, 2016NJBIZ features Pathstone Federal Street’s President, Matthew FleissigNJBIZRead MoreDownload PDF
April 01, 2016Pathstone Federal Street’s Co-CEOs Steve Braverman and Allan Zachariah featured by Real Assets Adviser magazineReal Assets Adviser magazineRead MoreDownload PDF
January 06, 2016Steve Braverman, Pathstone Federal Street’s Co-CEO, quoted by Financial Planning MagazineFinancial PlanningRead MoreDownload PDF
January 06, 2016Pathstone Federal Street’s Co-CEO, Steve Braverman, interviewed by The RecordThe RecordRead MoreDownload PDF
January 05, 2016Steve Braverman, Co-CEO of Pathstone Federal Street, interviewed by NJBIZNJBIZRead MoreDownload PDF
January 05, 2016ThinkAdvisor spotlights the combination of Federal Street Advisors and Pathstone Family OfficeThink AdvisorRead MoreDownload PDF
September 25, 2015Federal Street Advisors and Pathstone Family Office announce plans to combine their firmsFinancial AdvisorRead MoreDownload PDF