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Events

Previous events

Dec 09,2020

Virtual

Managing Director, Jeff Scheer, will speak on the ESG/SRI panel at the Virtual Advisor III Summit by Portfolio Summits

ESG

Dec 08,2020

Virtual

Director, John Przybylski, will speak on the “The RIA Business Model and Financial Planning” panel at the End of Year Advisor Summit 2020 by Portfolio Summits

Financial Planning

John Przybylski and his co-panelists will discuss how Advisors are proving their worth to clients and going above and beyond for their clients and their firms.

Dec 03,2020

Virtual

Pathstone Chief Advisory Officer and Executive Managing Director, Kelly Maregni, will speak at The Business of Family: Protecting the Matriarch and Patriarch Webinar and Q&A session hosted by Burns & Levinson.

Family Office

Pathstone Chief Advisory Officer, Kelly Maregni, will speak at The Business of Family: Protecting the Matriarch and Patriarch Webinar and Q&A session hosted by Burns & Levinson.