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Previous events

Oct 22,2020


Pathstone Director, Liz Shea, will speak at Women in Wealth Management Summit


Liz Shea will speak on a panel discussing “Starting Up and Standing Out,” which will explore questions such as: How do you create a sustainable work/life balance? How do you find a mentor and harness strong Business Development skills? In addition panelists will cover the challenges, advantages, and opportunities female advisors face early on in their careers.

Oct 07,2020


Pathstone Executive Managing Director, John Elmes, will speak at the Practice Management RIA Summit.


John Elmes will address the topic of “Individualizing your RIA” at the Practice Management RIA Summit hosted by Portfolio Summits.

Sep 24,2020


Pathstone Co-CEO Allan Zachariah will speak on Effective Family Office Podcast

Family Office

Allan Zachariah will speak about “Breaking Up the Family Office: Splitting, Financing, and Structuring – When Family Members Want Their Own Family Office” on the Effective Family Office Podcast with Angelo Robles.