Pathstone President Matthew Fleissig named Leading Individual (MFO) at the Family Wealth Report Awards 2021. Read more.
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Jeff Scheer will deliver a presentation to a Sustainable Finance class at Columbia University on the “Role of an Investment Consultant”
Christine Fu-Shapiro will speak on a panel titled “Increasing your Agility and Marketing to a New Generation,” discussing Marketing, Customer Service, and User Experience strategies to reach the next generation.
Erika Karp spoke at the “Impact Investing: Consciously Aligning Profit with Social & Environmental Purpose” session of the Conscious Capitalism in Action Virtual Gatherings
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