Events

Upcoming events

Tiburon CEO Summit XLVI

Pathstone’s CEO, Matt Fleissig, will sit on a panel with other CEOs to discuss “Wealth Management: Leading Nationwide Fee-Based Financial Advisors (RIAs)” at Tiburon CEO Summit XLVI.

Photo of filming at Pathstone Events

Upcoming Events

Apr 10,2024

Tiburon CEO Summit XLVI

Boston, MA

Pathstone’s CEO, Matt Fleissig, will sit on a panel with other CEOs to discuss “Wealth Management: Leading Nationwide Fee-Based Financial Advisors (RIAs)” at Tiburon CEO Summit XLVI.

Mar 14,2024

Gift and Financial Planning Virtual Seminar

Webcast

The YWCA of Seattle/King/Snohomish is hosting a webinar in Q1 of 2024 to help educate on the intricacies of estate planning.

Managing Director of Pathstone and longtime YWCA supporter, Sue Peterson, CFA, is hosting and speaking at the “Gift and Financial Planning Virtual Seminar.”

Mar 07,2024

Confluence 2024 Practitioners Gathering

Denver, CO

Pathstone is a proud sponsor for this year’s Confluence 2024 Practitioners Gathering.

Managing Director of Pathstone, Katherine Pease, will be moderating a panel on Thursday during the four-day event.

Mar 06,2024

2024 Family Wealth Alliance Summit

San Diego, CA

Kelly Maregni, President of Pathstone, will be serving as co-chair and speaker at the 2024 Family Wealth Alliance (FWA) Summit.

As a panelist on “M&A: Running the Business Post-Acquisition,” she will be discussing how to navigate the difficult nuances that arise following an acquisition.

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Bellevue, WA

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Seattle, WA

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