Events

Pathstone curates an exclusive selection of events for our community to provide the opportunity for thought-leadership, education, and unforgettable experiences. In addition Pathstone thought-leaders present on industry panels to continue our mission to educate and empower.

Photo of filming at Pathstone Events

Previous Events

Jun 26,2023

Erika Karp Speaking at GreenFin

Boston, MA

Despite ESG frameworks and rankings’ imperfections, they are impacting billions of investments. And, hundreds of trillions more are needed to realize a just transition to a decarbonized global economy.

GreenFin 23 will convene an influential audience of finance, investment and sustainability professionals to share insights, address key challenges and showcase leading sustainable financial products and services.

Jun 21,2023

1:00 PM ET

Kelly Maregni Speaking: Serving the Ultra High Net Worth Client - Insights and Opportunities

Virtual

Topics will include:

  • How the RIA model is well-positioned to serve the ultra-wealthy
  • Technology that can help advisors effectively serve their most important client
  • How to create the ideal client experience
  • Best practices for winning this segment

Jun 05,2023

Erika Karp Speaking at The Carlyle Florence Forum

Florence, Italy

On behalf of family wealth-holders, Carlyle convene ‘Call-to-Action Forums’ and working sessions focused on accelerating the advancement of specific initiatives in business, impact investing or philanthropy.

Offices

Scottsdale, AZ

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Los Angeles, CA

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Lakewood, CO

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Alexandria, VA

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Maryland

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Naples, FL

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Street view of Winter Park Florida Pathstone Office

Winter Park, FL

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Atlanta, GA

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Boston, MA

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Englewood, NJ

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Aerial view of New York City

New York, NY

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Providence, RI

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Austin, TX

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Bellevue, WA

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Seattle, WA

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