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Previous events

Jun 21,2021


Pathstone Associate Director, Jimmy Whalen, and Senior Associate, Lisa Graf, moderate webinar: Important Lessons on Entrepreneurship from Successful Coffee Industry Entrepreneur and Author Joshua Dick


We hosted an engaging dialogue on entrepreneurship with author Joshua Dick as he explained how his simple “Grow Like a Lobster” mantra helped grow his grandfather’s small coffee business into a global business spanning 70 countries and growing sales 25 times in 15 years.

Click to View the Recording

Apr 15,2021


Pathstone Managing Director, Jeff Scheer, will present at Columbia University


Jeff Scheer will deliver a presentation to a Sustainable Finance class at Columbia University on the “Role of an Investment Consultant”

Apr 13,2021


Pathstone Senior Associate, Christine Fu-Shapiro, will speak at the Millennial Money Management Symposium hosted by Portfolio Summits


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.