FuturePath - Pathstone

FuturePath

The mission of FuturePath is to educate the rising generation, provide a community of peers, and empower them to take an active role in their family legacy.

The younger generations of highly affluent families have the opportunity of preserving and expanding their family’s legacy. In today’s world information is constantly evolving making it difficult to know what decision is right for you and your family. Who can you turn to get questions answered for the problems of tomorrow?

The FuturePath initiative by Pathstone is designed to tackle this question by directly engaging with the rising generation to ensure they are equipped with the knowledge and skills necessary to act as strong stewards of their family wealth.

We aim to educate on the creation and preservation of wealth through shared learning, interactive events, and peer engagement. The future leaders of Pathstone partner with the rising generation of clients to guide, teach, and empower them.

6 FuturePath Fundamentals

  1. Investments
  2. ESG
  3. Budgeting
  4. Tax
  5. Philanthropy
  6. Estate Planning

Participants will network with other clients and build relationships with Pathstone experts. FuturePath equips participants with the tools they need to achieve their dreams.

 

  • Justin Stoessel

    Associate

    Justin is an Associate at Pathstone’s Atlanta office, where he serves clients through various tax-related and other financial or consulting services.  He also collaborates with Pathstone’s other client service teams to help build customized strategies to seek the greatest balance between clients’ short- and long-term objectives.
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    Kelly Maregni

    President

    Kelly Maregni is the President of Pathstone, the Modern Family Office, which serves families, family offices, and endowments and foundations. Kelly is the strategic leader and visionary of the Advisory practice, which includes Investment Advisory, Research, Tax, Accounting, Wealth Planning, and the Regional Leadership Teams. Kelly is a shareholder, a voting member of the firm’s…
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  • Ryan Siegel

    Senior Advisor

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    Jesse Thomas

    Director

    As a Director in the firm’s Seattle, WA office, Jesse is responsible for providing highly-customized solutions designed to improve and simplify the financial lives of the clients he serves. With more than 11 years’ experience, Jesse has led coordination and advising for clients on a range of complex solutions related to investment, estate, tax and…
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    Joe Dixon

    Director

    Joe H. Dixon, III, a Director in the firm’s Atlanta office, serves as the main point of contact for several of Pathstone’s clients. In partnership with others, he leads the tax services department and works to maintain processes that ensure quality tax services for clients. His focus is on tax compliance, estate planning, restructuring with…
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    Sharon Gupta

    Director

    Sharon H Gupta is a key member of the Chief Marketing Office and Director of Marketing and Business Development at Pathstone. She oversees the Firm’s marketing efforts including brand, communications, digital, events, and PR, as well as sales strategy and prospecting. Sharon is part of the FuturePath and Impact Committees. Also, she serves as a…
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    Kayly Gerowski

    Associate Director

    Kayly Gerowski is an Associate Director at Pathstone.  Ms. Gerowski serves as an Investment Advisory Services Lead for many of the company’s clients and is responsible in assisting and monitoring investment reporting. In addition to her role on the Investment Advisory Services team, Kayly is cross-trained in the Accounting & Financial Reporting department where she…
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  • Hannah Higgins

    Advisor

    Hannah is an Advisor in Pathstone’s Colorado location. She is a part of the Pathstone team that supports high-net-worth clients focused on impact investing. She helps provide tailored portfolios to meet clients’ desires for responsible and profitable investment. Hannah works closely with Pathstone’s operations team to execute and implement her client’s needs.
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    James Whalen

    Managing Director

    As a Managing Director and Partner in Pathstone’s Washington, D.C. office, James (Jimmy) Whalen serves as the main point of contact to many of Pathstone’s most complex $100M+ client relationships. Jimmy is responsible for advising families on a variety of wealth management issues, including liquidity event transition, investment management, trust and estate planning, income taxes,…
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  • Julianne Slavin

    Analyst

    Julianne is an Investment Research Analyst based in the Boston Office. She is responsible for organizing investment data into reports, processes, and analytical tools to support the investment decision-making process.
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    Christopher Martin

    Director

    Chris Martin is a Partner of the firm and Director of Alternatives Research. He is responsible for managing the day-to-day due diligence and selection of alternative investment strategies and investment managers for the firm’s clients. Chris is a member of the firm’s Chief Investment Office and a voting member of the Investment Committee.
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  • Christine Fu

    Senior Associate

    Christine Fu is a Senior Associate of Marketing in the Los Angeles office and is responsible for the Firm’s social media strategy. In addition to her marketing responsibilities, she provides executive level support to the Co-CEO, Steve Braverman, and assists in operations for the team. She is a member of the Firm’s next generation initiative,…
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  • Jeff Cianci

    Senior Analyst

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    Steve Braverman

    Co-Chairman

    Steve is a co-founder and serves as Co-Chairman of Pathstone, the Modern Family Office, which serves families, family offices, and endowments and foundations. He is a shareholder and a voting member of the firm’s Investment Oversight Committee and serves on the firm’s Executive Leadership Team. He served as Co-CEO from the inception of Pathstone through…
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    Julia Sears

    Associate Director

    Julia Sears is an Associate Director at Pathstone.  She serves as an Accounting and Financial Reporting Manager for many of the company’s clients and ensures that clients’ ongoing accounting and financial needs are being met.
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    John Workman

    Managing Director

    As Managing Director of Investment Strategy and member of the firm’s Chief Investment Office and Investment Committee, John Workman is responsible for charting the strategic direction of Pathstone’s client investment portfolios. John’s eighteen-plus years of experience has groomed him for a hybrid role that encompasses both client and portfolio management responsibilities as well as leadership…
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  • Lisa Graf

    Manager

    Lisa Graf is a Manager of Marketing and Business Development for Pathstone. She is a creative, passionate marketer who loves turning bold ideas into impactful and memorable experiences that better connect brands to their audiences. At Pathstone, Lisa focuses on developing marketing and growth strategies that build deeper, more value-oriented relationships with our clients. She…
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    Allan Zachariah

    Co-Chairman

    Allan Zachariah is a co-founder and serves as Co-Chairman of Pathstone, the Modern Family Office, which serves families, family offices, and endowments and foundations. He is a shareholder and a member of the firm’s Executive Leadership Team. He served as Co-CEO from the inception of Pathstone through June 2022. Allan has over 41 years of…
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