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.

 

  • 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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  • 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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    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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    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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  • Lisa Graf

    Senior Associate

    Lisa Graf is a Senior Associate 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.…
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  • Robert McInerney

    Associate Director

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    James Whalen

    Director

    As an Associate Director, James (Jimmy) Whalen serves as both the main point of contact as well as support to many of Pathstone’s most complex client relationships. Based out of the firm’s Washington D.C. Area office, Jimmy is part of the team responsible for customizing financial solutions designed to meet clients’ individual needs, goals, and…
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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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  • Gracie Perez

    Senior Associate

    Gracie Perez is a Senior Associate in our Atlanta office and has been with Pathstone since June 2018. She works on our Accounting and Financial Reporting (“AFR”) preparing tax returns and quarterly financial reports and assisting with accounting requests for our clients.  
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    Joe Dixon

    Associate Director

    Joe H. Dixon, III, a CFP®* professional and Associate Director in the firm’s Atlanta office, serves as a main point of contact for several of Pathstone’s clients. His focus is in tax compliance, estate planning, restructuring with family office management companies and carried interest structures, and other family office services. He manages, develops, and mentors…
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  • Ryan Siegel

    Senior Advisor

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Boston, MA

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Englewood, NJ

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Austin, TX

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Bellevue, WA

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Seattle, WA

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Washington, DC

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