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. Values-Aligned and Impact Investing
  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.

 

  • IInvestment Oversight CommitteeSShareholder

    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…
    Read More
  • SShareholder

    Christine Fu

    Manager

    Christine Fu is a Manager 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, FuturePath,…
    Read More
  • BBoard of ManagersLLeadership TeamSShareholder

    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…
    Read More
  • IInvestment Oversight CommitteeSShareholder

    Christopher Martin

    Director

    Chris Martin is a shareholder 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.
    Read More
  • IInvestment Oversight CommitteeSShareholder

    Kenneth Hart

    Executive Managing Director

    Ken is the Executive Managing Director of Pathstone’s three Pacific Northwest regional offices, where he serves as a local resource to his talented teammates and works to ensure that clients have access to the firm’s deep resources as the team works collaboratively to deliver meaning, impact and results. Ken also himself serves as an advisor…
    Read More
  • SShareholder

    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…
    Read More
  • LLeadership TeamIInvestment Oversight CommitteeSShareholder

    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…
    Read More
  • SShareholder

    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…
    Read More
  • BBoard of ManagersLLeadership TeamIInvestment Oversight CommitteeSShareholder

    Steve Braverman

    Co-Chairman

    Steve is a co-founder and serves as Co-Chairman of Pathstone, 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 June 2022. Steve’s professional…
    Read More
  • SShareholder

    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 14 years’ experience, Jesse has led coordination and advising for clients on a range of complex solutions related to investment, estate, tax and…
    Read More
  • Oscar Perez

    Senior Advisor

    Oscar Perez is a Senior Advisor based out of Pathstone’s New Jersey Office, who works alongside several Managing Directors and Directors serving ultra high net worth individuals, family offices, and institutions. Specifically, Oscar helps to provide a range of services including portfolio construction, asset allocation, goals based and liability based investing, investment performance reporting and…
    Read More
  • Jeff Cianci

    Associate Director

    Read More
  • SShareholder

    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,…
    Read More
  • SShareholder

    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…
    Read More
  • Zachary Finn

    Associate

    Zach works in the Capital Markets group at Pathstone. He is responsible for being the point of contact between the client advisory teams and custodians, asset movement, account maintenance, and ad hoc projects.
    Read More
  • SShareholder

    Ryan Siegel

    Associate Director

    Ryan Siegel is an Associate Director at Pathstone. Ryan serves on the Client Advisory Team for numerous high-net-worth and ultra-high-net-worth clients. He helps provide customized financial solutions to meet clients’ needs, goals, and wealth objectives. Ryan is skilled in portfolio maintenance, asset allocation, investment performance analysis, financial reporting, and plan implementation. In addition, as a…
    Read More
  • 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…
    Read More

Offices

Scottsdale, AZ

Contact & Locations

Los Angeles, CA

Contact & Locations

Lakewood, CO

Contact & Locations

Alexandria, VA

Contact & Locations

Maryland

Contact & Locations

Naples, FL

Contact & Locations
Street view of Winter Park Florida Pathstone Office

Winter Park, FL

Contact & Locations

Atlanta, GA

Contact & Locations

Boston, MA

Contact & Locations

Englewood, NJ

Contact & Locations
Aerial view of New York City

New York, NY

Contact & Locations

Providence, RI

Contact & Locations

Austin, TX

Contact & Locations

Bellevue, WA

Contact & Locations

Seattle, WA

Contact & Locations