HerPath

HerPath is an initiative by Pathstone dedicated to advancing women’s financial knowledge, enabling them to be better informed and equipped to make financial decisions with confidence.

herpath-intl-womens-day

Vision

Women are powerful and can build a better path for themselves, their families, and their community when they are empowered to be financially independent.

Mission

Create a welcoming and trusting space for women to come together, exchange ideas, collaborate, learn, and help each other grow. Encourage women to play a more active and integral role in their financial lives by elevating their confidence and furthering their knowledge.

We believe that when women become more empowered in financial matters, self-assurance extends to all areas of their lives, ultimately leading to greater fulfillment overall.

Recent studies have found that women control more than half of the U.S. personal wealth, and that number is growing. Our intention behind HerPath is to create tools and strategies to help women embrace the magnitude of their role, successfully steward their wealth and navigate the financial complexities they face with confidence.

Through a series of interactive learning events, we provide our female clients an opportunity to network with one another, share experiences, ask questions and problem-solve.  By delivering educational tools and advice during these programs, we aim to advance women’s financial savviness. Specifically, HerPath offers an opportunity to connect with women that face similar challenges and opportunities.

  • Structured, yet fun, setting for a community of women to learn and grow from one another
  • Safe, non-judgmental environment allowing women to ask questions about fundamental wealth issues such as investments, philanthropy, estate planning, taxes, money management and more
  • Connecting with women facing similar challenges and opportunities
  • Sharing with the next generation of women what you wish you had known when you were younger
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    Vivien Johnson

    Managing Director

    As a Managing Director in Pathstone’s Winter Park office, Vivien provides investment advice and advanced planning for individual and institutional clients.
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  • Lynnae Brown

    Senior Advisor

    Lynnae is a Senior Advisor in Pathstone’s Bellevue office who serves as the main point of contact for numerous ultra-high-net-worth clients. She works directly with senior executives and directors in providing specific, customized financial solutions designed to meet clients’ individual needs, goals, and wealth objectives. Lynnae supports a variety of client relationships and provides a…
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    Michelle Epstein

    Associate Director

    Michelle Epstein is an Associate Director based out of Pathstone’s Washington, DC area office.  She is part of the Pathstone team responsible for providing customized wealth management solutions to some of the firm’s larger ultra-high net worth clients. Michelle advises on portfolio construction, asset allocation, and estate and tax plan implementation. Serving as the main…
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  • Karis Moran

    Associate

    Based in Pathstone’s Seattle, WA office, Karis is an Associate on the Operations Team with a primary focus on client service and office operations. Her priority is serving the firm’s clients and their utmost satisfaction.
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    Susan Peterson

    Managing Director

    As a Managing Director in Pathstone’s Bellevue, WA office, Sue specializes in helping widows and divorcees, women business owners, and executives, advising individuals and families on a variety of wealth management issues, including financial and legacy planning, investment management, and income taxes. She also serves as co-chair of HerPath, whose mission is to ensure women…
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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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    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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    Elena Vasilescu

    Managing Director

    Elena serves as a Managing Director and Partner at Pathstone’s Atlanta office, directly advising several high-net-worth multi-generational families on a variety of wealth management issues, including investment management, trust and estate planning, income taxes, and education for the next generation. Elena co-chairs the HerPath committee whose mission is to ensure women are prepared to play…
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    Susan Wittliff

    Managing Director

    Susan, a Managing Director and shareholder of Pathstone, provides strategic advice to clients designed to solidify their goals and help them to build a roadmap for the future. She places her client’s values and interests first in helping them to determine their financial strategy, believing that wealth planning and investment strategy gain true resonance when…
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    Blaire Busto

    Director

    Blaire is a Director based in Pathstone’s Seattle office. She provides personalized financial guidance to every individual, family, and institution she serves. In following Pathstone’s guiding philosophy, to always uphold the client’s best interest, Blaire builds unbiased comprehensive wealth management strategies that allow clients to enjoy life beyond wealth. By truly integrating into the lives…
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    Kelwin Conroy

    Managing Director

    Kelwin Conroy is a Managing Director and shareholder of the firm. She brings fifteen years of investor relations and marketing experience at several global financial services institutions, including UBS and Wellington Management Company, where she gained a broad understanding of diverse product areas ranging from public equities to venture capital. She directly advises both high…
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    Andrea Leech

    Director

    Andrea Leech is a Director in Pathstone’s Bellevue office, serving as a main point of contact for many of Pathstone’s high net worth and ultra-high net worth families.  Passionate about serving clients with complex financial needs, Andrea works to create, customize, and implement financial planning solutions to meet current and legacy financial planning objectives which…
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    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,…
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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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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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