Pathstone has been selected as a finalist in the following categories at the Eleventh Annual Family Wealth Report Awards 2024 program.
- Multi-Family Office ($15 Billion AuM/AuA and above): Pathstone
- Outstanding CEO (Chief Executive Officer): Matthew Fleissig – Pathstone CEO, Englewood NJ
- Women in Wealth Family Office (Individual): Kelly Maregni – Pathstone President, Boston, MA
- Rising Star Under 40: Jeffrey Scheer – Executive Managing Director, Boston, MA
- Rising Star Under 40: James Whalen – Managing Director, D.C. Metro Area, (Potomac), MD
- Rising Star Under 40: Carly Bradshaw – Director, Bellevue, WA
The annual Family Wealth Report Awards program recognizes the most innovative and exceptional firms, teams and individuals serving the family office, family wealth and trusted advisor communities in North America.
Pathstone’s sister company Willow Street, based in Jackson Hole, WY was also recognized as a finalist in the Fiduciary and Trust Services category.
Winners will be announced on 2 May 2024 at the Gala Ceremony at the Mandarin Oriental Hotel in Manhattan, New York.
