As Co-CEO of Pathstone, Allan Zachariah supervises a highly experienced, multidisciplinary team of specialists that delivers comprehensive family office solutions to high-net-worth individuals and families. Allan is a partner and also a member of the firm’s Executive Committee and Board of Managers. Allan has over 35 years of professional experience designing sophisticated wealth transfer strategies for family businesses and high net worth individuals and is a frequent speaker on wealth transfer techniques and family office issues.
Prior to Pathstone, Allan was an Executive Managing Director of Pathstone Family Office. In 2000, as a Managing Director of Harris myCFO, he opened the Atlanta office of myCFO and led the office through a period of significant growth, increasing assets under advisement to more than $1 billion during his tenure. He also assisted in the opening of the Northeast office of Harris myCFO in 2006 and became Co-Managing Director of East Coast operations in 2007.
Allan has also served as a partner and National Director of Estate Planning for Grant Thornton and as a partner and member of the National Estate and Gift Planning Team at BDO Seidman, both in Atlanta. He began his career as an accountant with the Louisville, KY office of Arthur Andersen developing the office’s Family Wealth Practice and the Real Estate Service Group for Kentucky and Southern Ohio.
Allan earned his bachelor’s degree in accounting from the University of Kentucky. He is a member of the American Institute of CPAs, the Georgia Society of CPAs and the Board of Governors for the Buckhead Club. He is also a member of the National Board of Governors of the American Jewish Committee and the Advisory Board to the University of Kentucky Von Allmen School of Accountancy.