Emily Bless
CFA®
Director
- Shareholder
As a Director and shareholder in Pathstone’s Philadelphia metro area office, Emily works with ultra high net worth families and individuals to execute a wealth management plan that meets their lifestyle, estate, and charitable goals. She develops and implements bespoke investment policies and asset allocations for each client.
Emily joined Pathstone in 2023 and began her investment career in 2009 at Veritable, LP as a Research Analyst reviewing hedge and mutual funds before transitioning to a client-facing role in 2012. She is now a key member of a team that manages over $1 billion in liquid assets for several families.
Emily is a graduate of Tufts University where she earned a BA in Psychology with a concentration in Clinical Psychology. She is a CFA® charterholder and a member of CFA Society Philadelphia.
Emily, her husband Matthew, and daughter Wynne enjoy cultivating their hobby farm and making music together. Emily is also a board member of the Chester County Library.
Group
Certification
Office
As a Director and shareholder in Pathstone’s Philadelphia metro area office, Emily works with ultra high net worth families and individuals to execute a wealth management plan that meets their lifestyle, estate, and charitable goals. She develops and implements bespoke investment policies and asset allocations for each client.
Emily joined Pathstone in 2023 and began her investment career in 2009 at Veritable, LP as a Research Analyst reviewing hedge and mutual funds before transitioning to a client-facing role in 2012. She is now a key member of a team that manages over $1 billion in liquid assets for several families.
Emily is a graduate of Tufts University where she earned a BA in Psychology with a concentration in Clinical Psychology. She is a CFA® charterholder and a member of CFA Society Philadelphia.
Emily, her husband Matthew, and daughter Wynne enjoy cultivating their hobby farm and making music together. Emily is also a board member of the Chester County Library.
