Emily Bless

CFA®

Director

  • Shareholder

Emily Bless, CFA®, is a Director and shareholder in Pathstone’s Philadelphia metro area office, working 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 $1.8 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 their two young children enjoy cultivating their hobby farm and making music together. Emily is also a board member of the Chester County Library.

A Chartered Financial Analyst (CFA®) is a professional designation given by the CFA Institute that measures and certifies the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management, and security analysis.

Group

Advisory Services

- Client Advisory

Certification

CFA®

Office

Philadelphia Metro Area

Contact & Locations

Emily Bless, CFA®, is a Director and shareholder in Pathstone’s Philadelphia metro area office, working 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 $1.8 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 their two young children enjoy cultivating their hobby farm and making music together. Emily is also a board member of the Chester County Library.

A Chartered Financial Analyst (CFA®) is a professional designation given by the CFA Institute that measures and certifies the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management, and security analysis.

Offices

Scottsdale, AZ

Contact & Locations

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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Aerial view of New York City

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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