Martisha Patterson
CFP
Associate Director
Martisha Patterson is an Associate Director based in Pathstone’s Englewood, NJ office. She serves as the Advisory Services Lead and client service coordinator for various high net worth clients and family office relationships. In her role, she works closely with Executive Managing Director Jeff Scheer to produce and execute thoughtful solutions designed to meet clients’ unique financial objectives. These solutions include personalized portfolio construction, asset allocation advice, family office management, cash flow engineering, and estate planning.
Martisha joined the firm after working as a wealth planner with Peapack Private Wealth Management, serving ultra and high net worth clients. Martisha spent over 21 years with BNY Mellon in their Wealth Management practice, serving in a variety of roles, culminating as a Vice President and senior member of Relationship Management. She was responsible for new business and maintaining existing relationships, while coordinating with investment, legal, and compliance professionals, serving single and multi-family office clients.
Martisha is a Certified Financial Planner ™ professional and a graduate of Pace University’s Lubin School of Business. She is a member of the Metro New York Chapter of the Financial Planning Association where she served in various leadership positions, including three terms as a Board member.
Group
Certification
Office
Martisha Patterson is an Associate Director based in Pathstone’s Englewood, NJ office. She serves as the Advisory Services Lead and client service coordinator for various high net worth clients and family office relationships. In her role, she works closely with Executive Managing Director Jeff Scheer to produce and execute thoughtful solutions designed to meet clients’ unique financial objectives. These solutions include personalized portfolio construction, asset allocation advice, family office management, cash flow engineering, and estate planning.
Martisha joined the firm after working as a wealth planner with Peapack Private Wealth Management, serving ultra and high net worth clients. Martisha spent over 21 years with BNY Mellon in their Wealth Management practice, serving in a variety of roles, culminating as a Vice President and senior member of Relationship Management. She was responsible for new business and maintaining existing relationships, while coordinating with investment, legal, and compliance professionals, serving single and multi-family office clients.
Martisha is a Certified Financial Planner ™ professional and a graduate of Pace University’s Lubin School of Business. She is a member of the Metro New York Chapter of the Financial Planning Association where she served in various leadership positions, including three terms as a Board member.
