Michelle Epstein
CFP®
Associate Director
- Shareholder
Michelle Epstein is an Associate Director based out of Pathstone’s Washington, DC area office. She is part of the Pathstone team responsible for providing customized wealth management solutions to some of the firm’s larger ultra-high net worth clients. Michelle advises on portfolio construction, asset allocation, and estate and tax plan implementation. Serving as the main point of contact for clients, Michelle supports their individual investment objectives and reporting needs. She is a member of the HerPath committee.
Before joining Pathstone, Michelle served as an Investment Management Associate at Convergent Wealth Advisors, providing holistic financial advice and outsourced financial family office solutions to UHNW clients and institutions. Prior to her role at Convergent, Michelle served as a Senior Operations Associate at Pioneer International Services, a wealth management firm based out of Tel Aviv, supporting a global ultra high net worth clientele.
Michelle earned her Bachelor of Commerce Degree in Business Management and Finance from Ryerson University in Toronto, Canada.
Outside of work, Michelle enjoys outdoor activities and spending time with her family.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Group
Certification
Office
Michelle Epstein is an Associate Director based out of Pathstone’s Washington, DC area office. She is part of the Pathstone team responsible for providing customized wealth management solutions to some of the firm’s larger ultra-high net worth clients. Michelle advises on portfolio construction, asset allocation, and estate and tax plan implementation. Serving as the main point of contact for clients, Michelle supports their individual investment objectives and reporting needs. She is a member of the HerPath committee.
Before joining Pathstone, Michelle served as an Investment Management Associate at Convergent Wealth Advisors, providing holistic financial advice and outsourced financial family office solutions to UHNW clients and institutions. Prior to her role at Convergent, Michelle served as a Senior Operations Associate at Pioneer International Services, a wealth management firm based out of Tel Aviv, supporting a global ultra high net worth clientele.
Michelle earned her Bachelor of Commerce Degree in Business Management and Finance from Ryerson University in Toronto, Canada.
Outside of work, Michelle enjoys outdoor activities and spending time with her family.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
