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Sharon Gupta

Director

  • Executive Committee

Sharon H Gupta is a key member of the Chief Marketing Office and Director of Marketing and Business Development at Pathstone. She oversees the Firm’s marketing efforts including brand, communications, digital, events, and PR, as well as sales strategy and prospecting. Sharon is part of the Executive, FuturePath, and Impact Committees. Also, she serves as a mentor to Pathstone’s next generation of leaders and advisors through the Firm’s FuturePath initiative and co-directs the HerPath initiative.

With over 20 years of experience in the industry, Sharon is an experienced executive who specializes in High Net Worth marketing and branding.  Previously, Sharon was Vice President of Marketing and Communications at Dynasty Financial Partners, a strategic partner of The Rudin Group, and led the marketing efforts at Fortigent (Fortigent was purchased by LPL Financial in 2012).

Sharon began her career in wealth management at Lydian Wealth Management, an independent RIA, where she was a Senior Client Service Associate servicing Ultra High Net Worth and High Net Worth families. She later transitioned over to the Lydian Advisor Solutions Unit where she was instrumental in building out the client service model and establishing the brand that later became Fortigent.

She is a native of Maryland, currently resides in Chicago, and is involved with the Chicago Financial Women’s Organization.  She holds the Series 65 and received a BA degree in Social Work from the Catholic University of America.

Group

Executive Committee

Management & Operations

Business Development & Marketing

Office

California

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Sharon H Gupta is a key member of the Chief Marketing Office and Director of Marketing and Business Development at Pathstone. She oversees the Firm’s marketing efforts including brand, communications, digital, events, and PR, as well as sales strategy and prospecting. Sharon is part of the Executive, FuturePath, and Impact Committees. Also, she serves as a mentor to Pathstone’s next generation of leaders and advisors through the Firm’s FuturePath initiative and co-directs the HerPath initiative.

With over 20 years of experience in the industry, Sharon is an experienced executive who specializes in High Net Worth marketing and branding.  Previously, Sharon was Vice President of Marketing and Communications at Dynasty Financial Partners, a strategic partner of The Rudin Group, and led the marketing efforts at Fortigent (Fortigent was purchased by LPL Financial in 2012).

Sharon began her career in wealth management at Lydian Wealth Management, an independent RIA, where she was a Senior Client Service Associate servicing Ultra High Net Worth and High Net Worth families. She later transitioned over to the Lydian Advisor Solutions Unit where she was instrumental in building out the client service model and establishing the brand that later became Fortigent.

She is a native of Maryland, currently resides in Chicago, and is involved with the Chicago Financial Women’s Organization.  She holds the Series 65 and received a BA degree in Social Work from the Catholic University of America.