Pathstone Family Office

Pathstone Family Office, established in 2010 and based in New Jersey, specializes in wealth management and investment advisory services for families, family offices, and institutions throughout the United States. The firm provides a comprehensive range of financial advisory services, including asset management, financial planning, property management, estate planning, financial reporting, and risk management. By focusing on creating, managing, and preserving wealth, Pathstone aims to meet the diverse financial needs of its clients.

Steven Braverman

Co-Founder, Co-Chairman of the Board of Managers, Member of the Investment Oversight Committee and Shareholder

Clark Davis

Managing Director and Shareholder

Matt Fleissig

Co-Founder, Board Member, CEO and Member of the Investment Oversight Committee

Paul Gloth

Shareholder, Executive Managing Director and Member of Investment Committee

Erika Karp

Chief Impact Officer and Executive Managing Director

Sarb Shah

Managing Director, Investment Research and Member of the Investment Oversight and Strategy and Private Markets Committees & Shareholder

Allan Zachariah

Co-Founder and Co-Chairman

1 past transactions

Cornerstone Capital

Acquisition in 2021

Cornerstone Capital Group provides investment advisory and wealth management services to individuals, family offices, endowments, and foundations through offices in New York and Denver. It also offers corporate advisory services to organizations seeking to effectively engage shareholders and other stakeholders on material sustainability initiatives.

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