Pathstone’s Mission to Become the Nation’s Largest Fiduciary for the Ultra Wealthy

Growth Leaders of Wealth Management
04/11/2024 1h 12min
Pathstone’s Mission to Become the Nation’s Largest Fiduciary for the Ultra Wealthy

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Episode Synopsis

What does it take to become the first national brand for a fiduciary family office? Our guests in this episode feel like they’re on track to make it happen in the next five years!Join us as we explore Pathstone’s journey from single family office to 23 locations, 750 team members, and $100 billion in assets under advisement and administration. In this episode, we’re joined by Matthew Fleissig, Co-founder and CEO of Pathstone, along with President Kelly Maregni, CMO Lauren Fryefield, and private equity investor Brad Armstrong of Lovell Minnick Partners.Connect with us: Meg Carpenter on LinkedInMatthew Fleissig on LinkedInKelly Maregni on LinkedInBrad Armstrong on LinkedInLauren Fryefield on LinkedInPathstoneWant to learn more…Visit ficommpartners.com

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