Pathstone
Cassandra Puhalla, CFA, currently serves as a Managing Director and Shareholder at Pathstone, assuming the role following the acquisition of Crestone Capital LLC in April 2024. Prior to this position, Cassandra was a Senior Director of Client Advisory at Crestone Capital from May 2021 to April 2024, where the focus was on providing wealth management services to a select clientele. Cassandra’s extensive experience at J.P. Morgan Asset Management spanned from 2014 to 2021, where roles included Executive Director and Portfolio Manager within Multi-Asset Solutions, alongside prior positions as Vice President and Associate. Cassandra began a career at J.P. Morgan Private Bank as an Analyst from 2011 to 2014 and held a Summer Analyst position in 2010. Educationally, Cassandra holds a Bachelor of Arts degree in Commerce, Organizations, & Entrepreneurship from Brown University, earned in 2011.
This person is not in the org chart
This person is not in any offices
Pathstone
2 followers
Pathstone is The Family Office. Powered by innovation, built for every generation, and expertly delivered. Pathstone creates a distinct culture of innovation built on the timeless foundation of trust and service traditionally delivered by family offices. We deliver the ultimate client experience in an era of constant change. Who we serve: 1. FAMILIES & INDIVIDUALS - Family office benefits and solutions—simplified A comprehensive suite of family office services tailored to your specific requirements. Innovative solutions and strategies are designed to enhance your net results and achieve your objectives. Exclusive client experience crafted to your desired outcomes. 2. FAMILY OFFICES - Turbo-charge your existing family office Proprietary portfolio execution and reporting system designed to reduce fees, cut taxes, enhance results, and provide controls and information in ways we believe were not possible before. We provide creative solutions and tested strategies to complement your existing family office. Deep investment research, access, solutions, and tools to provide your family office the flexibility to outsource certain investment components. 3. FOUNDATIONS & ENDOWMENTS - Fiduciary advice to support your fiduciary responsibilities Investment counsel, process and solutions built to distinctively serve trustee and committee-directed portfolios. We provide results-oriented impact investment solutions inclusive of measurement and reporting tools. Comprehensive services to manage your complete back office or simply complement your existing organization. Locations in Arizona, California, Colorado, D.C. Metro, Florida, Georgia, Massachusetts, New Jersey, New York, Rhode Island, Texas, Washington, and Wyoming. For more information, please see our web site – www.pathstone.com