Cassandra Puhalla

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.