Pathstone
Charles Walsh has a diverse work experience that spans several decades. Charles started their career at Chase Manhattan Bank in 1980, where they served as Vice President until 1987. Charles then moved on to Fleet Financial/BancBoston, where they held the position of Senior Vice President for 15 years. In 2002, they became the Managing Member at LongVue Advisors, a role they held until 2009. From 2009 to 2015, Charles was a Principal at Federal Street Advisors, and in 2016, they became the Managing Director at Pathstone Federal Street, a merger between Pathstone Family Office and Federal Street Advisors.
Charles Walsh has a Bachelor of Arts (B.A.) degree from Villanova University and a Master of Arts (MA) degree from Georgetown University. The specific field of study for both degrees is unknown. The start and end years for both degrees are also unknown.
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Pathstone
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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