Pathstone
Amanda Oren, MAcc, is a Manager at Pathstone Federal Street, where employment commenced in July 2017, following roles as an Advisor and Associate within the same firm. Pathstone Federal Street specializes in strategic wealth management and customized investment services for multigenerational families and institutions. Prior to joining Pathstone, Amanda Oren worked as an Accountant at the Georgia Office of the State Treasurer, gaining experience in cash flow management and financial reporting. A brief stint as a Tax Intern at Howard Moore & McDuffie involved preparing individual tax returns and supporting various accounting projects. Amanda Oren earned a Master of Accountancy and a Bachelor of Business Administration in Accounting from Mercer University’s Stetson School of Business and Economics.
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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