Pathstone
Mark Peters has extensive experience in the financial advisory industry. Mark served as the Managing Director at Pathstone, an independent advisory firm that offers wealth management and investment services to multigenerational families and institutions. Prior to their role at Pathstone, Mark was a Principal at Federal Street Advisors, a conflict-free wealth advisory firm that specializes in working with high net worth individuals, nonprofits, and foundations. Pathstone Federal Street was formed when Federal Street Advisors merged with Pathstone. Mark has expertise in working with clients in transition and generational wealth transfer, as well as aligning investments with values or mission.
Mark Peters holds a Master of Business Administration (MBA) degree with concentrations in Finance and Marketing from the University of Connecticut School of Business. Prior to that, they completed a Bachelor of Arts (B.A.) degree in Political Science from Colorado College. Additionally, Mark has obtained a certification as a Chartered Financial Analyst (CFA). No specific information regarding the institution or the year of certification is provided.
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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