Pathstone
Matthew Fleissig is an experienced financial leader currently serving as Chief Executive Officer and President at Pathstone since April 2010. Prior to this role, Matthew held the position of Principal at Harris myCFO Investment Advisory Services from June 2007 to April 2010, focusing on custom wealth management strategies for affluent clients. Earlier experience includes work as a Financial Planner at Goldman Sachs (September 2005 - May 2007) and as a Wholesaler at Lord Abbett (May 2003 - August 2005). Matthew earned an MBA in Finance from Fairleigh Dickinson University-Metropolitan Campus and a BS in Economics & Computer Science from Muhlenberg College.
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