Pathstone
Melissa Harkey is a seasoned finance professional currently serving as a Manager at Pathstone Federal Street since April 2014, where the focus is on strategic wealth management and investment services for multigenerational families and institutions. Prior experience includes a role as Tax Manager at EY from October 2008 to April 2014, specializing in holistic tax and financial planning for high-net-worth individuals and entrepreneurs. Earlier, Melissa held positions as Senior Tax Accountant at Deloitte and Tax Staff Accountant, demonstrating a strong foundation in tax-related services. Melissa earned a Master's of Accountancy in Accounting from the University of Florida between 2001 and 2005.
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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