July 28, 2016 9:36 AM ET

Capital Markets

Company Overview of Pathstone Federal Street

Company Overview

Pathstone Family Office, LLC, a wealth management organization, provides financial management and customized investment services to high net worth clients and their multi-generational families in the United States. It leads, informs, educates, and advises private family clients by delivering various wealth management services and solutions, such as supervising various aspects of the asset allocation, including manager and product selection, monitoring and due diligence, reporting, and the review and reconsideration of investment goals. It also provides specialized solutions, such as succession planning, M and A consultation, trust alignment, investment consolidation, and planning services, a...

285 Grand Avenue

5 Patriot Centre

Englewood, NJ 07631

United States

Founded in 2009

Phone:

201-944-7284

Fax:

888-850-7284

Key Executives for Pathstone Federal Street

Co-Founder, Managing Director, and Co-Chief Executive Officer
Co-Founder, Managing Director, and Co-Chief Executive Officer
Chief Investment Officer
Chief Compliance Officer and Chief Technology Officer
Compensation as of Fiscal Year 2016.

Pathstone Federal Street Key Developments

Pathstone Federal Street Presents at Family Office & Private Wealth Management Forum 2016, Jul-20-2016 10:30 AM

Pathstone Federal Street Presents at Family Office & Private Wealth Management Forum 2016, Jul-20-2016 10:30 AM. Venue: Hyatt Regency Newport, Newport, Rhode Island, United States. Speakers: Kristin L. Fafard, Chief Investment Officer.

Pathstone Federal Street Announces Executive Appointments

The newly formed firm Pathstone Federal Street will be led by Pathstone's Matthew Fleissig as president and Federal Street's Eric Godes and Jennifer Murtie as co-chief operating officers. Additionally, Murtie will serve as the chief marketing officer of the combined entity, while Federal Street's Kristin Fafard will continue as chief investment officer. Matthew Sher will be appointed as chief compliance officer and chief technology officer for the new firm, while Daniel Gross, Kelly Maregni, Janet Mertz, Mark Peters, and Charles Walsh will serve as new managing directors.

Pathstone Family Office, LLC Presents at Family Office & Private Wealth Management Forum-West, Oct-28-2015 10:00 AM

Pathstone Family Office, LLC Presents at Family Office & Private Wealth Management Forum-West, Oct-28-2015 10:00 AM. Venue: Napa Valley Marriott, Napa, CA, United States.

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Recent Private Companies Transactions

Type
Date
Target
Merger/Acquisition
September 25, 2015
Federal Street Advisors, Inc.
 

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