Pathstone is an investment and wealth advisory firm serving individuals and families of significant wealth, family offices, and institutions. We seek to provide our clients with deep expertise across a range of disciplines—based on their unique circumstances. Pathstone offers investment advisory, wealth and legacy planning, professional services, and many aspects of lifestyle management, delivered in-house and integrated into a highly personalized client experience.
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Pathstone Questions
The Pathstone annual revenue was $360.9 million in 2026.
Matthew Fleissig is the CEO of Pathstone.
501 people are employed at Pathstone.
Pathstone is based in Englewood, New Jersey.
The NAICS codes for Pathstone are [561, 56].
The SIC codes for Pathstone are [628, 62].
Top Pathstone Employees
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Matthew Fleissig
Chief Executive Officer at Pathstone
New York, NY, US45 -
Alex Hart
Chief Operating Officer at Pathstone
Boston, MA, US25+ -
Austin Biery
Managing Director at Pathstone
Bothell, WA, US34 -
Michelle Johnston
Chief Financial Officer at Pathstone
Leawood, KS, US5+5+ -
Kelly Maregni
President at Pathstone
Concord, MA, US12 -
Laura Andron
Managing Director, Venture Capital and Growth at Pathstone
San Francisco, CA, US23 -
Rachele Bouchand
Managing Director at Pathstone
Bellevue, WA, US24 -
Jill Jokelson
Managing Director at Pathstone at Pathstone
Philadelphia, PA, US23
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