This is the former page for Pathstone - The Modern Family Office, please follow us at @Pathstone for updates, articles and more!
Joined December 2009
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Congratulations to our President, Matthew Fleissig, for winning Leading Individual (MFO) for the Family Wealth Report Awards 2021 bit.ly/3b7KfCJ
Join @NEIDonors @synergos @FidelityChrtbl @APForg April 8th at their @SkollWorldForum Session on #Impact #Networks & International #Philanthropy. Hear from an expert panel on how collective networks can achieve #systemic change. RSVP: conta.cc/36zVox6 @SkollFoundation
Pathstone retweeted
We are thrilled to announce that @Pathstone ESG & Impact Analyst Jude Erondu was selected as one of Financial Planning's 2021 Rising Stars, which celebrates 10 early-career financial professionals who are on a trajectory to make a difference in the industry. @finplan
Pathstone retweeted
We are proud to announce that @Pathstone Chief Impact Officer Erika Karp is a recipient of the "See It Be It Role Model" Award from @InvestmentNews' 2021 Excellence in Diversity, Equity & Inclusion Awards!
bit.ly/3yz5PcT
#INdiversity #smartinawaythatmatters
Don't miss this panel! Follow us at @Pathstone
Don't miss @Pathstone Managing Director John Workman on @ICPortfolio's panel: "Death of 60/40 & the New Perfect Portfolio" panel, they will discuss future proof portfolio balancing & more!
08/05 at 1:45 PM ET
Learn more / register: bit.ly/37c8rkV
Pathstone retweeted
Don't miss @Pathstone Managing Director John Workman on @ICPortfolio's panel: "Death of 60/40 & the New Perfect Portfolio" panel, they will discuss future proof portfolio balancing & more!
08/05 at 1:45 PM ET
Learn more / register: bit.ly/37c8rkV
We've moved - follow us at @Pathstone!
What makes a #singlefamilyoffice a modern family office? Addressing the unique & evolving needs of every generation & stage of life involved in the relationship. here are the six top trends driving our conversations with clients: bit.ly/36Z4Czm
#smartinawaythatmatters
We've moved! Follow us @Pathstone
The challenges of the past year has let to increased concerns over inflation in the global markets, but are these trends here to stay? @Pathstone Chief Impact Officer @YourErikaKarp shared her thoughts on inflationary trends& more w/ @Bloomberg
bloom.bg/3eRjrs5
We've moved! Follow us at @Pathstone
Looking to do something #smart for your career? Consider joining Pathstone! We are currently seeking qualified candidates for our team: bit.ly/3r8BZsJ
We've moved to a new page! Follow @Pathstone for updates, articles and more!
As #millennial investors inherit more wealth, there is more interest in #ESG values & aligning investment portfolios with one's values than ever before. Check out the Top 3 Interesting Questions Millennial Investors are asking us: bit.ly/3hr1BxN
#smartinawaythatmatters
We've moved to a new page! Follow @Pathstone for updates, articles and more!
@Pathstone is proud to present our new report ‘Investing in Regenerative Agriculture’ Feat. articles from leading voices @SavoryInstitute @Forum4theFuture @AsYouSow @SeedCommons @IACupdate @FairFoodNetwork & more!
#regenerativeagriculture #ESG #impact
bit.ly/3hI8Vnv
The global pandemic highlighted societal inequities and issues with our existing infrastructure, especially in our global food supply.
But how have these challenges driven new technology and innovation? bit.ly/3AmBtLZ
In observance of the 4th of July, our offices will be closed on Monday 07/05/21. Hope everyone has a safe and wonderful holiday weekend!
Are you ready to align your values with your investments? Here are some of the most important questions we get from clients about #ESG & #Impact Investing. bit.ly/3jzEt1M
#smartinawaythatmatters #ESG #esginvesting
Despite evidence that women-led businesses have a positive impact on economic recovery, 70% of women-owned businesses lack access to adequate financial services. Our #HerPath team explores trends in #genderlensinvesting that are changing this dynamic: bit.ly/3qCZVUR
Planning for the future is important but consistent family meetings are great for short-term goals and connect in the present. @Pathstone's advisory team takes a closer look: bit.ly/35YwHGD
Want to get started? @Pathstone can help! [email protected]
We were proud to sponsor the @JudgeBakerCC 2021 Golf Tournament! This tournament raises money to promote the best possible mental health of children & families through research, intervention, training & advocacy.
Can #Bitcoin Go Green? Mining Bitcoin requires a large amount carbon-intensive fossil fuels but can the process become #ESG-compliant? We look at this & more in this month's #Sustainable Investing Highlights: bit.ly/3xI4tM6
#smartinawaythatmatters #sustainableinvesting
Don't miss your chance to register for the #FuturePath webinar! Successful coffee industry #Entrepreneur & author Josh Dick will share stories & important lessons on #entrepreneurship & owning your legacy. 06/24 at 1:00 pm ET
To register / learn more: ringcentr.al/3iqa5pO
