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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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
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
Pathstone retweeted
Thursday, June 24 at 7am ET
@HSBC Presents:
Join @toddsears w/ esteemed panelists from @HSBC, @Pathstone, @InvescoUS, @Citi, and @KKR_Co for 'Incorporating Diversity, Equity & Inclusion into Sustainable Investing.' Learn more and register:
proudlyresilient.com/
Pathstone retweeted
How do you lead & grow an RIA in a competitive market? @Pathstone EMD John Elmes will be sharing how the firm rose above the uncertainty presented by 2020 at @ICPortfolio's Virtual Practice Management Summit on 10/07. For more info: bit.ly/pathstoneevents
#smartinawaythatmatters
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Pathstone retweeted
On 07/01 @Pathstone Exec. Managing Director John Elmes will be speaking at the @Opal_Group Virtual Family Office Planning & Structured Forum about Accounting & Reporting when planning for the next generation.
pathstone.com/events/
#smartinawaythatmatters
At the Virtual Family Office Planning & Structured Forum you'll navigate the family office of our future by sharing thoughts on best practices & directions of building a secure plan for the next generation!
For more info visit bit.ly/2KoRXKQ or email [email protected]
Pathstone retweeted
From coast to coast, companies are coming together to slow the spread of #coronavirus in their communities, thank you for putting our #firstrespondersfirst! #handsanitizer #COVID19
@OceanVodka @MokuleleAir @MauiFoodBank @mauibabeinc @AKLMaui
mauinow.com/2020/03/24/mauis…