Englewood-based Pathstone appointed Eddie Brown as its first chief growth officer to fuel the investment advisory firm’s expansion. In his new role, Brown will lead Pathstone’s growth strategy and ...

Pathstone, an investment advisory firm offering family office services, announced an agreement Feb. 15 to acquire Boulder, Colo.-based Crestone Capital. The target advises nearly 150 families with ...

Pathstone, a private equity-backed, multifamily office based in Englewood, N.J., has hired Eddie Brown as its chief growth officer, a newly created position. Brown joins from Schwab Advisor Services, ...

Pathstone, a giant Englewood, N.J., registered investment advisor focused on family offices and the ultra-high-net-worth client, has hired industry veteran Eddie Brown as chief growth officer, the ...

One of the largest fee-only registered investment advisory firms will top $80 billion in assets after the closing of its latest billion-dollar deal. "The strategic plan is to try to become the family ...

Pathstone, a partner-owned and private equity-backed multifamily office based in Englewood, N.J., has agreed to buy Brainard Capital Management in Austin, Texas. Founded by Owen Brainard in 2004, the ...

Multifamily office Pathstone will pass $100 billion in client assets under advisement with its largest deal of the year to acquire a firm managing about $75 million per client household. "To be a true ...

The deal, which is expected to close near the end of the third quarter, will push Pathstone’s total assets to over $100 billion, making it one of the largest family offices for ultra-high-net-worth ...

Pathstone announced today that it is buying Veritable, one of the first multifamily offices in the country built to serve the ultra-rich. The acquisition is part of an effort by the Englewood, ...

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The acquisition will add more than 200 clients, who average $75 million in assets each, and bring Pathstone’s assets under advisement and administration to more than $100 billion. Wealth manager ...

ENGLEWOOD, N.J., May 1, 2023 /PRNewswire/ -- Pathstone, an independently operated, partner-owned advisory firm offering comprehensive, customized wealth management advice and family office services ...