PATHSTONE FAMILY OFFICE, LLC of ENGLEWOOD, NJ is an SEC-registered investment adviser (CRD 151736). Regulatory assets under management: $110.3B.
Compensation: % of AUM, Hourly, Fixed, Performance.
Clients served: Individuals, High net worth, Pooled vehicles, Charities, Investment cos, Other.
| Name | Role | Location |
|---|---|---|
| Charles Paxson Keates | GENERAL COUNSEL | Newtown Square, PA |
| Kelly Maregni | PRESIDENT | Boston, MA |
| Steven Barry Braverman | CO-CHAIRMAN | — |
| Allan Jay Zachariah | CO- CHAIRMAN | — |
| Matthew Jacob Fleissig | CHIEF EXECUTIVE OFFICER | — |
| Michelle Ross Johnston | CHIEF FINANCIAL OFFICER | — |
| Bliss Bernal | CHIEF COMPLIANCE OFFICER | Boulder, CO |
| Kelly Jean Maregni | PRESIDENT | — |
| Bliss Margaret Bernal | CHIEF COMPLIANCE OFFICER | — |
| LAPANN JOHN ROBERT | CHAIRMAN; CHAIRMAN EMERITUS | — |
| TARDIFF RICHARD MILES | GENERAL COUNSEL; GENERAL COUNSEL/ CHIEF COMPLIANCE OFFICER | — |
| GODES ERIC JAMES | CO-COO | — |
| KEATES CHARLES PAXSON | INTERIM CHIEF COMPLIANCE OFFICER/GENERAL COUNSEL | — |
| BRAVERMAN STEVEN BARRY | CO-CHAIRMAN; CO- CHIEF EXECUTIVE OFFICER; EXECUTIVE MANAGING DIRECTOR (+3 more) | — |
| SURRATT TAMMY LYNN | MANAGING DIRECTOR | — |
| ZACHARIAH ALLAN JAY | CO- CHAIRMAN; CO- CHIEF EXECUTIVE OFFICER; EXECUTIVE MANAGING DIRECTOR (+2 more) | — |
| SHER MATTHEW DOUGLAS | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, CTO; CHIEF COMPLIANCE OFFICER, DIRECTOR OF OPERATIONS (+1 more) | — |
| SCARPELLO DAVID ALLEN | CHIEF FINANCIAL OFFICER | — |
| SECO ROBERT JOSEPH | CHIEF COMPLIANCE OFFICER; ELECTED MANAGER/CHIEF COMPLIANCE OFFICER; MANAGER/CHIEF COMPLIANCE OFFICER | — |
| FLEISSIG MATTHEW JACOB | CHIEF EXECUTIVE OFFICER; MANAGING DIRECTOR-INVESTMENTS; PRESIDENT | — |
| FAFARD KRISTIN LYNN | CHIEF INVESTMENT OFFICER | — |
| CHRISTIAN MURTIE JENNIFER | CO- COO/CMO; COO | — |
| MAREGNI KELLY | PRESIDENT | — |
| JOHNSTON MICHELLE ROSS | CHIEF FINANCIAL OFFICER | — |
| WILMOTT LISANDRA EVELYN | CHIEF COMPLIANCE OFFICER/ GENERAL COUNSEL | — |