Congratulations to our President, Matthew Fleissig, for winning Leading Individual (MFO) for the Family Wealth Report Awards 2021 https://t.co/nU2ifZLKOk
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
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!
https://t.co/4AgRuBAxgq
#INdiversity#smartinawaythatmatters
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: https://t.co/2XJfFxda9E
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: https://t.co/2XJfFxda9E
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: https://t.co/WtKAtPNWSE
#smartinawaythatmatters
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
https://t.co/KCPuq0tqO7
Looking to do something #smart for your career? Consider joining Pathstone! We are currently seeking qualified candidates for our team: https://t.co/zMWlljqMN3
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: https://t.co/KVPig5B2c7
#smartinawaythatmatters
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? https://t.co/xAYIAKBRWp
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. https://t.co/dIPoSfaFwA
#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: https://t.co/9pjIbo4QzQ
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: https://t.co/gR0oxKqvC2
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: https://t.co/NYSHUOrrMq
#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: https://t.co/cibA8EsDIB