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    Matthew Fleissig

    CEO of Pathstone

    Matthew Fleissig is the CEO and co-founder of Pathstone, a modern family office that provides strategic wealth management and customized investment services to multigenerational families, family offices, foundations, and endowments.13 He is responsible for accelerating innovation and setting the firm's overall strategic vision and direction.1

    Fleissig's career in finance includes:

    • CEO of Pathstone (June 2022 - Present)2
    • President at Pathstone (April 2010 - June 2022)2
    • Principal at Harris myCFO (June 2007 - April 2010)2
    • Financial Planner at The Ayco Company, a Goldman Sachs company (September 2005 - May 2007)2

    He holds a Bachelor of Arts in Economics from Muhlenberg College and an MBA in Finance from Fairleigh Dickinson University.1 Fleissig is a member of the Young Presidents' Organization (YPO).1

    Under his leadership, Pathstone has experienced significant growth, with Fleissig discussing the firm's strategy of scaling through acquisitions and institutional investment, aiming to become a $1 trillion RIA.4

    Highlights

    Feb 18 · pathstone.com
    Matt Fleissig Talks Growth in Citywire Article - Pathstone
    Matt Fleissig Talks Growth in Citywire Article - Pathstone
    324 | Matthew Fleissig | Adapt–The Greatness Machine
    Oct 30 · pathstone.com
    Matthew Fleissig - Pathstone
    Matthew Fleissig - Pathstone
    Jun 14 · pathstone.com
    Matthew Fleissig on Building a $100 Billion Firm to Provide Asset ...
    Matthew Fleissig on Building a $100 Billion Firm to Provide Asset ...
    Jun 11 · youtube.com
    Matt Fleissig, Pathstone - What Makes Pathstone Unique? - YouTube
    Matt Fleissig, Pathstone - What Makes Pathstone Unique? - YouTube
    Nov 3 · barrons.com
    Matt Fleissig: Turning the Advisor Business Model 'on Its Head' at ...
    Jan 1 · aeroleads.com
    Matthew Fleissig Email address & phone number | Chief Executive ...

    Related Questions

    What are Matthew Fleissig's key achievements at Pathstone?
    How did Matthew Fleissig transition from financial planning to CEO?
    What is Matthew Fleissig's vision for Pathstone's future?
    How does Matthew Fleissig's background in economics influence his leadership style?
    What are some notable projects Matthew Fleissig has led at Pathstone?
    Matthew Fleissig
    Matthew Fleissig, photo 1
    Matthew Fleissig, photo 2
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    Location

    New York City Metropolitan Area