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Pathstone’s Mission to Become the Nation’s Largest Fiduciary for the Ultra Wealthy
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What does it take to become the first national brand for a fiduciary family office? Our guests in this episode feel like they’re on track to make it happen in the next five years!
Join us as we explore Pathstone’s journey from single family office to 23 locations, 750 team members, and $100 billion in assets under advisement and administration. In this episode, we’re joined by Matthew Fleissig, Co-founder and CEO of Pathstone, along with President Kelly Maregni, CMO Lauren Fryefield, and private equity investor Brad Armstrong of Lovell Minnick Partners.
Connect with us:
- Meg Carpenter on LinkedIn
- Matthew Fleissig on LinkedIn
- Kelly Maregni on LinkedIn
- Brad Armstrong on LinkedIn
- Lauren Fryefield on LinkedIn
- Pathstone
Want to learn more…
- Visit ficommpartners.com
Chapters
1. Building a National High Net Worth Brand (00:00:00)
2. Navigating Mergers and Acquisitions (00:11:18)
3. Strategies for Growth and Partnership (00:19:54)
4. Driving Growth Through Client Experience (00:33:05)
5. Expanding Growth Through Strategic Investments (00:43:22)
6. Measuring Marketing ROI in Wealth Management (00:55:26)
7. National High Net Worth Brand Growth (00:59:48)
11 episodes
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