Matthew Fleissig��s Post

Congratulations to Pathstone President Kelly Maregni, who was named an ACE Award winner at this year's Schwab Family Office Symposium! This award recognizes Kelly's dedication and impact on the family office community. Kelly said of the win, “It is an honor to be recognized as one of this year’s ACE recipients, especially amongst such talented peers. I want to thank Charles Schwab not only for acknowledging us, but also for all the work they do to create such a wonderful community of talented professionals. And a special thanks to Eddie Brown; your energy and commitment to leadership truly raise the bar for us all." We are thrilled that Kelly has received this recognition; it is undoubtedly well-deserved. Congratulations again to her and the other ACE Award recipients! Ash Chopra, CPWA®, Scott Horne, Rick Kappler, Thomas Livergood Please see award criteria and important disclosures here: https://bit.ly/3XjuWQb #familyoffice #schwab4RIAs #schwabfamilyofficesymposium

(NEW EPISODE) Unbelievable! From Tennis Courts to $100 Billion: The Matthew Fleissig Story at Pathstone! Matthew Fleissig’s journey from North Jersey to the top of the financial advisory world is a narrative of ambition, technology, and transformative financial strategies. 🌟 North Jersey Beginnings: The Foundations of a Future Leader Matthew's childhood in North Jersey was steeped in the ethos of hard work and innovation, influenced by his parents' professions in law and occupational therapy. His competitive spirit, honed on the tennis courts of Livingston, and his early fascination with computers laid the groundwork for his future. 🖥️ Choosing Paths: The Shift from Technology to Finance Matthew's passion for technology initially led him to computer science, but the allure of finance soon took precedence. His early experiences with IPO trading and the volatile stock market during his college years at the height of the tech boom were formative, steering him towards a career in finance over law. 💼 The Goldman Sachs and Lord Abbott Influence: Gaining Comprehensive Skills Matthew’s stint at Goldman Sachs, particularly within the AYCO division, was pivotal. Here, he gained comprehensive insights into family offices, investments, and estate planning, enriching his skill set and preparing him for higher ventures in the financial world. 🚀 Founding Pathstone: A Visionary Move Post-2008 Financial Crisis In 2010, amidst the global financial downturn, Matthew co-founded Pathstone with Steve Braverman. They began managing $1.4B for 19 elite families, focusing on providing comprehensive financial services that traditional banks and broker-dealers failed to offer. 📈 Rapid Growth and Strategic Acquisitions: Scaling to $100B Under Matthew's leadership, Pathstone saw exponential growth, acquiring firms and integrating services that extended beyond traditional asset management to include estate planning and family services. Their innovative approach allowed them to manage significant assets and expand their client base rapidly. 🌐 Future Visions: Aiming for the Top Today, Pathstone stands as a behemoth managing $100B with ambitions to control over $1T. With a focus on high-tech solutions like their proprietary ARROW system, Matthew is steering the firm toward becoming a national leader in fiduciary services for ultra-high-net-worth families. 📚 Legacy and Advice: Building for Generations Matthew’s advice to young entrepreneurs is rooted in his own experience: “Embrace technology, value your client relationships, and always look beyond the conventional paths to discover new possibilities.” (links in comments)