Federal Street Advisors, a wealth management firm for individuals, families and non-profit organizations, has merged with Pathstone Family Office, a multi family office, to create a new a wealth advisory firm called Pathstone Federal Street.
The combined entity will provide independent advice and services to both HNW and institutional clients.
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Pathstone Family Office specializes in investments, tax planning and compliance, estate planning, family education and philanthropy.
The newly formed firm will be led by Pathstone’s Matthew Fleissig as president and Federal Street’s Eric Godes and Jennifer Murtie as co-chief operating officers.
Additionally, Murtie will serve as the chief marketing officer of the combined entity, while Federal Street’s Kristin Fafard will continue as chief investment officer.
Matthew Sher will be appointed as chief compliance officer and chief technology officer for the new firm, while Daniel Gross, Kelly Maregni, Janet Mertz, Mark Peters, and Charles Walsh will serve as new managing directors.
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By GlobalDataPathstone Family Office and the new Pathstone Federal Street Co-CEO Steve Braverman said: "This marks an exciting new chapter for us — it expands our capabilities and offerings in wealth management."
Pathstone Family Office and the new Pathstone Federal Street Co-CEO Allan Zachariah said: "The combination of the two firms will allow many more opportunities for all our clients as it will leverage the talents of our now 65 employees across our 4 offices serving 190 clients representing in excess of $6.5 Billion in total advisory assets."
